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current long positions
NL Industries Inc. (NL)
Harvest Natural Resources Inc. (HNR)
KOS Pharmaceuticals Inc. (KOSP)
Craftmade International Inc. (CRFT)
Watson Wyatt & Co. Holdings (WW)
Intergraph Corp. (INGR)
Forest Laboratories Inc. (FRX)
Novo Nordisk A/S (NVO)
CR Bard Inc. (BCR)
Techne Corp. (TECH)
Linear Technology Corp. (LLTC)
Hallwood Group Inc. (HWG)
SunLink Health Systems Inc. (SSY)
United Capital Corp. (AFP)
Arbitron Inc. (ARB)
Check Point Software Technologies Inc. (CHKP)
Cryptologic Inc. (CRYP)
Catalina Marketing Corp. (POS)
Continucare Corp. (CNU)
Getty Realty Corp. (GTY)
St. Mary?s Land & Exploration Co. (SM)
Western Gas Resources Inc. (WGR)
XTO Energy Inc. (XTO)
Precision Drilling Corp. (PDS)
Edge Petroleum Corp. (EPEX)
Labor Ready Inc. (LRW)
USANA Health Sciences Inc. (USNA)
Tidewater Inc. (TDW)
Pioneer Natural Resources Co, (PXD)
Barry Petroleum Co. (BRY)
TETRA Technologies Inc. (TTI)
Abercrombie & Fitch Co. (ANF)
Oceaneering International Inc. (OII)
Kinder Morgan Inc. (KMI)
Nabors International Ltd. (NBR)
Devon Energy Corp. (DVN)
Newfield Exploration Co. (NFX)
Chesapeake Energy Inc. (CHK)
Rimage Corp. (RIMG)
Drew Industries Inc. (DW)
Gulfmark Offshore Inc. (GMRK)
SkyWest Inc. (SKYW)
Amedisys Inc. (AMED)
those are from screens. also MSFT and NEM. then add in japan and russia mutual funds. junior mining stocks in canada could do well as takeover targets, but metals aren't really my area.
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