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Strategies & Market Trends : January Effect 2008

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From: Q.12/31/2007 7:06:46 PM
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My 8 picks for January 2008:

symbol ------ basis --- mkt cap -- comment
AAV 8.792 507 M US-traded Can inc trust, natural gas
ARTX 1.975 190 M armor, was my pick two years ago also
ASTM 0.52 53 M biotech, orphan drugs, plenty of cash
CVP 8.9735 203 M sells hotdogs at big stadiums
IFON 1.4424 21 M cell phone distributor in Latin Amer.
ISR 2.005 12 M medical isotope treatment products
PGLA 1.86 91 M biotech, liver cancer drug
VSTY 0.2208 3 M school book & uniform distributor


basis shown is my actual basis, including commission. Most trades were today (12/31), a few were a couple of days after Christmas.

Overall I didn't find huge signs of tax-loss selling during the last week. I was interested in some Canadian resource junior stocks but they bounced shortly before Christmas. I also intended to buy MKTY but didn't get a fill.

Good luck to all.
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