Best investment ideas of 2006

Hawaii stock experts began the year with a $20,000 hypothetical portfolio:




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BARRY HYMAN

FIM Group Ltd.

Position: Vice president of management team

Year-to-date return: +19.5%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
21st Century Holding TCHC Property / casualty insurer 360 $18.46 $6,708.15 +42.5%
Liberty Global LBTYK Broadcast services / programming 236 $25.06 $5,914.16 +18.2%
Financial Industries FNIN Life / health insurance 603 $8.60 $5,185.80 +3.6%
iShares Lehman 1-3 Year SHY Index fund 25 $80.34 $2,064.08 +2.9% Treasury Bond Fund
Short MidCap 400 ProShares MYY Index fund 57 $68.50 $3,904.50 +2.7%
Cash



$114.00
Changes: Buy 168 shares of Cimarex Energy (XEC) at $35.19, 1,913 shares of Action Products International (APII) at $1.76 Total $23,890.69 and 181 shares of 21st Century Holding at $18.46; sell Liberty Global and previous position in 21st Century Holding




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RICHARD DOLE

Dole Capital LLC

Position: Chief executive

Year-to-date return: +10.1%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
Lockheed Martin LMT Aerospace / defense 50 $86.06 $4,354.10 +36.9%
Pfizer PFE Medical / drugs 200 $28.36 $5,831.52 +25.0%
Newport NEWP Scientific and technical instruments 202 $16.30 $3,292.60 +20.4%
Nasdaq-100 Index Tracking Stock QQQQ Index fund 100 $40.65 $4,072.76 +0.8%
Alexander & Baldwin ALEX Ocean transportation / real estate 99 $44.37 $4,462.16 -16.9%
Cash



$9.20

Total $22,022.34



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Alan Matsuda

Position: Certified financial planner and registered investment adviser

Year-to-date return: +7.0%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
streetTRACKS Gold Trust GLD Commodity 100 $59.47 $5,947.00 +15.3%
Seaspan SSW Ocean shipping 100 $22.48 $2,340.16 +10.5%
iShares MSCI South Korea Index Fund EWY Index fund 130 $46.25 $6,012.50 +3.4%
Scudder Global Commodities Stock Fund GCS Commodities 400 $15.35 $6,140.00 +2.3%
Cash



$964.00

Total $21,348.22
Changes: Sell streetTRACKS Gold Trust, Seaspan, iShares MSCI South Korea Index Fund and Scudder Global Commodities Stock Fund




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IRWIN YAMAMOTO

The Yamamoto Forecast

Position: Editor and publisher

Year-to-date return: +3.5%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
HSBCdirect ** -- Bank savings account -- 4.94% $20,706.00 +3.5%

Total $20,706.00
Changes: Buy E-Loan at 5.36%; sell HSBCdirect




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NORM CARIS

Caris and Co.

Position: Managing director for institutional sales

Year-to-date return: -1.7%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
Oakley OO Optical supplies 272 $17.05 $4,637.60 +16.1%
Novellus Systems NVLS Semiconductor equipment 165 $27.66 $4,563.90 +14.7%
Hawaiian Holdings HA Airlines 1,003 $4.16 $4,172.48 +4.3%
Taiwan Semiconductor *** TSM Semiconductor equipment 311.1 $9.60 $3,117.38 +2.6%
Unifi UFI Textile / apparel 1,316 $2.40 $3,158.40 -21.1%
Cash



$2.04

Total $19,651.80



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DWIGHT MELTON

Hawaii Stocks and Options Group

Position: Co-founder

Year-to-date return: -23.2%

COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 VALUE* TOTAL RETURN
Hansen Natural HANS Beverages / non-alcoholic 33 $32.48 $4,287.36 +3.1%
iShares MSCI Brazil EWZ Index fund 86 $38.47 $3,308.42 -3.7%
Joy Global JOYG Machinery / construction and mining 100 $37.57 $3,783.12 -5.4%
TETRA Technologies TTI Oil / field services 63 $24.16 $1,522.08 --20.4%
Daktronics DAKT Electronic components 112 $20.69 $2,317.28 -28.3%
Cash



$151.00

Total $15.369.26
Changes: Buy 55 shares of Gymboree (GYMB) at $42.18, 35 shares of OM Group (OMG) at $43.94 and 77 shares of CPI (CPY) at $48.54; sell Daktronics, TETRA Technologies and Joy Global

* Includes dividends

** According to Bankrate.com and calculated on a compounded daily basis from the starting point of the period. The 9/30 close represents where the interest rate stood at the end of the quarter. Cash in other investors' accounts also received the highest rate listed by Bankrate.com

*** Adjusted for 3.0% stock dividend



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