Date updated:12-18-2007
personal portfolio filled with stocks that are undervalued on a secular basis. the percentages are how much each stock makes up of the total portfolio. the year is when I first purchased and the next number is my cost basis.
you can read more about my thoughts at my blog -- http://secularvalueinvestor.blogspot.com/
its just getting started so I plan to add a lot more comments over time

-
AB
Alliancebernstein - $26.35
- +0.19%
- $26.17
8.7%; 2001; $35. money management business is the best. good mgmt. they are a play on global equity which should outperform the US. they are up to 37% of assets from non US clients. revenues come from assets under management; market appreciation grows assets while new client cash flows provides growth above the market.

-
TSRA
Tessera Technolog - $22.09
- -0.99%
- $21.97
4.7%; 2004; $26.4. very profitable, high barriers to entry play on growth in semis.

-
DFR
Deerfield Capital - $6.20
- +2.14%
- $6.00
1.7%; 2006; $14.2. mortgage REIT that also owns alternative asset manager. growth and high yield.

-
UEPS
Net 1 Ueps Techno - $19.35
- +5.74%
- $18.47
4.4%; 2006; $24.2. proprietary payment system for africa's poor -- huge profitability with huge market

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
4%. 2005; $323. they own the most value added spot on the web: search. advertising is several hundred billion worldwide industry.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
4%. 2005; $323. they own the most value added spot on the web: search. advertising is several hundred billion worldwide industry.

-
LH
Laboratory Corp N - $71.75
- +0.43%
- $71.28
3%; 2002; $28. consistent grower, consolidated industry, benefiting from providing high value add (information) at minor cost (4% of health care costs), also key is growth of genomics and ability to introduce new tests at higher prices. link with managed care is about service levels and information links not as much about pricing as many think. great cash flow/returns

-
GGG
Graco Inc - $29.50
- -0.47%
- $29.46
0.7%; 2006; $41.3. fluid handling equipment with over 30% ROA -- niche provider helps margins; switch internationally from paint brushes to paint sprayors helps growth. innovation is key to growth/margins. US housing is now less than 30% of revenues but its still a drag -- once it stabilizes or is so small it doesn't hurt overall growth the stock will move up.
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A. dude, i trust DB, as much as i trust
nancy pelosi....................... that
bank is the BIGGEST F$$$$$ manipulator!
A. The only one I own : SLX,
too hard pick a winner out all of them
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