Other technology related names companies that made the cut include Synnex ( SNX), Tech Data ( TECD), Benchmark Electronics ( BHE) and Electro Scientific Industries ( ESIO); which along with Ingram Micro, are the components of my Small Technology BITES Portfolio Update.

Non technology qualifiers include tobacco name Universal Corp ( UVV), retailers RadioShack ( RSH), West Marine ( WMAR), PC Connection ( PCCC) and Systemax ( SYX), business services name CDI ( CDI) and auto parts manufacturer Superior Industries ( SUP).

At the time of publication the author is long IM, ESIO, RSH.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.

Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder.

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