442.9M

Inter-Tel, Incorporated is a single point of contact, full-service provider of Internet protocol (IP) converged voice and data products and communications systems; applications utilizing networks and server-based, remote-control software to provide real-time communications and instantaneous, browser-to-browser Web conferencing and help desk support solutions, and a range of managed services, including voice and data network design and traffic provisioning, local and long-distance calling services, custom application development, maintenance, leasing and support services for its products. The Company's customers include business enterprises, government agencies and non-profit organizations. On February 28, 2005, Inter-Tel Lake Ltd., a wholly owned Irish subsidiary of Inter-Tel, executed an agreement for the purchase of 100% of the issued share capital of Lake Communications Limited and certain affiliated entities (Lake).

226.2M

Syntel Inc. (Syntel) is a provider of information technology services to Global 2000 companies. The Company's service offerings are grouped into four segments: Applications Outsourcing, e-Business, Business Process Outsourcing (BPO) and TeamSourcing. Applications Outsourcing consists of outsourcing services for ongoing management, development and maintenance of business applications. e-Business consists of practice areas in Web Solutions, Customer Relationship Management, Data Warehousing/Business Intelligence and Enterprise Applications Integration services. BPO consists of back office outsourced services, such as transaction processing, loan servicing, retirement processing, and collections and payment processing. TeamSourcing consists of professional Information Technology (IT) consulting services, which include systems specification, design, development, implementation and maintenance of complex IT applications.

541.3M

Brush Engineered Materials Inc., through its wholly owned subsidiaries, is a manufacturer of materials serving the global telecommunications and computer, magnetic and optical data storage, aerospace and defense, automotive electronics, industrial components and appliance markets. Its subsidiaries are organized under two segments: the Metal Systems Group and the Microelectronics Group. The Metal Systems Group manufactures a variety of engineered materials for demanding applications and competes against beryllium and non-beryllium-containing alloys and other material systems and composites. The Microelectronics Group manufactures a variety of precision parts that are sold to assemblers and other fabricators of electronic components and equipment. Reward to Risk is a problem but should be find on a pull back. 

Cavco Industries, Inc. (Cavco) is a producer of manufactured homes. Effective June 30, 2003, Cavco Industries, LLC, an indirect wholly owned subsidiary of Centex Corporation (Centex) and the Company's predecessor were merged into Cavco Industries, Inc. The Company designs and produces manufactured homes that are sold to a network of retailers located in the Southwestern United States. The Retail segment of Cavco operates retail sales locations that offer homes produced by the Company and other manufacturers to retail customers. As of March 31, 2005, Cavco operated three homebuilding facilities located in Arizona and 11 Company-owned sales centers in three states. Homes produced by Cavco are also sold through a network of 338 independent retail outlets in 14 states.  Reward to Risk is a little low but should be find on a pull back. 

Cree, Inc. develops and manufactures semiconductor materials and devices based on silicon carbide (SiC), Group III nitrides (GaN), silicon and related compounds. The Company's SiC and GaN materials technology is the basis for many of the devices that it develops and produces. The Company focuses its expertise in SiC and GaN materials on four product areas: light emitting diodes (LEDs), including blue, green and near ultraviolet (UV) LED chips and high-power packaged LEDs; power switching products; radio frequency (RF) and microwave devices, and near UV lasers. It has products commercially available in each of these categories except for near UV lasers. The Company operates its business in two segments, the Cree segment, which consists of its SiC and GaN-based products and research contracts, and the Cree Microwave segment, which includes silicon-based RF transistors and RF transistor modules.  Reward to Risk is a little low but should be find on a pull back.  This stocks Relative Strength broke-out on 3-13-06.  RS Break-Out is a major bull signal.

NICE Systems Ltd. offers solutions that consist of multimedia capture, multimedia content analysis and applications. These solutions enable the customers to extract insight from unstructured interactions by capturing the interactions and analyzing the content, thereby enabling improved business decisions or improved security operations. It offers solutions as products or system solutions to various vertical markets in two major sectors: the Enterprise Interaction sector, and the Public Safety and Security sector. It acquired Dictaphone's Communications Recordings Systems division (CRS) on June 1, 2005. CRS is a provider of recording, liability and quality management systems for first responders, critical facilities, contact centers and financial trading floors.   Current Ratio is a little low but this company is high recommond from Jim Cramer (Mad Money) based on Homeland Security and the Patriot Act effect.

