Company

Symbol

12.26.03 price

Feature Date

Price (when featured)

Gains

Comments

Opsware

OPSW

6.57

12.15.2002

1.80

365%

iSophia’s Company of the Year 2003. Read this week’s feature article and interview. If we’re right about Marc Andreessen’s 2^nd billion dollar idea, six bucks is still a reasonable price.

Taser International

TASR

87.19

1.01.2003

4.14

2,106%

Sell, if you’re in a position to take profits. Don’t buy high. With a market cap of under $300 million, the share price of this company is extremely vulnerable. (as evidenced by its extreme low/high). Institutional investment decreased significantly on 12.22.03. If this stock continues to belie gravity and reason, forget that we said anything.

Bennett Environmental

BEL

21.18

1.15.2003

6.99

303%

Still a growing company with more business than it can keep up with. Check out the web-site at www.bennettenv.com. In December 2003, Bennett Environmental was added to the S&P/TSX index. Money Central considers it to be undervalued compared to growth. Since it’s hitting 52-week highs, there might be a better buying opportunity for the patient investor. On the other hand, if institutional investment kicks in, the price could pop.

Genentech*

DNA*

94.63

2.01.2003

37.81

250%

Genentech is the leader in gene-based cancer drugs. Share price over the last three years has fluctuated drastically, providing multiple buy/sell opportunities and reliable profit-taking strategies for day-traders. If you’re in a profit position, it’s not unreasonable to take your gains. Before buying, look into what’s coming down the FDA pipeline. Approvals tend to give share price a boost. Problems sink it faster than the Titanic, offering a great buying opportunity into this respected company.

Goldcorp**

GG

15.79

3.01.2003

11.25

40.36%

This company has the lowest production costs of gold per ounce of all of the mines, and leads the sector in innovative R&D. If you’re looking to leverage yourself against inflation, adding GG to your portfolio is not a bad call. Patience might yield a slightly better buy-in price. A spike in gold prices should positively affect the share price. Check out iSophia’s recent article in archived ezine #40. Institutional investors bought in big-time on 12.22.2003.

Overstock

OSTK

20.90

4.1.2003

10.50

99%

Competitor to Amazon.com. Advertising this season may have paid off for Overstock, as it did last year’s 4Q. This is a "try it before you buy it" recommendation. Prices are competitive with Amazon, but is Overstock’s service? Stock popped last year after 4Q results.

LeapFrog

LF

27.21

5.15.2003

25.95

4.8%

Educational toys. Missed 3Q 2003 earnings, but has increased sales and earnings guidance for 4Q 2003. If you like the product, this could be a buying opportunity, especially if the 4Q numbers come in as strong as the company anticipates.

Company

Symbol

12.26.03 price

Feature Date

Price (when featured)

Gains

Comments

Real Networks

RNWK

5.20

8.1.2003

6.13

-15%

Real Networks announces earnings on 1.21.2004. They are suing MSFT for a billion, claiming antitrust violations in the online media market. Won a deal with Comcast to offer their IT jukebox service to customers. One of the leaders in the exploding music online service, along with Apple.

Net Gear

NTGR

15.60

9.1.2003

17.87

-12.7%

Received PC World’s highest reliability scores for wireless gateways, over D-Link, Linksys, Microsoft, SMC and Belkin. Offering Yahoo with networking products. Wi-Fi is a market that is exploding worldwide.

Jet Blue*

JBLU*

26.85

9.15.2003

38.06

-29.4%

Read iSophia’s feature article in issue 38. Jet Blue beats everyone in the sector for profitability per seat, capacity, expansion, growth, price to earnings and customer satisfaction. With big leather seats, personal television, brand new planes, no hassle policies and bargain prices, customers are flocking to the "out of the way" airports and bragging about less wait time in security lines and the gourmet meals that they carry on.

AU Optronics**

AUO*

11.62

10.01.2003

12.72

-8.6%

Flat screen television panels. Asian manufacturer. China is still predicted to beat the world in GDP growth. Money Central considers the price to be undervalued, compared to growth.

Reebok**

RBK*

39.17

11.01.2003

38.97

+.5%

Stable stock with a reputation for social consciousness and ability to capitalize on emerging trends.

Medicis**

MRX

70.61

11.15.2003

68.09

+3.7%

If Restalyne is next year’s Botox, look for this stock to pop like Allergan did. Restalyne is aCollagen wrinkle-filler competitor, that was approved by the FDA on 12.12.03. MRX plans to ship within 30-60 days. McKesson will distribute in the US. Restalyne is safe, effective, natural, biodegradable, non-animal and has been in use in Europe since 1996.

Sony Corp.**

SNE

34.30

12.01.2003

33.85

+1.3%

Sony may be on the ropes, but, like a true champion and the world’s favorite brand, they aren’t down for the count. Check out Sony’s turnaround plan and vision of the future of electronics in iSophia issue 43. Money Central considers Sony to be undervalued, compared to growth. Sept./Oct. tend to be good times to buy stocks on sale.