My picks, all of which I actually own in my real portfolio, but I am not crazy enough have 20% in any of them, although I am tempted by MVIS and CN.
(ALL LONG)
MVIS - Microvision, Inc.
CN - Calton, Inc.
AXC - Ampex Corp. Class A
MO - Philip Morris
LZB - LA-Z-BOY, Inc. ( What can I say, It,s my last name)
ALTERNATES
(1) GNE - Genentech
(2) ISIP - Isis Pharmaceuticals, Inc.
I know CN is borderline $1 stock, but with the completion of the sale of their major subsidiary for $1.72 per share and the start of a buyback of 1/3 of the shares, I don't think it will stay there. Forest, I won't be offended if you don't figure a value for it, if some days it drops below $1. ( Well, except for 12/31/98, but I have too much real money in this one to even consider that possibility.) |
