22.6

O'Halloran's predominant theme is the Internet. He estimates 15% of the portfolio would be either pure Internet businesses, such as online jeweler Blue Nile (NILE), or those conducting their principal up-front customer relationships over the Internet, such as Netflix (NFLX).

Profit also suggests Blue Nile simply because it’s becoming the go to place for diamonds. “They had 6% revenue growth year-over-year even in this environment.” And no matter what the economy does “people will still get engaged and still get married.”

As Crane says, performance counts -- whether it's cycling and or investing. He's hoping that companies like Core and Cybersource can put up the kind of numbers that Stec and Vistaprint and other holdings -- such as offshore-drilling-equipment supplier Dril-Quip (DRQ), up 90%, and online jewelry-merchandiser Blue Nile (NILE), up 82% -- have in 2009.

3 Stocks I Saw on TV: Dan Fitzpatrick examines three stocks viewed on Fast Money. Today's stocks include Trina Solar, Petrobras and Blue Nile.
Click here to watch the video.

PE of 40 and a PEG of 1.93.

PE of 44 and a PEG of 2.02.

PE of 44 and a PEG of 2.02.

Altucher: Four Stocks for the New Global Boom
As the rich get richer all over the world, find out which companies James Altucher thinks are poised to cash in.

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Gold Prices Don't Weigh on Online Jewelry Auctioneer
David Zinberg, CEO of online jewelry auctioneer BIDZ.com, explains how the price of gold is not stopping his growth plans, and how he plans to battle shortsellers of his stock.

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Don't believe high-end consumers buy on-line much

Can't believe the PE and that people actually buy diamonds on line