3P the 28th of June 2007. Talisman is a very interesting oil and gaz exploration and production canadian company. it's clearly a value stock because the fondamentals are amazing:P/E 14,5 price book 2,8 ,price cash flow 5,8 ,net income growth (on 5 years) 19.44.sales growth(5years)13.92... More,this stock is really attractive because he has a speculative aspect:Talisman own unexplored oil fieds in Alaska with unimaginable reserves of oil to explore in these cold countries in the future. Now at this time when an oil stock is a cheap value stock and theremore it has a speculative aspect,it's clearly a buy for me. Target 3 years:40 Bought 200 shares on the Toronto stock exchange at 17.85 cad in September 2006

3P the 28th of June 2007. Solar enertech has an valuation very weak compared to fslr ,spwr,stp... Meanwhile soen could have the same growth potential and even more because this stock is very undervalued. Target 4 years : 10 Bought 1515 shares at 1.76 on April 2007

3P The 28th of June 2007.Ten cate products and sell advanced materials that make a difference as this Dutch company say himself.it's a long term valuestock relatively unknown for any longterm portofolio.Meanwhile when i bought this stock ,i lost a lot of money in the first years and again later.But i didn't sell anyway during these difficult 6 years.Now it was and it is always now a very well managed company.the company himself see a 25% profit growth for this year and the P/E is actually 16 :cheap ! It's a basis stock in my portofolio for years (1997) Target long term :triple every 10 years Own 466 shares bought for 8.8369 Euro each in April 1997 (dividends reinvested in the stock each year) long term chart: http://investing.businessweek.com/research/stocks/snapshot/historical.asp?symbol=NTCN.AS Alert today 3th june 2007:big volumes on the stock!

3P the 28th of June 2007. Lenovo is the third world leader in the pc market after Dell and HP it's a China relatively unknown company .Meanwhile ,i am sure this name will become soon a brand recognized mark all around the world.it could know a growth similar to Samsung in Korea for example (Samsung is a basis stock in my real portofolio ;second investment category as explained in my portofolio description).last quarter results were very interesting. This stock is a "doublemypick" stock for medium term (3 to 5 years)with target to 25 .this stock was at 35 in 2000 ( but golden age for technology stock) this stock could become a permanent stock in portofolio bought 320 shares at 8.10 in Mei 2007

3P the 29th of June 2007. What is this stock? you don't know... i ,yes : meanwhile i look for an half hour to find a correct ticker to put here :its a clear proof that this stock is no good represented on the world stock market.i'm sure you know it and use probably one or more products made by this amazing company. Samsung electronic is his name:strange !why play Samsung in a portofolio? First,it's a very well managed company with solid fondamentals (pe is just 11 at this time ) and an impressive track record from years . Please visit Samsung at http://www.samsung.com/AboutSAMSUNG/ELECTRONICSGLOBAL/InvestorRelations/StockInformation/StockChart/index.htm So price is really cheap for a quality firm as Samsung More,the speculative aspect ,as explained above , is that this great company is unknown for investors even if it's the opposite for consumers.That's this kind of unbalance that could bring some money to the sharp investor. Meanwhile you can buy it on the pink sheet:ticker SSNGY.PK ; this ticker is not recognized by the software of this website:thus unknown for investors:right??!!Do you understand?Another proof:Try this symbol on Msn Money:unknown too!More funny:on Bigchart enter SSNGY :nothing!now enter in the symbol lookup "Samsung el ",then United states for the country:in the middle of the page Samsung electronic appear with the symbol SSNGY:if you click on the symboll,the chart appear.Now i you clean the page and enter anew SSNGY :nothing !,strange isn'it!!? Now, try to imagine!:we are in an IPO mania trend,imagine your gains if this stock was introduced on the Nyse! Target:for this kind of stock:long term triple every 10 years and permanent stock in portofolio. bought 30 shares on pink skeet market at 135,62 us dollars in December 2004 13th July 2007:an interesting comment about Samsung: http://www.cellular-news.com/story/24923.php

3P the 02th of July 2007 . Uranium one is a canadian uranium producing companyThis firm is born from the merging of (ex) sxr uranium one and( ex) Urasia energy (UUU).Energy metals corporation (EMC) was just acquired last month.in term of capitalization and uranium production volume,Uranium1 will become soon the first concurrent for Cameco.the merging this year, with UUU and EMC bring some cash to the company ,reduce the debt/ratio and increase the potential uranium exploited reserves.details of merging with UUU: http://www.uranium1.com/uploads/presentation/combo_sxr%20U1_UrAsia%20Energy.pdf Details of merging with EMC: http://www.uranium1.com/uploads/presentation/EMC_InvestorPresentation.pdf Now,what is the value of uranium one at this time?it's very difficult to value this company now:2 acquisitions on a year bring some costs to reorganize the group.Meanwhile the stock quote is just the same today (the2th of July 2007)than it was 10 years ago and Uranium price was going to 12 to 140 in the same time ! chart uranium price on 10 years http://www.mineralstox.com/charts/default.asp?focus=262144&mode=20-year chart uranium one on ten years http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=CA%3ASXR&sid=2755887&o_symb=CA%3ASXR&freq=2&time=20 I think the stock of this company is now deeply undervalued and could quadruple wirhin the 5 years I own 495 Uranium one in portofolio(bought 1100 Urasia energy the 9 th of January 2006 at 2.60 Cad each)

3P the 03th of July 2007 . Océ van den Grinten is a Dutch printer and copier manufacturer . It's a cyclical business .it was not performing very well last years. Meanwhile,the acquisition by Océ of his big U.S. rival Imagistics in 2005 could bring now more profit to Océ.Indeed,this acquisition should help Océ in realizing adequate revenue growth in 2007 and after, following 6 years of decline.So Océ has made its strategic moves and it now all depends on execution of the integration of Imagistics.Value stock in turnaround phase! Good fondamentals:P/Book:1,8 ,P/E estimated for this year 12,in 2008 P/E 9.6 .So i think the turnaround is going on today and the stock is cheap valuated. long term chart: http://investing.businessweek.com/research/stocks/charts/charts.asp?symbol=OCEN.AS target 3 years :28

3P The 5th of July 2007 Sirf is a maker of semiconductor chipsets,semi conductor based modules and associate softwares.it's not really a cheap stock at this time.Then, why buying it ?Because i think it is at the basis of the next new trend in the cell phone innovation .Indeed,the new Sirf location awareness technology allow to integrate a GPS fonction in cellphones but too in handhelds,portable PCs,music,video players...so,after the video trend on cell phones ,it's now the time for the gps trend on cell phones...powered by...Sirf ,of course. So ,if gps makers and cell phones makers knew a success story,Sirf is now at the right point to know the same success story ,i think so. The stock is not cheap at this time but the growth sales on 5 years was 75%,there is a lot of cash:current ratio:8,1;quick ratio 7,5 and the market for this technology is big.it's really not a trade stock for me now , but couldn't say at this time if it's a long term stock .Please visit Sirf: http://www.sirf.com/wireless.html Bought 150 shares the 5th of July at 21.118 Usd