Date updated:03-09-2007
aggresive blend of smaLL AND LARGE-CAP STOCKS with geographical and sector diversity in companies I feel good about owning, balanced by large positions in a few High-yield stocks, such as PCU< DSX< CNE Point of emphasis- low PEG...

-
LNDC
Landec Corporatio - $6.35
- -2.01%
- $6.50
new relationship with Monsanto, linkage with ethanol developments, growth visibility,.

-
OSTE
Osteotech - $2.71
- -0.37%
- $2.80
Value-Line coverage, returning to profitability, new bone-filler patent, demographics

-
SEAC
Seachange Interna - $5.64
- -1.74%
- $5.77
Listen to the conference calls.

-
DSX
Diana Shipping In - $16.35
- -0.85%
- $16.40
10%+ yield, dry-bulk shipping ---- tonnage-growth for 5 yr horizon not expected to keep pace with BRIC demand

-
FMD
First Marblehead - $2.18
- -5.22%
- $2.31
High-growth, low PE, predictable and goodness, I dont see any reason for Democrats to reverse the recent trends in student-loans.

-
AVTR
Avatar Holdings I - $15.90
- -0.44%
- $16.10
great earnings growth, demographics, real-estate

-
CAT
Caterpillar Inc - $59.04
- +1.79%
- $58.02
world infrastructure growth, dominates its market

-
GE
Gen Electric Co - $16.18
- +0.37%
- $16.24
unbeatable for long-term total-return/safety among large-cap US stocks which should participate in BRIC story
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A. The only one I own : SLX,
too hard pick a winner out all of them
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