ACM has had a great run up to $34 so I'm taking what I put in off the table and I'm playing with the houses money now. Its still a premier infrastructure play. 15% of portfolio

AZN is a good pharma play and has many drugs that won't be expiring (patent) for awhile and I belive its better than GSK or MRK. 5% of portfolio

CAT has been hurt by the housing crunch, but I believe analysts are too focused on the domestic growth when they should be taking a closer look at its international growth. 10% of portfolio

My uncle is the VP at Respironics and i believe that their respiratory equipment is top notch. RESP is little and has a very low amount of coverage from analysts but if it ever gets to that gold rule of 4 analysts I will be selling it. 15% of portfolio

I personally think that CKP is the best in its field. Its a stock that you would want to sell in November and buy in the spring. Its Tech and its cyclical. 5% of portfolio

Halliburton is interesting its trading at a 8% less YTD price and for being in a hot sector (Oil/ supply). I think it should go to $42 but its just sitting tight right now for some reason. 5% of portfolio

Altria is now ready to run if the Fed cuts this month I see this stock shooting past my $75 price target. I'm interested to see what happens when it breaks itself into two divisions or companies: domestic and international. 15% of portfolio

comments later 30% of portfolio