Reason: One of only two major players in that line of business, although I might like it a little more if it were a tad bit lower (below $35, maybe? $33 would be terrific...)

Reason: Ironically, this is with whom HD competes. LOW is best-in-class. I don't know if you've noticed this, but they'll park themselves right next to a HD store and steal their business... Good, quality company... If you could purchase this at the right price (a level you'd have to decide on), this looks to be a good long-term holding.

Reason: As I've explained elsewhere, their cost-of-capital is incredibly low. When combined with their high margins and exposure to Asian growth, this appears to be a good long-term hold.

Reason: Good, quality company. I prefer it to DE, but that could just be me...

Reason: Good slowdown play, if you need to add such a name to your portfolio. Yields 4.8%, which should give you a nice cushion if it were to fall a little.

Reason: A company that might prove beneficial to have held throughout 2007. It's hard for analysts to guess how much BA is gonna make this year, what with Airbus pretty much out of the picture. I think that leaves a good bit of room for BA to beat estimates...

Reason: I actually got this idea first from Mr. Altucher. The more I've looked at it, the more appealing it's become. It's the 800-pound gorilla of its industry...

Reason: Huge CF machine. People appear to be negative enough on it that - at some price - it could make you a little money.