Nsom Challenge: The logic behind my picks are as follows:
AYSI: I have been invested in this stock since fall based upon the table pounding of LittleFish and my own DD that confirmed his optimism. I doubled AYSI in PSL7, but the run happened just after PSL7. I look forward to more runs in 08.
ZYNX: I recently performed DD on this stock and like what I see. I haven't bought any shares myself yet, but the increased order flow and performance make it look like a good investment.
MDF: Yes, I have been in this stock for a number of years (in at .5 and still holding at $2.3) but 08 will be the make or break year. MDF needs to have their HMO reach break-even and it is at 6320 per today's CMS enrollment report and needs something north of 8K for breakeven by the end of the open season. Cost control is the other critical variable that has shown recent improvement, but the next quarterly report will be key since this is the historically worst quarter.
TRGD: This speculative pick has lots of potential, but has had this potential for more than a year and is yet to deliver. Filings need to be brought up to date and some of the projects need to show progress. Definately speculative, but could be very profitable.
GG: My well-managed stand-by pick to take advantage of increasing gold price. I don't expect any dramatic rise, but believe it will return better than cash.
TGA: Another defensive pick to protect against increasing oil prices. This stock is extremely well-run and has a recent aquisition that will increase production.
Thanks and best of luck to all,
Mat
