Date updated:10-15-2007
Current holdings - all investments. Not looking for trading bargains, but buy and hold...

-
HP
Helmerich Payne - $25.90
- +0.62%
- $25.46
Great financials, good mgmt, busy industry, industry leader with a sustainable competitive advantage - innovation & tech in drilling rigs.

-
GLW
Corning Inc - $11.12
- -0.18%
- $10.89
Leaders in fiber optic cables and LCD panel substrates - both tremendously growing markets.

-
BRKB
Berkshire Hath Hl - $3267.00
- +2.41%
- $3189.00
It's Berkshire, it's Warren Buffett... enough said. Would have bought A shares if I could afford them.

-
COH
Coach Inc - $20.90
- -3.06%
- $21.18
Well run, good growth, good margins, good market - affordable luxury items in high demand.

-
GS
Goldman Sachs Grp - $85.41
- +1.08%
- $83.52
Was WAY undervalued during subprime mess. A solid financial that took a hit with the market for no good reason. A bargain back in August. Still some growth in it.

-
QQQQ
Powershares Excha - $30.76
- +1.05%
- $30.38
Nice ETF to cover tech since I don't trust myself in the tech sector - way too fast moving.

-
VCP
Votorantim Celulo - $8.53
- -0.12%
- $8.36
Well run, good growth, solid industry for the market they are in. Paper products in very high demand in Brazil.

-
MGM
M G M Mirage - $14.30
- -1.52%
- $14.10
Undervalued. Lots of growth coming for MGM. City Center will rake in the $$$.
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