Portfolio Reshaping Mid-Year 2007, Part 2

Here are my current industry ratings.  Using my Bloomberg Terminal, I  ran a screen looking for cheap companies in those industries.  The result yielded eight tickers:

ACO CONN GMRK HES NSIT PDE SMRT SSI

I also added in the top 12 tickers from the last time that didn’t make it into my portfolio, and aren’t on the current list.  Here are the tickers:

ABFS [DBK GR] FINL FL GGC HERO [NGX CN] PTSI RADN SNSA URI WIRE

If you have other stock ideas for me, let me know (post a comment!).  Remember that I am a value investor.  I like them cheap.

Aside from any names that readers might give me, my list of possible replacements is done.  All that is left is to run my valuations/technicals model, and think about what to but and sell.  Early next week, I will run those models, and make the decisions by Independence Day.