Cognizant Technology Solutions Corporation (Cognizant) is a provider of custom information technology (IT) services related to IT design, development, integration and maintenance services for Fortune 1,000 companies located in the United States and Europe. Cognizant's core competencies include Web-centric applications, data warehousing, component-based development and legacy and client-server systems. Cognizant provides the IT services it offers using an integrated onsite/offshore business model, which combines technical and account management teams located onsite at the customer location and offshore at dedicated development centers located in India. Cognizant provides a range of IT services, including application design development; defining customer requirements, writing integration and re-engineering, and Application Maintenance.  Reward to Risk is a little low but should be find on a pull back.

Chicago Mercantile Exchange Holdings Inc. (CME) offers market participants the opportunity to trade futures contracts and options on futures contracts, primarily in four product areas, including interest rates, stock indexes, foreign exchange and commodities. CME's key products include Eurodollar contracts and contracts based on United States stock indexes, including the S&P 500 and the NASDAQ-100. The Company also offers contracts for the principal foreign currencies and for a number of commodity products, including cattle, hogs and dairy. Its products provide a means for hedging, speculation and asset allocation relating to the risks associated with interest-rate sensitive instruments, equity ownership, changes in the value of foreign currency and changes in the prices of commodity products. CME's customer base includes professional traders, financial institutions, institutional and individual investors, corporations, manufacturers, producers, supranational entities and governments.  Current Price is above the Price Objective.  This will be a nice buy on any significant pull back.

Broadcom Corporation is a manufacturer of semiconductors for wired and wireless communications. The Company provides manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices with complete system-on-a-chip and software solutions. Its product portfolio includes solutions for digital cable, satellite and Internet Protocol (IP) set-top boxes and media servers; high definition television (HDTV); high definition DVD players and personal video recording (PVR) devices; cable and digital subscriber line (DSL) modems and residential gateways; high-speed transmission and switching for local, metropolitan, wide area and storage networking; System I/ O server solutions; broadband network and security processors; wireless and personal area networking; cellular and terrestrial wireless communications, and voice over Internet protocol (VoIP) gateway and telephony systems.  Reward to Risk has outstripped the Price Objective.  This will be a nice buy on any significant pull back.

AMICAS, Inc. (AMICAS) is principally a provider of radiology and medical image and information management solutions. The AMICAS Vision Series products provide an end-to-end solution for imaging centers, ambulatory care facilities and radiology practices primarily in the United States. Acute care and hospital customers are provided an integrated, hospital information system (HIS)/radiology information system (RIS)-independent picture archiving communication system (PACS), featuring advanced enterprise workflow support and scalable design. Complementing the Vision Series product family is AMICAS Insight Services, a set of client-centered professional and consulting services that assists customers with a planned transition to a digital enterprise. The Company also provides its clients with ongoing software support, implementation, training, and electronic data interchange (EDI) services for patient billing and claims processing.  There is a lack of Positive Cash Flow.  The most recent quarterly earnings report was significantly lower than analysts' consensus forecast.

Joy Global Inc. manufactures and services mining equipment for the extraction of coal, and other minerals and ores. The Company's equipment is used in several mining centers throughout the world to mine coal, copper, iron ore, oil sands and other minerals. Joy Global Inc. operates in two business segments: underground mining machinery (Joy Mining Machinery or Joy) and surface mining equipment (P&H Mining Equipment or P&H). Joy is a manufacturer of underground mining equipment for the extraction of coal and other bedded minerals, and offers service locations near mining regions worldwide. P&H is a producer of surface mining equipment for the extraction of ores and minerals, and provides operational support for many types of equipment used in surface mining.

