Titanium metals and speciality steel producer having exceptional 2006 growth, continuing into 1st qtr. 2007. Have traded in and out of the position for several years.

Owner of VMWare stake, growth potential is evident.

Global need is growth over domestic need. With the declining weak dollar, foreign sales seem very positive

They aren't making minerals anymore. Retrieving them will always be in demand until they exhaust the sites supplying the ore. If only they can quell the labor force (do they actually want to increase production?), diminished supply won't stop global demand, only raise the unit price of the commodity.

Largest speculative position ~ waiting for Euro to kick into the stock's value late in 2007.

Longest position is in Greatest Health Care Co. Have painfully watched as greedy management destroyed stock's value in stock options debacle. Litigation abounds. The company is plagued with accounting irregularities. Does anyone need these problems? Trying to get out on any news that will spike above $57.46

Can't wait for 2008 summer Olympics in China and the hype emanating from the games.

Driller with great growth potential. Merger made the companies stronger and more valuable.