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No. of Recommendations: 3
Great post, Ted!
Obviously, you've put a lot of thought and analysis into your New Paradigm port. Kudos to you!!!

I feel very fortunate to have lucked into owning no less than 11 of the stocks on your lists: DSTM DSGX GWRX NSATF ENON CMGI IONN OPTK SGAI INPT SBAS

It's reassuring to see all but one (IONN) of my favorite stocks is held in high esteem by someone as intelligent as yourself. So I must ask if you considered IONN, and if so, why did it not make your list of small caps? Just curious, because IONN seems to be emerging as a baby gorilla in the network security niche, especially with its recently announced and highly referenceable relationship with Sycamore.

Also, I wholeheartedly agree with your bullish assessment of INPT. This company is positioned for spectacular growth in the XML space. Seems like it's just a matter of time until INPT gets discovered by the masses. And when it does, WATCHOUT! There are plenty of companies sporting $1 Billion+ market caps with less revenue & slower growth than INPT. With Input's current market cap of $64 million, the stock could easily see an increase of 1600%+ when Mr. Market catches on to this undiscovered gem! It's just a matter of time... ;-)


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