Microsemi Corporation (Microsemi) is a designer, designer, manufacturer and marketer of high-performance analog and mixed-signal integrated circuits and high-reliability semiconductors. The Company's semiconductors manage and control or regulate power, protect against transient voltage spikes and transmit, receive and amplify signals. Its products include individual components, as well as integrated circuit solutions. The principal markets the Company serves include implanted medical, defense/aerospace and satellite, notebook computers, monitors and liquid crystal display televisions (LCD TVs), automotive and mobile connectivity applications.  Reward to Risk is at 0.0 so this is a wait for pull back to entry price or lower.   +7.89% Previous Cycle Profit

General Electric Company (GE) is a diversified industrial corporation engaged in developing, manufacturing and marketing a wide variety of products for the generation, transmission, distribution, control and utilization of electricity. The Company operated in 11 segments. On June 23, 2005, GE announced reorganization of its 11 businesses into six industry-focused businesses effective July 5, 2005. The six businesses are GE Infrastructure, GE Industrial, GE Commercial Financial Services, GE NBC Universal, GE Healthcare and GE Consumer Finance. During the year ended December 31, 2004, GE acquired the commercial lending business of Transamerica Finance Corporation. Also in 2004, GE acquired Australian Financial Investments Group. On May 11, 2004, GE completed the merger of NBC with Vivendi Universal Entertainment LLLP. In December 2004, GE Infrastructure completed the acquisition of InVision Technologies, Inc. Also in December 2004, GE sold a majority interest in Gecis.  GE still has problems created by it's former CEO Jack Welsh and his beat the earnings at all cost accounting.  Fails Current Ratio, Quick Ratio and Debt to Equity test but this is one of the largest best run companies in the world and the current CEO is cleaning up the problems.

Corning Incorporated is a global, technology-based company that operates in four business segments: Display Technologies, Telecommunications, Environmental Technologies and Life Sciences. Its Display Technologies segment manufactures glass substrates for active matrix liquid crystal displays (LCD) and LCD televisions. The Telecommunications segment produces optical fiber and cable, and hardware and equipment products. Corning's environmental products include ceramic technologies and solutions for emissions and pollution control in mobile and stationary applications, including gasoline and diesel substrate and filter products. Life Sciences laboratory products include microplate products, coated slides, filter plates for genomics sample preparation, plastic cell culture dishes, flasks, cryogenic vials, roller bottles, mass cell culture products, liquid handling instruments, Pyrex glass beakers, pipettors, serological pipettes, centrifuge tubes and laboratory filtration products.

eCollege.com (eCollege) is an outsource provider of value-added information services to the post-secondary education industry in the United States and Canada. eCollege has two business segments: eLearning and Enrollment. Its eLearning segment provides technology, products and services that enable colleges, universities and high schools (K-12 schools) to offer online distance and hybrid educational programs, as well as on-campus courses. Datamark, the Company's Enrollment division, provides integrated enrollment-marketing services to the post-secondary school industry.

The Student Loan Corporation originates, manages and services student loans through a trust agreement with Citibank, N.A. (CBNA), an indirect wholly owned subsidiary of Citigroup Inc. (Citigroup). These loans are guaranteed under the Federal Family Education Loan (FFEL) Program, authorized by the United States Department of Education under the Federal Higher Education Act of 1965, as amended. The Company also holds student loans that are not insured under the Act, primarily CitiAssist Loans. The Company also originates and holds student loans that are not insured under the Act, primarily CitiAssist Loans. The Company has approximately two thousand relationships with schools and universities and offers a full array of student loan products. Generally, most of the loans that are directly originated by the Company are serviced by the Company throughout their lifecycle.  Fails both Current Ratio, Quick Ratio and Debt to Equity Ratio however companies in the finance sector usually have very high debt and no inventory. Daily Volume very very low, only 7000+.

Ceradyne, Inc. develops, manufactures and markets technical ceramic products, ceramics powders and components for defense, industrial, automotive/diesel and commercial applications. The Company's products include light-weight ceramic armor for soldiers and military helicopters; ceramic powders, including boron carbide, boron nitride, silicon nitride and silicon carbide; evaporation boats for metallization of packaging materials used for consumer products; functional and frictional coatings for automotive and textile applications; aesthetic ceramic orthodontic brackets; durable, reduced friction, ceramic diesel engine components; ceramic industrial components for erosion and corrosion resistant applications, and ceramic-impregnated dispenser cathodes for microwave tubes, lasers and cathode ray tubes. Ceradyne's products are sold into four markets, defense, industrial, automotive/diesel and commercial.

