holdings - 2008/07/14 16:46

aapl atw gild nflx rimm su xto
apa dna isrg rig slb syk

aapl: apple

A marketing and innovative engine. Look for their computer market share to double. Iphone is going to be a big hit.



apa: Apache



atw:



dna: genentech



gild: Giliad Sciences



isrg: Intuitive Surgical

Robotic surgical systems. Earnings are skyrocketing from nothing starting end of 2004. Analysts mixed.



nflx: Netflix

twenty percent earnings growth



rig: Transocean

Deep water drilling. Susceptible to natgas demand reduction. Hold.



rimm: Research in motion



slb: Schlumbeger



su: Suncore



syk: Stri ker



xto: XTO Energy

produces and transmits oil and gas in the US. earnings at 50% growth, ditto price, for 5, 7 years. strongly recommended. Does not hedge.