Date updated:12-16-2007
Actual positions, plus some things I'd like to pick up.

-
USB
Us Bancorp - $23.73
- -1.04%
- $23.57
A bank stock raising its dividend! Buffet approved.

-
MO
Altria Group Inc - $18.54
- -0.70%
- $18.58
Dividend, solid performer. Bonus - company breakup.

-
SHLD
Sears Holdings Co - $67.65
- +1.14%
- $67.36
No Analysis added

-
NMX
Nmx - $0.00
- N/A
- $N/A
Eventual buyout.

-
ILF
Ishares S&p Lat A - $46.14
- 0.00%
- $N/A
Latin American Fund. The rare ETF chock full of good holdings.

-
CHKE
Cherokee Inc. - $18.68
- -0.53%
- $18.74
High dividend. Raised Div after missing a quarter - quarter missed because of the loss of a major brand. Growing outside of US.

-
HPQ
Hewlett Packard C - $49.16
- +0.63%
- $48.68
PC upgrade cycle. Taking market share from Dell. Benefits from AMD/Intel price war. Mixed - Has R&D unit that produces IP, but costs money. Not a pure PC cycle play.

-
PII
Polaris Industrie - $44.51
- +1.39%
- $43.42
Solid existing business with upside potential. Potential to take some motorcycle share with the Victory brand as the "other" American bike. Military contracts.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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