Tuesday, April 04, 2006


Our most incredible producers have by far been our Airline investments (CAL) & (AMR), however, Many of our Stock of the Week investments for our Stocks or Bonds sitehave returned 20% or better. We update a few of these profitable picks:
(TFX), PAM Transportation (PTSI), Weider Nutrition International (WNI),
RTK, and (TOD).

Todd Shipyards,(TOD) which has operated in the northwest since 1916,declared a 50% increase in dividends just last week.(TOD)Although we just purchased the stock in December, it has been one of our best performers with an ROI of 34%. One of the most attractive aspects of (TOD) is thier knowledge and history of and industry that is unpredictable. (TOD) has proven to be a leader in our portfolio.


Teleflex Incorporated (TFX), designs and manufactures specialty engineered products.

TFX is made up of three very different business segments:

Teleflex Aerospace supports commercial and military aircraft;Teleflex Medical which supports health providers , and Teleflex Commercial

We purchased TFX in May of 2005. The stock has risen 26% trading today at $56.

Rock-Tenn Company (RKT) is primarily a manufacturer of packaging, merchandising displays and paperboard. For the three months ended 31 December 2005, RTK revenues rose 27% . The investment we’ve owned since June 05 has returned a 23 % gain to our portfolio.

PAM Transportation (PTSI) is a land carrier generating 99% of its revenues by operations conducted in the United States. Net income and earnings per share were up over 2004 with mechanics in place to reduce operating ratio and increase bottom line profitability.Putting an additional 20% revenue into our pocket PAM Transportation (PTSI) is nothing to sneeze at!

Weider Nutrition International (WNI), debelops manufacturers and sells vitamins and nutritional supplements . Weider distributes its products to over 60,000 retail locations as Schiff International. Third quarter profits in 2006 doubled over 2004.