Concur Technologies, Inc. (Concur) is a provider of business services and software solutions that automate processes involved in the management of corporate expenses. Concur's solutions are designed to automate and streamline corporate expense reimbursement processes, reduce operating costs, improve internal controls and enable businesses to apply insight to their spending patterns through analytics. Concur's flagship product is its Concur Expense solution, consisting of services and software for automating the travel and entertainment expense management process. It also offers value-added services and software that are integrated with Concur Expense, as well as consulting, customer support and training for its customers. Concur operates in one segment: Corporate Expense Management services and software. It has sold its products and services to more than 2,000 companies in over 60 countries, including six of the top 10 Global 100 companies and 29 of the top 100 Fortune 1000 companies.

Core Laboratories N.V. primarily provides reservoir description, production enhancement and reservoir-management services to the oil and gas industry. The Company's services are directed toward enabling its clients to improve reservoir performance, and increase oil and gas recovery from producing fields. It operates in three business segments: Reservoir Description, Production Enhancement and Reservoir Management. The Reservoir Description segment encompasses the characterization of petroleum reservoir rock, fluid and gas samples. The Production Enhancement segment includes products and services relating to reservoir well completions, perforations, stimulations and production. The Reservoir Management segment combines and integrates information from reservoir description and production enhancement services.

Computer Programs and Systems, Inc. (CPSI) is a healthcare information technology solutions provider that addresses the specific needs of small and mid-sized hospitals. The Company provides, on an integrated basis, enterprise-wide clinical management, access management, patient financial management, health information management, strategic decision support, resource planning management and enterprise application integration solutions to healthcare organizations throughout the United States. CPSI also provides other information technology solutions, including outsourcing, remote hosting, networking technologies and other related services. From its initial hospital installation in 1981, CPSI have grown to serve 530 hospital customers across 45 states and the District of Columbia.

Ansoft Corporation is a developer of electronic design automation (EDA) software. Ansoft products are used by electrical engineers to design technology products, such as cellular phones, Internet networking, satellite communications systems, integrated circuits and circuit boards, and electronic sensors and motors. Engineers use Ansoft's software to maximize product performance, eliminate physical prototypes and to reduce time-to-market. The Company offers electromagnetic and circuit simulation technologies that meet the dual demands of accuracy/detail and complexity/size. Ansoft simulation technologies are based on fundamental research breakthroughs in modeling electromagnetic and circuit details at very high-operating device performance, and are tailored to meet the demands of Gigahertz and Gigabit designs.

Ansoft Corporation is a developer of electronic design automation (EDA) software. Ansoft products are used by electrical engineers to design technology products, such as cellular phones, Internet networking, satellite communications systems, integrated circuits and circuit boards, and electronic sensors and motors. Engineers use Ansoft's software to maximize product performance, eliminate physical prototypes and to reduce time-to-market. The Company offers electromagnetic and circuit simulation technologies that meet the dual demands of accuracy/detail and complexity/size. Ansoft simulation technologies are based on fundamental research breakthroughs in modeling electromagnetic and circuit details at very high-operating device performance, and are tailored to meet the demands of Gigahertz and Gigabit designs.

Advanced Micro Devices, Inc. (AMD) is a semiconductor company with manufacturing or testing facilities in the United States, Europe and Asia, and sales offices throughout the world. The Company designs, manufactures and markets microprocessor solutions for the computing, communications and consumer electronics markets. These solutions include embedded microprocessors for personal connectivity devices and other consumer markets. It no longer directly participates in the Flash memory devices market. AMD entered into a non-competition agreement, as of December 21, 2005, with Fujitsu and Spansion, pursuant to which it agreed not to directly or indirectly engage in a business that manufactures or supplies standalone semiconductor devices (including single chip, multiple chip or system devices) containing only Flash memory. Fails the Risk and Debt to Equity Ratio test.

