By Stockpickr Guest Columnist Glen Bradford

There are two reasons you should read this entire article:

1. You aren't a millionaire.

2. You could be.

It's time to update the list of stocks that are powering my portfolio -- the portfolio that has been paying my college tuition. I'm a value growth investor, meaning that I price the P/E ratio of companies based on how fast I expect them to grow. I only own those I expect to double over the next year.

I get the growth rates through fundamental seasonal analysis, and I read the news, blogs, company reports and so on to figure out if there's a reason for the stocks to slow down. If there's not, and I can reasonably illustrate that they are indeed on a role and for sale on the cheap, I roll out with the buy. I don't cover every stock, because I don't think it's in my interest to cover stocks that I can't predict.

Here's what I own in the order of percentage of holdings consumes, as well as a brief and honest description of each.

1. VSE (VSEC): VSE is priced as if it's going to grow at about an eighth the rate that it's actually growing. This was my first big hit. Robert Blumenthal is the specialist of VSE that I follow. We are so greedy that we keep buying more of this stock. Here's your chance.

2. Xinyuan Real Estate (XIN): Xinyuan is another of those ridiculously underpriced companies. It's got prime market position, and it looks as if its EPS is terrible. It's not. This company actually makes money. Lots of it.

3. Middleby's (MIDD): Middleby's is a commercial foodservice company that doesn't appear to be able to slow down. It's growing and consuming other companies in its industry and successfully reinvesting owner's equity in a way that I just have to marvel at.

4. Ebix (EBIX): Ebix provides e-commerce solutions to the world and provides a lucrative opportunity for potential investors. I'm still waiting for this one to split. It had to delay the split to allow for future splits through a few SEC regulations. That's a good sign.

5. LSB Industries (LXU): LSB Industries makes climate-controlled commercial products and heat pumps. I think this one got sacked because of the housing crunch. Good thing its annual reports don't reflect the housing bust -- not as far as I can tell anyway.

6. Terex Industries (TEX): Terex is making great management decisions by buying back stock while the infrastructure industry is rehabilitating. In fact, it is using all its net income to buy back stock. Outlook looks good to me.

7. The Andersons (ANDE): The Andersons operates in the agriculture and transportation industries in the U.S.. It works behind the scenes and is making bank. It owns the capacity and infrastructure that the farmers are paying for to take their harvest to market.

8. Kinetic Concepts (KCI): Kinetic Concepts is my health care play. It recently acquired LifeCell, a huge growth company; made dealings with 3M (MMM), an easy way to leverage its product line; and was kicking butt itself beforehand. Questions?

9. Bucyrus International (BUCY): Bucyrus International develops the surface mining tools that everyone else is using to explore and harvest coal, oil and so on. It has backlog that's out of this world. That in itself is incentive to grow.

10. BE Aerospace (BEAV): BE Aerospace produces almost everything in the cabin of commercial airlines. Everyone is afraid of the airlines industry. Another company with a huge backlog. The Boeing (BA) 787 is a big deal too.

If you're interested in reading more of my opinion on these stocks, I've written on them all already. See GlenBradford.com and make your way to millionaire status. I'm just trying to foot my bill through college, and the stock market is my personal scholarship so far.

Posted on Sept. 7, 2008