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Alias Born 01/17/2006

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Re: None

Saturday, 12/29/2007 1:47:11 PM

Saturday, December 29, 2007 1:47:11 PM

Post# of 19
A small concern for a heavy concentration in Oil Services, its sort of the industry du jour now, but since the revenue forecasts support the pick ya have to go with it IMOP. No more than 25 to 33% total influence of oil here.

Spread of picks per industry:

Oil services:5

biotech:3

electric utilities: 2

Oil operations: 2

comm service: 2

software:2

misc capital goods: 1

scientific instr.: 1

beverages: 1

business services: 1

investment services: 1

medical eqpmt: 1

casinos and gaming: 1

iron & steel: 1

Computer services: 1

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