Transportation This is my core holding. Looking for it to continue to grow 04/13/2007 Looking better and better since Warren Buffett started buying railroads. 4/25/07 Booyah, Got a mention on MM last night. 7/21/08 Still hanging onto this for better or worse.

Financial Probably going to establish a better postion in this stock. 4/13/07 Probably not, now that I think about it. 7/21/08 Dumped this pig at end of 07 for TLH.

Financial Doesn't everyone need some comercial real estate. Good dividends. 7/21/08 Would like to move this to my rIRA next year.

Financial SKYF(Sky Financial) Waiting for Hunington to buy them up. Then what? I'm thinking I'm a little heavy in this sector. 7/21/08 OYE what a clusterf*ck this has been. Sold this year for TLH.

Consumer Staples Daytona Bike Week is coming up. . .a lot of Jack Daniels will be flowing there. 4/13/07 Waiting for those dividends. 7/21/08 Jack Daniels has not let me down.

Energy Why not? 4/4/07Because it. . . Sells for approximately $0.60 per dollar of intrinsic value. Focuses its operations within a single geographic region, concentrating its wells in Texas, Oklahoma, and Louisiana so as to minimize distribution and operational costs. Has spent billions of dollars buying up primo natural-gas assets over the past few years. So if you buy the company now, you're getting in just as Chesapeake begins to monetize those investments to turn them into profits. With natural-gas futures trading for $7.50 on the NYMEX today, and for as much as $9.20 further out, Chesapeake's stock in trade looks likely to get wildly more valuable as time goes by. Even the $9 price could prove conservative as demand for gas grows, domestic supply dwindles, and N.I.M.B.Y. sentiment along the U.S. coastal states prevents the building of facilities to bring in liquefied natural gas to sate our demand. -from Motley Fool 4/21/08 What a pleasently suprising stock this has been.

Industrial Goods CNC machines, and the billet parts they produce are the wave of the future. Go ask the boys at Orange County Choppers, Boyd Coddington or Chip Foose what the demand for their wheels are. 4/25/07 Up 80% since I bought it. 7/21/08 Waiting for the tender offer to come shortly.

Basic Materials Well the strike is just about over. They are raising prices for their carbon and stainless steels. Good conference call. 4/25/07 This stock is exploding. It's a double for me now. In addition, where will TRN get the stainless for their ETOH tankers? 7/21/08 All out now. What a lucky pick this was.