Markel insurance- much like BRK in the 1970's they're putting the insurance float to work- stuffing it down holes that make more money,

Maritime company trading for less than it's assets- with a massive dividend yield. So the Street thinks things are going to get that much worse?

Largest travel agency in China- huge growth- the Chinese are going to have to spend those trade deficit dollars somewhere, right? And the 2008 Olympics won't hurt either. Expedia was over a 10b company- CTRP just 1.5B with a larger market.

Ii believe that mgmt will reach the 12b sales goal by 2011. This will make an easy double from my low 50's price. I think it's a shareholder friendly, world-class company.

Las Vegas sands casino- looks expensive unitl you actually look at cash flow potential. It's a value stock posing as a inflated growth story.

Good old JNJ- people run to it when times are scary- but I got in around 58- nice solid yield with tons of room to grow distributions (only 30% payout ratio). Besides, it's a all-around bet on healthcare and pharma with a floor made out of band-aids.

A little bit of speculation to liven up the portfolio. SVI just bought Jamba Juice- but the merger isn't complete. So the uncertainty is giving us about a 20% discount.

Lots of pent-up value here. CEO John Thompson will make this stock worth 30% more from it's 18.50 last week.