• PICO Holdings (Water As An Asset Class)
• Apartment Investment and Management Company (AIV worthy of interest)
• AvalonBay Communities (AVB worthy of interest)
• Pfizer (PFE's bid)
• Lions Gate Entertainment (Disappointing results for LGF)
• Blockbuster (Grim prospects for BBI)
• Cisco Systems (Great value in CSCO)
• Tata Motors (Increase in Jaguar sales helps the company)
• Tata Motors (Facing the perfect storm)
• Precision Castparts (Great business model, financials)
• Activision Blizzard (ATVI takes a hit but the business continues to do well)
• Suntech Power Holdings (STP in trouble due to the weaker euro)
• Towerstream Corporation (TWER is trading below cash)
• Intel (Intel still leads the industry)
• ICICI Bank (ICICI Bank (ICICIBANK-BY)/Bears/ICICI bank getting pummelled by the US economic conditions)
• Suburban Propane Partners, L.P.
• Master Limited Partnership (MLP)
• Suburban Propane Partners, L.P. (Lock on customers)
• Sterlite Industries India (Sterlite Industries India (STERLITEIND-BY)/Bulls/Drop in price makes it an attractive choice to buy)
• Activision Blizzard
• Activision Blizzard (Record earnings, Starcraft to come out soon)
• MEDIFAST (Fairly valued right now)
• Towerstream Corporation
• Umpqua Holdings Corporation
• Umpqua Holdings Corporation (Situation Stable)
• Kaman (Increased demand for Helicopters)
• Textron (Increased demand for Helicopters)
• Kaman
• United Technologies (Increasing demand due to surge in offshore drilling)
• Companhia Siderurgica Nacional S.A. (Strategically positioned to maximize benefits of full integration)
• Canon
• Canon (Undervalued due to strong yen appreciation)
• NetSuite (Spreading thin and bad product)
• NetSuite
• Lions Gate Entertainment (Bears)
• Lions Gate Entertainment (Bulls)

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