Date updated:04-25-2007
growth, international, low to mid cap, diversified, hedged (usually balance a long position w/ a 30% short in competitor).

-
TTWO
Take-two Interact - $10.00
- +1.73%
- $9.86
undervalued in contrast w/ its peers. high growth sector for a long time. gta4 will likely be one of the most popular games of all-time.

-
DWA
Dreamworks Animat - $41.46
- -0.26%
- $41.62
shrek 3! will likely be the most successful in its history. choppy earnings but smoothing. undervalued in relation to peers.

-
HMIN
Home Inns & Hotel - $31.80
- 0.00%
- $N/A
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A. which might explain why the deficit will
come down a bit this year...double
payments from some folks.
A. The only one I own : SLX,
too hard pick a winner out all of them
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