Date updated:07-01-2008
agressive growth

-
KFN
Kkr Financial Cor - $5.51
- +6.37%
- $5.56
owns senior secured bank loans and borrows long. average maturity 9.9 years of borrowings.

-
SFI
Istar Finl Inc - $2.36
- +5.36%
- $2.22
major real estate lender and investor/ high and sustainable yield.

-
RIG
Transocean Ltd - $85.40
- -0.50%
- $84.65
big benefits of offshore drilling

-
IP
Intl Paper - $23.96
- +0.50%
- $23.32
very cheap world class company.

-
WY
Weyerhaeuser Co - $37.62
- 0.00%
- $N/A
value of timber alone exceeds the $50 price.

-
BMY
Bristol-myers Squ - $22.64
- +0.62%
- $22.56
high yield and growth

-
MRK
Merck Co Inc - $32.59
- -0.37%
- $32.61
high yield and growth

-
EFT
Eaton Vance Float - $12.84
- 0.00%
- $N/A
benefiaciary of recovery of senior secured banl loan market.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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