Quarterly Update 1Q 2006

Following is a list of all my active positions as of the end of the first quarter of 2006, with average buying price, current price (as of midday March 31), and unrealized gain or loss. All articles from the past year on each company are linked below as well, with the most recent articles at the top.

Ticker, Average Cost, Current Price, Gain or Loss

AKAM 14.26 31.96 +120.58%
Annual Checkup -- AKAM
Happy Thanksgiving! (AKAM, PRVD)

BRK-B 3,005.00 3,000.3501 -0.98%
Buffett makes a buy
Annual Checkup -- BRKB

CCEL.OB 3.80 3.27 -16.15%
Company on the CCEL bandwagon
Cryo-Cell -- investing for the future (CCEL)
Another poorly timed purchase (CCEL)
Annual Checkup -- CCEL
Broke the rule again (CCEL and SPDV)
Stop me before I buy OTC! (CCEL)

CHS 35.05 40.28 +10.60%
Slip into something less comfortable (CHS)
Chico's buys more growth potential (CHS)
Annual Checkup -- CHS
Chico's for the Man (CHS)
To buy this week? -- Chico's (CHS)

CKCM 19.186813 24.21 +23.05%
Quick buy note (CKCM)
Click marks the price (CKCM)
Annual Checkup -- CKCM
CKCM Still Clicking
Sometimes it just clicks (CKCM)

CVTX 21.01 22.45 +5.85%
Annual Checkup -- CVTX
Biotech earnings updates -- ISRG, MYGN, VRTX, CVTX
Ranexa's competition weakened? (CVTX)

CX 58.75 64.09 +7.93%
New buy -- Cemex (CX)

DWA 35.49 26.66 -25.29%
Annual Checkup -- DWA
Dream a little dream of Gromit (DWA)
Marvel Enterprises (MVL) and Dreamworks Animation ...

EWY 31.90 46.60 +42.45%
Annual Checkup -- EWY and IFN
Changes to portfolio I haven't gotten around to w...

EXEL 8.127742 12.0499 +44.77%
Exelixis upgraded with good reason
Annual Checkup -- EXEL
Exelixis diversifies
Still EXEL-lent
Recapping how they EXEL
Exelixis (EXEL) Bought June 17, 2005 at $7.66 ...

FORM 22.81 39.26 +72.07%
Chip Chop (INTC, FORM, WFR, AMAT)
Back in good Formfactor (FORM)
Annual Checkup -- FORM
Ouch! (FORM and WFR)
FORM post-call update
News from the FORM
Fantastic Formfactor?

GOL 27.543918 26.99 -4.11%
New buys -- GOL and MKL
GOL Scores Again
Multiple Expansion? (WFR, GOL)
This is almost too easy (GOL)
Scored more Gol (GOL)
This is ridiculous -- bought more GOL
Quick note -- GOL and LFL
Annual Checkup -- GOL
More on Gol (GOL)
Gooooooooooooolllll (GOL)
What to buy -- Brazil? (GOL, ERJ, PBRA)

GOOG 193.93 385.89 +97.92%
Google's Just Trying to Help! (GOOG)
Google Finance Beta
Him with his Google in his Mouth
Fear overtakes greed for Google (GOOG)
Google gives a surprise (GOOG)
Great Googaly Moogaly (GOOG)
Annual Checkup -- GOOG
AOL smartens up? (GOOG)
Google Fever
Strange Secondaries part 1 -- GOOG
Gimme Google

IFN 30.15 50.99 +64.57%
Annual Checkup -- EWY and IFN
Changes to portfolio I haven't gotten around to w...

IMAX 9.293636 10.18 +7.54%
Analyst Rollercoaster (IMAX)
Double Whammy for IMAX
Super IMAX?
Annual Checkup -- IMAX
Not so Entertaining (LGF, IMAX)
Weekend wait paid off -- Bought Imax (IMAX)
New buys -- MYGN and IMAX

ISRG 99.7195 119.6215 +17.24%
Intuitive Recovers (ISRG)
Buy on the dip -- Intuitive Surgical (ISRG)
Annual Checkup -- ISRG
Is the valuation Intuitive? (ISRG)
Can't resist the robot (ISRG)
Still Surging -- bought more ISRG
Biotech earnings updates -- ISRG, MYGN, VRTX, CVTX
Intuitive Surgical, Wish List Graduate (ISRG)
Wish list 2 -- ISRG, OLED, ERJ