Florida Rock Industries, Inc. is engaged in three business segments: construction aggregates, concrete products and cement and calcium products. The construction aggregates segment is engaged in the mining, processing, distribution and sale of sand, gravel and crushed stone. The concrete products segment is engaged in production and sale of ready-mix concrete, concrete block, pre-stressed and pre-cast concrete, as well as sales of other building materials. The cement and calcium products segment is engaged in the production and sale of portland and masonry cement, the importation of cement and slag, which are either sold, ground or blended and then sold and sale of calcium products to the animal feed, paint, plastics and joint compound industries. The Company also has an investment in a crushed stone plant in Charlotte County, New Brunswick, Canada and a distribution yard in New York City, New York.

LifeCell Corporation (LifeCell), incorporated in 1992, develops and markets products made from human tissue for use in reconstructive, urogynecologic and orthopedic surgical procedures to repair soft-tissue defects. The Company's patented tissue-processing technology produces a regenerative tissue matrix, which is a complex three-dimensional structure that contains vascular channels, proteins and growth factor-binding sites that provides a complete template for the regeneration of normal human tissue. It markets several products to a range of markets: AlloDerm for plastic reconstructive, general surgical, burn and periodontal procedures; Cymetra, a particulate form of AlloDerm; Repliform for urogynecologic procedures; GraftJacket and GraftJacket Xpress for orthopedic applications and lower extremity ulcerations, and AlloCraft DBM for bone-grafting procedures. LifeCell also distributes cryopreserved allograft skin for use as a temporary wound dressing in the treatment of burns. INVESTED ON PREVIOUS CYCLE 11.38%+ each time.

OSI Systems, Inc. is a vertically integrated, worldwide provider of security and inspection systems, medical monitoring and anesthesia systems, and optoelectronic devices and value-added subsystems. The Company's security and inspection systems are marketed worldwide to end users under the Rapiscan Systems brand name. Rapiscan Systems products are used to inspect baggage, cargo, people, vehicles and other objects for contraband. OSI Systems, Inc.'s medical monitoring and anesthesia systems, and related products and components are marketed and sold under the brand names Spacelabs Medical, Blease, Dolphin and Osteometer. Its optoelectronic devices and value-added subsystems are used in a range of applications, including aerospace and defense electronics, security and inspection systems, medical diagnostics, fiber optics, telecommunications, gaming, office automation, computer peripherals and industrial automation. In February 2005, the Company acquired Blease Medical Holdings Limited.  Fails the Net Profit Margin test but overall a solid business that is growing very fast.  As Kramer says, this company has positioned themselves to take advantage of Homeland Security issues dealing with scanning equipment for port security as well as neutron scanners (once perfected) that will be used to scan containers at ports for the presence of bombs and other explosives. 

Intersections Inc. is a financial information services company providing identity theft-protection and credit management services to consumers, and primarily sells monthly subscriptions that provide for a consumer credit-monitoring service. The Company and its financial institution clients market subscription programs to consumers throughout the United States and Canada using direct marketing techniques, mainly through inbound and outbound telemarketing and direct-mail conducted primarily through endorsed co-marketing relationships with credit card issuers, as well as media advertising. The Company's clients are principally credit and charge card-issuing financial institutions.

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NetLogic Microsystems, Inc. (NetLogic Microsystems) is a semiconductor company that designs, develops and markets high performance knowledge-based processors for a variety of advanced Internet, corporate and other networking systems, such as routers, switches, network security appliances, network access equipment and networked storage devices. Knowledge-based processors are integrated circuits that employ an advanced processor architecture and a large knowledge database containing information on the network, as well as applications and content that run on the network to make complex decisions about individual packets of information traveling through the network. On February 15, 2006, the Company closed an acquisition with Cypress Semiconductor Corporation, pursuant to which it acquired assets and intellectual property relating to Cypress' network search engine (NSE) business.
INVESTED ON TWO PREVIOUS CYCLES 21.77% & 25.14%

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