Martin Howard Growth Portfolio

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Half of my weighting goes to energy. Why? It has lagged the past year Oil co. like Hess,Marathon,and Schlumberger are half of what they were in the spring of 2008. I have a feeling oil is going to break out to new highs. Canada's oils like Suncor is where you want to be.The Canadian banks are solid. Pfizer is still cheap. I still see upside with Cat and Deere. Nucor is a premier steel co. trading ridiculously cheap. We have a had a good run in September. But don't forget we had a terrible May,June,July, and August. Stocks are still nowhere near their spring 2008 highs in most cases.

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