Friday, June 15, 2007

ILMN, MDR, NUAN, UCTT, ATW, IO

ILMN - Up, up and away. Looks like the word is out that sales are strong. I got back in around $33 and I expected it to linger a while.

MDR - It still hasn't seen a fair price yet. Look for a split around $100

NUAN - A big Motley Fool article. This really is a company to own and add to on any pullback. Voice recognition has yet to reach a tenth of its potential, and NUAN is the Microsoft of VR.

UCTT - Remember how they were languishing around $13? They are now almost at $15. Volatile stock but worth the ride.

ATW - Just hit a new high. You need to own this company

IO - Hit a new 52 week high. I've mentioned them in the past several times. They are very tasty and looks like the market agrees: up 50% in 6 months. (I own them at ~$11)

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It's all about oligopolies in the extraction/production of oil as well as select high growth companies.

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