Date updated:08-14-2008
No description available

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ATVI
Activision Blizza - $33.74
- +2.46%
- $33.49
Great balance sheet: best of breed developer for all major platforms. Additional potential with Vivendi merger/Blizzard for online gaming.

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GLW
Corning Inc - $16.69
- +0.54%
- $16.38
Top glass producer, top fiber producer and growing environmental materials division. Long term potential in all areas. Solid management team.

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JNJ
Johnson And Johns - $70.67
- +0.31%
- $70.39
diverse drug/consumer products and a nice dividend. Good financials.

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FNF
Fidelity Natl Fin - $15.23
- +3.32%
- $14.64
Carry over purchase from prior to the spin off of FIS: already recovered my initial investment: playing with 'house money' until housing/mortgage markets turn around

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SGP
Schering Plough C - $19.26
- +0.52%
- $19.00
turnaround story: great/experienced management team, successful history of acquisition selection and integration: solid expense reduction and good pipeline.

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LOW
Lowes Companies - $25.75
- -0.08%
- $25.24
retail diversification pick. Good management, focus on keeping costs low, steady but not too rapid expansion.

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STZ
Constellation Brd - $21.42
- +2.15%
- $20.90
ambitious acquirer with a history of successful integration. Experienced management team.

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CX
Cemex Sab De Cv A - $20.30
- +0.35%
- $20.01
Global infrastructure play. Great management team with a track record of successful integration of acquisitions and reducing expenses and debt ahead of target dates.
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