multiversion
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Created by gatherer
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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...
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LNDC
Landec Cp - $8.34
- -4.03%
- $8.54
new relationship with Monsanto, linkage with ethanol developments, growth visibility,.
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OSTE
Osteotech Inc - $2.98
- -5.10%
- $2.98
Value-Line coverage, returning to profitability, new bone-filler patent, demographics
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SEAC
Sea Change Intl I - $7.12
- -6.19%
- $7.50
Listen to the conference calls.
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DSX
Diana Shipping In - $16.13
- -8.14%
- $16.99
10%+ yield, dry-bulk shipping ---- tonnage-growth for 5 yr horizon not expected to keep pace with BRIC demand
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FMD
First Marblehead - $1.47
- -7.55%
- $1.55
High-growth, low PE, predictable and goodness, I dont see any reason for Democrats to reverse the recent trends in student-loans.
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AVTR
Avatar Hldgs Inc - $27.94
- -2.88%
- $27.98
great earnings growth, demographics, real-estate
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CAT
Caterpillar Inc - $36.52
- -5.95%
- $38.08
world infrastructure growth, dominates its market
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GE
Gen Electric Co - $18.96
- -6.83%
- $20.04
unbeatable for long-term total-return/safety among large-cap US stocks which should participate in BRIC story
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