Date updated:12-07-2006
Long/Short - mainly event driven - a few longer-term quality names. the shorts are all event driven. broad based - will have a high turnover rate. - I continue to aggressively trade so make sure you watch - added stx, smg, ntri - giving up on akam short - too ugly

-
WFR
Memc Electronic M - $12.66
- -1.02%
- $12.59
supplier of polysilicon for solar industry. don't think pricing is coming in as aggressively as the street does, street picking up coverage of the entire group -

-
DIS
Walt Disney-disne - $28.56
- -1.52%
- $28.79
starting to add here as you see Pirates ll, cars and little mermaid all helping this q numbers, ESPN numbers good also - still like CC but think more bang for buck here as street rotates out of retail

-
MRVL
Marvell Technolog - $14.73
- +0.20%
- $14.59
getting out of YUM even though i like LT - think the GS down grade of it will weigh on it for a bit and could trigger other downgrades. would rather buy MRVL which should bounce once the mutual fund tax lose selling end today (10/27)

-
LSCC
Lattice Semicondu - $2.01
- +0.50%
- $1.98
numbers are too low for next year

-
AGU
Agrium Inc. - $50.11
- +0.60%
- $49.57
long-term play on growth in corn/wheat

-
DIVX
Divx - $5.25
- +0.96%
- $5.15
sold the GRMN - don't like the comp i see coming into the industry - think prices will be under more pressure than expected into x-mas. would rather buy DIVX who does MPEG 4 codec - think high-end youtube .. stage 6 growth could be huge.

-
KLAC
Kla-tencor Corpor - $32.86
- -0.06%
- $32.65
think that the street is underestimating numbers for next year, especially if they go forward with rumored staff reductions

-
PMCS
Pmc - $8.78
- +0.57%
- $8.73
asian channel checks starting to slow a bit of an uptick in biz
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By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
A. Type II Diabetes in obese patients is
wrecking our health care system.
Overall, more than $1 in every $10 spent
on health care in the United States goes
toward treating Diabetes. Blood glucose
test strips alone can cost about a
dollar each and if you're testing
several times a day every day, the costs
can add up pretty quickly. XOMA has the
first drug "XOMA 052" in the last 10yrs
which will significantly impact this
industry and you would no longer require
daily insulin injections or insulin at
all, for that matter. This would save
the government billions, search on that
one and you'll make a fortune. The
government cannot continue to pay these
kinds of rising diabetes costs, when
there is an alternative which is so safe
and so effective which just became
patented in Europe.
A. The only one I own : SLX,
too hard pick a winner out all of them
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