I guess we should just leave our portfolios "as is" and unless I hear different I will be sending the first bottle of wine to Greg.
IF WE were to change our portfolios I would add :
SDIX. a pure play in food and water safety. IMO a small-cap stock that has a niche market with great potential for long term growth. Each day you read more and more about food safety and the issue of genetically modified foods and SDIX is a pure play in this area. They have a dominate role in the European market in which they(food processors)have to test for GMO in their food products. SDIX's CEO recently reported that their phones have been ringing off the hook since Cornell University reported the unusual deaths of monarch butterflies in this country in which it was traced back to genetically modified seeds.
CLGY. not great science but for anyone that has suffered from the condition in which they are in final Phase III testing with their drug, you would have to agree that there will be great demand for this drug treatment. Personally, I will be one of their customers and gladly pay the price for the drug.
ATRX. peridontal disease is a major market and if dentist can be changed in their treatment methods(SRP), then ATRX has a great future.