WSII is sick. It has debt and does stupid deals IE Texas. At some point, wsii is going to go bankrupt or be acquired by somebody with discipline and vision. Garbage collection is a dreary field that favors big companies with clout enough to shove aside small local firms and take over big city contracts. One down side is union power because garbage stinks after a short strike, in summer. Another down side is enviromental concerns, and losing landfill rights. Tie-ins with recyclers, composting firms, incinerators, methane gen, are all good to have, and could overcome lack of size. Buy into WSII at some value less than book, and wait for the merger.

UEX is a uranium miner that is jointly owned by two large uranium producers. UEX finds the mineral and gets the glory while its owners get the profit. UEX is therefore hard to predict, even when it makes big strikes as it does. IT has fantastic properties. Uranium is shooting up in value, yes, but inventories tend to be locked in for long time, so the gyrations of UEX prices can defy logic. Buy on weakness, and dump it when it rises 50%. It will hardly ever go above $8 because it is controlled by those mammoth producers who play with it.

Garmin is a leader in the GPS field, and the field is growing because GPS devices are now so cheap and flashy. Whoooo! I am now at 45-33-22 and 180-45-45. I can never get lost again. Ooops. Who put that cliff there? Garmin recently had a scare when Nokia picked a Garmin rival for supplier. But Garmin holds the aces. The scare made GRMN stock plunge and only the brave held on a few days while it rose steadily. I missed it at $96, bidding 50 cents too low.

Daimler Chrysler bought a loser (Chrysler) and is suffering for it.