Date updated:06-15-2007
Growth

-
CLRK
Clrk - $0.00
- N/A
- $N/A
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.

-
MDR
Mcdermott Int Pan - $21.01
- -2.64%
- $20.58
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.

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VTIV
Inventiv Health - $15.79
- -1.74%
- $15.57
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.

-
CTSH
Cognizant Technol - $43.49
- -3.23%
- $43.50
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.

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MIDD
The Middleby Corp - $44.93
- -1.53%
- $44.64
Bought into reasoning from independent research. High Growth, Low PEG, leader in their industry, excellent management, high percentage of ownership by management.

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ETFC
E*trade Financial - $1.59
- -4.22%
- $1.59
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.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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