LED's will replace incadesenc lighting. Swapped out of CREE in 2006 because their expansion raised expenses too much and pricing pressure was killing their margins. CLRK isn't tied to a single producer and applies the technology instead of manufacturing it.

Saw it as a turnaround when asbestos issues had it at it's lows in 2002. Cashed out after doubling, but got back in as I learned more about their breadth across energy industries. Whatever energy source takes the lead in years to come, MDR has a division devoted to it.

High 5 year growth with low PEG in health care which should grow for years as Baby Boomers age. Felt they are a leader in their industry.

High growth in a US managed company using foreign labor. Watched my company use them more and more as we couldn't find enough qualtiy developers in the US.

Bought into reasoning from independent research. High Growth, Low PEG, leader in their industry, excellent management, high percentage of ownership by management.

Felt it would surely go from low of 5 to 10. Only committed after that run. Looking at it now as a candidate to harvest profits.