Best investment ideas of 2006
Hawaii stock experts began the year with a $20,000 hypothetical portfolio:

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

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 |

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

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

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 |

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