Hindsight Report for Wednesday February 8, 2006

Stocks I would have liked to own:


SIRF SiRF Technology Holdings Inc--one of my favorite stocks to trade, close to all time highs
DIET Ediets.com Inc--Who isn't overweight?
PEIX Pacific Ethanol Inc--Volatile as heck, be careful with this one. When oil prices are trending up, this is a good stock to be in, but with a tight stop
HANS Hansen Natural--recovering from a big sell off.
SIRI Sirius Satellite Radio--I dislike the business model of Sirius, but will trade for $.
HOMS Homestore Inc--Going up on Zillow hype?
NWRE Neoware Systems--Thin-client computer company growing steadily
RNWK RealNetworks Inc--A classic "channelingstocks.com" chart between $5 and $7, now breaking out into the stratosphere.
MOT Motorola, Inc--Great quarter, cute phones
WBMD WebMD Health Corp--Do you use the internet to search for medical advice? Someone is...
DISCA Discovery Holding Co--A 2005 spin-off from John Malone's Liberty Media, is actually only a 50% owner of the Discovery Channel, the rest is held privately
AMX America Movil--Hott Mexican cellular company, EVERYONE has a cell phone in the bigger cities of Mexico
EGHT 8x8 Inc--VOIP company, wild stock
CHRW C.H. Robinson Worldwide Inc--freight logistics company, see John Markman's discussion: he makes a good case for owning this company
QCOM Qualcomm Inc--nothing to say
SCSS Select Comfort--empty stores, great earnings. Go figure.
CHS Chico's Fas--Just acquired a small boutique company. Huge growth story.

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