Date updated:08-30-2007
Growth. Earnings estimates increase, high quality, high cash flow companies. Mostly large cap. High ROE low PE for most companies. 10 stocks only one or two small ones. Low volatility with out performance of concentration. Long term holds.

-
SGP
Sgp - $0.00
- N/A
- $N/A
EPS and CF growth with eps estimates increasing.

-
ATVI
Activision Blizza - $11.69
- +2.19%
- $11.64
Most popular franchises not already priced in. EPS growing, expected EPS estimates to increase heading into one of the best hardware selling seasons in years. Three platforms selling well. GHero phenomena. One or two big hits can be huge huge cash flow for several years.

-
MSFT
Microsoft Corpora - $29.63
- +0.92%
- $29.46
XBOX still selling strong even before coming price cut. Proprietary titles very popular among teenage gamers that will play each other. Pressure to own same platform more relevant for young gamers. Age of WII buyers is higher and not likely to create synergy across peers. Vista beginning to sell well, est. growing cash flow is huge.

-
BER
Ber - $0.00
- N/A
- $N/A
Estimates increasing. Well run diversified insurer can keep estimates in the right direction for several years.

-
APH
Amphenol Cp - $42.27
- -0.17%
- $42.36
EPS estimates increasing. Well run high quality company. Strong CF and ongoing estimate increases going forward is expected.

-
GOOG
Google Inc. - $572.05
- +0.74%
- $569.40
Huge Cash Flow. Estimates still increasing. Well run and still the most innovative. Hiring spree will slow and add to estimates going forward. Magnitude of hiring by smart company suggests more growth than the street can project.

-
GOOG
Google Inc. - $572.05
- +0.74%
- $569.40
Huge Cash Flow. Estimates still increasing. Well run and still the most innovative. Hiring spree will slow and add to estimates going forward. Magnitude of hiring by smart company suggests more growth than the street can project.

-
QCOM
Qualcomm Incorpor - $45.77
- +2.05%
- $45.28
Estimates upward and high margin royalty is huge boost to cash flow for reinvestment. Proprietary (monopoly) on a technology that is in the infancy stages of growth curve.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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