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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (3829)	9/12/2006 11:11:22 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Went long Hanson Natural HANS a couple days ago. Energy drinks. I've had my eye on this growth stock for a while but hadn't really considered a buy until I re-evaluated holdings and valuations this past weekend. finance.yahoo.com Also considered: Knight Transport KNX (still...) Saytayam SAY and Wipro WIT (Indian IT - I have CTSH and INFY, so am probably already overexposed, but I like both of these too) Qualcom QCOM Panera Bread PNRA I was putting in the order for KNX when I paused and forced myself to wait awhile. It had just been downgraded and I don't want to be in too big of a hurry to redeploy some funds. Sitting with about a third cash, soon to be a little more due to a recent cash buyout. Enjoying the somewhat better interest rates - at least worth the time to keep track of them now.