Value Microcaps BTHB08

[bbotcs]

Reasons I chose my stocks:

VZ--The rollout of FIOS with their 3-for package is smoking.
They are going to almost wipe Comcast off of the map.

DRYS--Dry shipping will continue to do well--think coal and
steel and grains. This company owns a stake in a
Norwegian deep sea(?) driller. That is a bonus.

EXM--A well run dry shipper with newer ship. Very well run,
imo. Communication with stockholders is first class.

LFC--China Life. Chinese life insurance with lots of cash.
Trades on the big board. My dream is that this one will
become the Chinese Berkshire Hathaway.

XM--I am betting the merger with SIRI will be approved by the
FTC. (No earnings)

FTK--The stock is cheap right now, imo. Jerry Dumas, the CEO,
has delivered for the stockholders.

HOKU--solar play--photovoltaic modules. They should be close
to production in 2008. Think clean energy. This type of
stock should go ape if the Democrats win in 2008. (No
earnings--but lots of hype!)

NG--This is my pick for the tablepounder board. Gold. An
incredible amount of silver. Canadian junior miner. (No
earnings, but there should be earnings in 2008. If gold
price rises in 2008, they could have impressive earnings.)

GLW--Corning. This company makes filters that clean diesel
emissions, in addition to lots of other things. 2008
is going to be the year of the clean diesel engine.
Trucks will have to be retrofitted with filters under
a Federal mandate (beginning in 2009?).

MCD--McD's. They are rolling out their coffee shops this
year. IMO, they are going to murder Starbucks.