nsom,,,with my picks the scenario possibilities for the short-term came first...It doesn't look like the recovery expected in the real estate market is coming as well as it should have due to high gas prices and high interest rates...So by mid-July maybe we will see the oil prices start trending back down some...And the possibility of rates dropping some may start getting some discussions pretty soon. >>> ADGO, small golfing company with growing revenues may be able to hold up if the economy slows...Company added some more exposure thru investments into the Ladies golfing area in the last 6 months...About $1.90 book value adds some comfort to buying in the current price range. >>> BSIC, small, conservative oil and gas company...Domestic operations location could benefit from any new SPR location talk in their operating region...About .60 book value and a management that isn't overly aggresive because they have seen periods with high oil prices before and seen them fall. >>CEDA, Spec China company in the internet education business which has shown growing revenues...The balance sheet looks like they have spent some cash late in '06...Maybe those investments will show some benefits in the operating results soon. >>> NXG, Gold and copper producer that has shown profitable operating results for many quarters...Over $1.70 book value and the company showed over $270 million of cash on hand at the end of the March quarter...Better June over March quarter revenue results could help the share price. >>> ALJJ.pk, war times and a company operating a steel mini-mill in Kentucky...Hard not to own some of this at current price levels...Company just posted a profitable operating quarter for March,'07...Looks to be re-structuing debt obligations to help improve income possibilities going forward. >>> ADDL, wildcard with fluctuating revenue and earnings...Blue-tarp business during huricane events enabled the company to pursue some diversity in revenue produstion...Hopefully it will be at the current price or slighly less at the end of the contest for everyone's benefit.>>> All is imo and presented with a best-faith approach for accuracy...Do your own DD..Trust nothing and verify everything possible...Good Luck...LJ
