Great balance sheet: best of breed developer for all major platforms with several profitable franchise games (COD, Guitar Hero, etc.) plus the MMO opportunities.

Top glass producer, top fiber producer and growing environmental materials division. Long term potential in all areas. Solid management team.

Diverse drug/consumer products and a nice dividend. Good financials.

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. Decent dividend that pays while I wait.

Experienced management team, successful history of acquisition selection and integration: solid expense reduction and good pipeline. Will reevaluate after Merck merger.

Retail diversification pick. Good management, focus on keeping costs low, steady but not too rapid expansion.

Highly leveraged, ambitious acquirer with a history of successful integration. Shedding low-end lines in favor of higher price point products. Experienced management team.

Great management team with a track record of successful integration of acquisitions and reducing expenses and debt ahead of target dates. Unfortunately they are very highly leveraged and are scrambling to restructure their near-term debt obligations.