Value Microcaps Motherboard

[southacresdave]

Up 123% for the year. About half of that is "booked gains" and the other half is "paper profits" that I'm going to sell as soon as it hits long-term capital gains (through Spring).

The three stocks I did very well on were:

DO (Diamond Offshore---deep water driller. Thanks to 10Bagger and his recommendation towards that sector.)

JADE (took a risk and went big at the 52 week bottom and it paid off very well yesterday!).

and my best (and most profitable pick since it comprises a large portion of my portfolio) was/is EDAC. It's why I'm glad to see Littlefish doing so well in AYSI because when he was posting about selling EDAC at $4 I was the big buyer! (I tease him about it). I still like it for another 50% gain in 2008 (after 4th Q and then 1rst Q #'s are released).

Ones I'm looking at (but don't own) for 2008:

AYSI---yeah, I made some money on it this year but should have loaded up more and held (and Littlefish was personally prodding me too. My New Year resolution is listen more to those wiser than I!). If anyone gets scared of the market and starts to sell it hard I'll be waiting!

ALY--an old favorite of mine. I made great money on them a couple years ago. The stock is beaten down but if Natural Gas can rally some than they will bounce back. The risk factor for the current price is pretty low since they have a lot of capital equipment coming on line, especially down in Argentina in the next 9 months and a couple of new acquisitions.

NTWK--risky play, but if Pakistan settles down than it's a nice stock.

JADE---I took my profits in it already, but may come back in if it goes lower.


Dave