Date updated:04-19-2007
A little bit of everything. I've got a Mexican Homebuilder, a Fertilizer Company, a Brazilian Bank, and of course the shiny stuff: Gold. I know that each of these will earn me a 30% return.
I removed TM, STD, and JADE; replacing these with CHL, CPA, WFR, WFMI

-
WFR
Memc Electronic M - $12.93
- -0.39%
- $12.96
They have a big share of polysilicon wafers, which are crucial to making solar panels. The have strong growth prospects and everyone is becoming more "green" friendly.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
In Cody we trust! Here's what hedge fund manager Cody Willard said about Google: "What is the single best way to invest in all the products that were unveiled at Macworld and CES? With everyone on Wall Street already out trying to find out who supplies the iPhone and iTV or just buying Apple stock, I believe we can break from the herd and profit from all the new consumer electronic products with Google, a stock I covered in the first edition of The Cody Report. So how can consumer products affect a company whose main product is advertising via a search engine? The answer is that all of these new products empower and enable consumers to access content on the Internet. The iPhone, for example has Apple's Safari browser built in, so how will you find anything you are looking for on the Internet now? Google. How will you search for content to watch on Apple's iTV? You're going to Google it. It's all about accessing content on the Internet and publishing content to the Internet, and with everything that is happening now, Google is the biggest beneficiary of it all." Clearly GOOG is a stock to hold for the next 2-3 years, without worry.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
In Cody we trust! Here's what hedge fund manager Cody Willard said about Google: "What is the single best way to invest in all the products that were unveiled at Macworld and CES? With everyone on Wall Street already out trying to find out who supplies the iPhone and iTV or just buying Apple stock, I believe we can break from the herd and profit from all the new consumer electronic products with Google, a stock I covered in the first edition of The Cody Report. So how can consumer products affect a company whose main product is advertising via a search engine? The answer is that all of these new products empower and enable consumers to access content on the Internet. The iPhone, for example has Apple's Safari browser built in, so how will you find anything you are looking for on the Internet now? Google. How will you search for content to watch on Apple's iTV? You're going to Google it. It's all about accessing content on the Internet and publishing content to the Internet, and with everything that is happening now, Google is the biggest beneficiary of it all." Clearly GOOG is a stock to hold for the next 2-3 years, without worry.

-
CHL
China Mobile Limi - $47.88
- -0.17%
- $47.63
I also like T, but CHL has very little competition and is golden until the Olympics in 08 as a strong infrastructure play.

-
UBB
Ubb - $0.00
- N/A
- $N/A
Yes it is a risky BRIC investment, but as of Feb. of 07 Merrill Lynch and JP Morgan like, and if UBB is good for them, then it's good for me. "The big three private-sector banks -- Banco Bradesco , Banco Itau Holding Financeira and Unibanco -- and state-run Banco do Brasil have all expanded their credit portfolios over the last few years by reaching out to low- and middle-income consumers. That strategy, analysts say, should allow the banks to keep chalking up hefty profits even as domestic interest rates fall, a trend that began in the second half of 2005 and is expected to continue in 2007 as inflation slows."

-
POT
Potash Cp Saskatc - $99.61
- -0.06%
- $99.50
In addition to an awesome ticker, this company owns the fertilizer sector and will get an extra boost from the emerging ethanol industry. Long term investment, will reach $200 by end of 07. We will see a pullback in late winter, early spring, so be ready to enter there.

-
CPA
Copa Holdings S.a - $47.38
- +0.98%
- $46.81
This airline looks really good (has beaten earnings every time) and still has a PEG of

-
GLD
Spdr Gold Shares - $108.39
- +0.18%
- $108.03
A lot of people think that Gold will easily surpass its previous high of $725 an ounce by the end of 2007. However, there will be a pullback in late winter, early spring, so that's when I will be entering. If you don't want to play the GLD ETF than play AUY (YAMANA GOLD).
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