LGF 10.47 10.14 -5.46%
Lionsgate Roaring Ahead (LGF)
Oscar Buzz (LGF)
Annual Checkup -- LGF
Not so Entertaining (LGF, IMAX)
Thought I Saw a Saw, too (LGF)

MIDD 47.74 82.9799 +74.44%
Conflicted -- losing money while being right (MIDD, VRTX)
Lightening the load (VRTX, MIDD)
Annual Checkup -- MIDD
Pizza burning? Get Middleby! (MIDD)

MKL 339.92 336.96 -3.24%
New buys -- GOL and MKL

MVL 18.12 20.19 +11.48%
Still patiently pleased with Marvel (MVL)
Annual Checkup -- MVL
Clobberin' Time (MVL)
Marvel Enterprises (MVL) and Dreamworks Animation ...

MYGN 19.33 26.01 +33.23%
Biotechs taking off again (VRTX, MYGN)
Annual Checkup -- MYGN
Biotech earnings updates -- ISRG, MYGN, VRTX, CVTX
Myriad reasons to buy more (MYGN)
New buys -- MYGN and IMAX

NHC 34.20 39.95 +12.00%
Annual Checkup -- NHC

NTES 12.6125 25.21 +86.14%
Beating Estimates with Netease (NTES)
Annual Checkup -- NTES
Netease-y Street (NTES)

NTO 2.14 4.52 +96.32%
Annual Checkup -- NTO
Northern Orion Resources (NTO) Bought May 20, 2...

PANL 9.97 14.48 +43.55%
Another small step for PANL
Annual Checkup -- PANL

PDLI 18.49 32.55 +74.81%
More Protein Design Labs, please (PDLI)

RADN 7.86 15.81 +95.31%
Radyne's still got it!
Radyne-o-mite (RADN)

RSTI 34.31 53.75 +56.11%
Rofin-Sinar's bumpy morning
Mad Money joins Rofin-Sinar Bandwagon (RSTI)

RYN 28.67 45.22 +54.52%
Annual Checkup -- RYN
Rayonier falls -- Timberrrr! (RYN)
Rayonier (RYN) Bought March 10, 2004 at $43.79 ...

SNDA 32.08 14.2495 -56.95%
Don't know what to do about Shanda (SNDA)
Cisco likes Shanda? (SNDA)
The Three Horsemen (SNDA, TASR, OSTK)
Shanda giving it away? (SNDA)
Shanda trouble (SNDA)
Buy 'em while they're down -- Shanda (SNDA)
Shanda Interactive Entertainment Bought May 28, 20...

SPDV.OB 1.709091 1.35 -25.00%
SpaceDev's Turbulent Flight (SPDV)
Annual Checkup -- SPDV
Broke the rule again (CCEL and SPDV)
Ending the week with a moonshot (SPDV)
SpaceDev Cadet

TASR 17.69 10.57 -42.94%
The Three Horsemen (SNDA, TASR, OSTK)

TINY 10.50 14.03 +30.60%
Strange Secondaries part 2 -- TINY

UBS 101.00 109.83 +6.12%
Good EPS for UBS
I BS, UBS, We all BS (UBS)
Looking for a lumbering beast

VRTX 12.06 36.02 +198.28%
Conflicted -- losing money while being right (MIDD, VRTX)
Lightening the load (VRTX, MIDD)
Biotechs taking off again (VRTX, MYGN)
A little optimism from Vertex (VRTX)
Biotech earnings updates -- ISRG, MYGN, VRTX, CVTX
Vertex takes the lead (VRTX)

WFR 16.25 37.31 +123.64%
Chip Chop (INTC, FORM, WFR, AMAT)
Multiple Expansion? (WFR, GOL)
Nice news from MEMC Electonic Materials (WFR)
Annual Checkup -- WFR
More on MEMC (WFR)
Ouch! (FORM and WFR)
What's up with WFR?
MEMC Electronic Materials (WFR) Bought June 10,...

Total return to date (not annualized) -- including closed positions not noted here: +29.72%

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