Date updated:04-04-2007
For now I'm heavy in tech. But, seasonally, I also like pharmacu ,entertainment, Japanese auto. I'm mostly a short-term trader with core picks; TM, LVS, AAPL. I do trade in and out of those but tend to keep a base of four stocks; Aapl, Deo, Lvs & Tm. I listen to 'The Street' and 'Real Money' commentary everyday. I'm not the best 'financials' analyst... So, I listen to the experts carefully. I study the charts all the time and try to 'trend-trade' as much as possible.

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DIOD
Diodes Incorporat - $19.22
- +4.91%
- $18.32
I got in on Diodes last summer and have traded in and out a few times. This was a TSC breakout team suggestion. I bot the lows in July, 06, sold in Sept., and bot the lows again in January, 07. I missed a sale during that Febuary peak. Company has had $ probs and for now, it's slow, slow, slow. I have not added to my position since January, 07

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SWIR
Sierra Wireless - $9.66
- +1.15%
- $9.65
I see growth potential in this company. It's small enough to make large advances and seems to be run conservatively. It has had problems and I've used those times to buy more. You almost can't go wrong at a cost basis of $12 and I've added to my positions when the stock falls. It's on a bit of a run now.

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DEO
Diageo Plc Ads Ne - $69.20
- +0.26%
- $69.29
Traded this one for the first time when the market fell in March, 07. It's a Cramer pick that I'd been watching for a while. I put a lot of cash to work on 3/2/07. I'd waited for months for a nice pullback. I grabbed the opportunity because the company looks good, sales will likely continue to be strong and it's a bit of a darling right now.

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LVS
Las Vegas Sands C - $16.12
- 0.00%
- $N/A
Have traded this one a few times and finally sold out in January '07. Bought in again the first week of March. This sector is a little sluggish right now. Good buying opts tho, so I keep buying the mid 80's.

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TM
Toyota Mtr Cp Ads - $81.98
- +0.65%
- $81.22
I love Toyota stock. I think it will go to $140+ easily within the year. I buy everytime it dips to low $120's.

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AAPL
Apple Inc. - $196.23
- -0.38%
- $199.05
I've been in and out of this stock a few times. I like Apple mostly because news moves it a lot. Right now it's the 'hip' play. Nothing stays hip for long tho. But if anyone can keep 'reinventing' hip, Apple can. Whether you like the company or not, this stock is fun.

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THQI
Thq Inc. - $4.83
- -3.01%
- $4.95
Was playing with GameStop through the winter. And ATVI. THQI has given me a few good trades. Michael Comeau and the TSC breakout team liked this sector. It's been good for me... THQI has strong growth although it's sector is narrow. I believe it has a very strong market. But, I'll be done with this sector soon... for the season. I'll look into GME, ATVI and WWE, as prices come down. This is a great 'holiday' sector if prices are low in the summertime. 3/4/07 Sold THQI today.

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VPHM
Viropharma Incorp - $8.14
- +5.03%
- $7.74
I keep trying to play the 'news' on this one. Everything I study says this company is a strong, dedicated group. Pipeline is tough, profit is a ways away but this stock, while risky, seems to hold at $12 on the downside. I'm buying it up for its 'drug approval' in 2008. But I trade it on the highs in the meantime. Every tiny negative detail knocks this stock down enough to get in again.
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A. i mean if i bought a basket of stocks
(or fiats) and 57.6% of my port was
composed of EURO's...it would behove me
to have the EURO out
perform....especially if i bought it
back in 1999.
A. The only one I own : SLX,
too hard pick a winner out all of them
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