Date updated:08-24-2009
Chew on these ....
My largest holdings at present.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
Will continue to add shares while ecoomy is weak. Should be good in the long term. Still the 800-lb gorilla in search.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
Will continue to add shares while ecoomy is weak. Should be good in the long term. Still the 800-lb gorilla in search.

-
MON
Monsanto Company - $73.66
- +5.23%
- $69.87
My play in the ag sector. Less volatile than the fertilizer companies. Good international growth prospects. Best seed pipeline in the industry.

-
MSFT
Microsoft Corpora - $29.01
- +0.07%
- $28.88
Long-term core holding. Cash cow.

-
BRK-B
Berkshire Hath Hl - $3385.00
- -1.17%
- $3445.00
Keeping track of Warren. Planning to take some off the table in the next couple of years. There's a certain amount of risk involved in owning a stock like Berkshire where some of its value is based on the cult of personality surrounding Buffett and Munger. The older these 2 get, the less I want to own.

-
CELG
Celgene Corporati - $53.65
- -0.91%
- $54.24
Spec health care play. Hope to hold on for the long term. Good pipeline and prospects. Very volatile so taking profits frequently.

-
ENB
Enbridge Inc - $41.07
- +0.49%
- $40.61
Canadian utility as well as oil and gas pipelines. Lower volatility play in the energy space plus decent dividend.

-
FLS
Flowserve Cp - $103.79
- -0.27%
- $104.03
Pumps and valves, primarily for the oil and gas industry. A way to play both the infrastructure and energy sectors. Experiencing excellent growth at the moment but very volatile.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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