1. A large percentage of Technitrol’s revenues come from over seas. The dollar as we all know is struggling so there is nothing wrong with having a little foreign currency to bank on. This could also help if our economy slows down since most professionals think most foreign markets are going to outshine the US. 2. The EPS and Sales Growth Rates are both in double digits, which is what we are looking for 3. The stock looks cheap when compared to how its performed in the past 4. The chart on this stock over the last month has looked great

1. Earnings growth over the last few years has been outstanding (2006 up 19% & 2007 up 26%) and the estimates are around 25% gain this year 2. Foreign sales accounted for over 50% of total sales in 2007 and this will somewhat help insulate the stock from the US slowdown 3. Oracle is working toward acquiring BEA Systems and while it might not help them in the short term it should help the stock down the road 4. The company’s has a nice cash position and not much debt, which is a great position to be in

1. Growth Rate in 2006 was 47%, 2007 was 26% and this year is projected over 20% which isn’t bad in a down year so far. 2. Their cash flow position is good and cash is a good thing to have in a down economy. 3. TheStreet.com, Standard & Poor’s, Ford Equity Research and Jaywalk Consensus all have a buy or positive rating on the stock 4. UBS just initiated coverage of Harris at a buy on 4/2 5. Census Bureau will be using Harris Corp’s equipment for the 2010 census and will increase the value of Harris’s contract by 1.3 billion according to the Wall Street Journal and that is a nice figure.

Q4 2006 up 70% compared to Q4 2005 Q1 2007 up 97% compared to Q1 2006 Q2 2007 up 80% compared to Q2 2006 Q3 2007 up 45% compared to Q3 2006 Q4 2007 up 43% compared to Q4 2006 Back on March 18 Zacks.com announced that WFR was added to its “strong buy” list, which has an average annual return of over 32%. It is also has the top rating on TheStreet.com, Standard & Poor’s, Ford Equity Research and Market Edge. This alone is not a reason to own the stock but it is nice to know others like WFR. The company has a nice stockpile of cash, which is a great asset to have especially in tough economic times. This could allow them to buy companies on the cheap if they feel the need. They also get a large percentage of their sales from foreign business, which could insulate them from some of the US’s slowdown.

1. As with most of there operating systems, it takes a little while for people to switch over to the new product, which is Vista in this case. They also should show some impressive numbers in video games, Xbox and Office software. 2. No denying this stock has been stuck in the mud since 2002 but with the new software, operating system and a host of other items the stock looks to be ready for a run. MSFT started on a nice little tear after it blew away their 2nd quarter numbers until the Yahoo news came out. 3. Cash is kind and Microsoft has a bundle full 4. The downside risk on owning this stock appears to be minimal when compared to the upside potential and this edge is something investors should always be looking for

1. Earnings growth over the last few years has been outstanding (2006 up 1443% & 2007 up 49%) and the estimates are a 22% gain this year 2. Warren Buffett has been buying railroad stock for sometime now so that has been a boost to the industry 3. Railroads typically are some of the first industries to gain positive momentum coming out of a recession 4. KSU recently (August 2007 to Mid-March) has struggled to break out of the $39 to $40 range but broke above that a couple weeks ago, we will see if it continues it upward drive

Q4 2006 up 98% compared to Q4 2005 Q1 2007 up 37% compared to Q1 2006 Q2 2007 up 82% compared to Q2 2006 Q3 2007 up 78% compared to Q3 2006 Q4 2007 up 51% compared to Q4 2006 They have a great product and revenues look good for the company even though they guided down recently. It will be interesting to see how their sales due over the next couple quarters with the tax rebates coming out shortly this looks to be a perfect item to purchase with that extra cash but only time will tell. They still are ranked as a 5 star pick by the Standard & Poor’s Stock report and have favorable ratings with several other agencies.

1. The last 6 quarters of earnings per share when compared to the previous year’s quarter have produced over a 50% growth rate 2. There is an intangible benefit that goes along with AAPL – everybody loves their products and will pay up to own them 3. Foreign sales for 2007 were over 40% and this will help in the US slowdown 4. iPhone and iMac appear to be the new shining stars of this company while the iPod is still as popular as ever 5. The stock has been absolutely hammer in 2008, but appears to have found a bottom at 120 and has been moving up nicely in the last month This company has a following like no other. If they are ever able to really make a dent in the business consumer side of things, Apple could really take off. These are just a few reason we like Apple.