Date updated:01-05-2007
Concentrated portfolio with a value orientation.

-
GE
Gen Electric Co - $16.17
- +0.94%
- $16.27
Purchase price: $35.50 Year 2006 Will work in 2007 as lagging big caps catch up.

-
USG
U S G Cp - $14.14
- +2.24%
- $14.10
Purchase Price: $49.00 Year 2006 Deep value cyclical. Has a 10% downside max due to Berkshire purchase history. Market share leader (30%) that is now free of bankrupcy distraction. Will outperform in any type of housing market stabilization.

-
PGR
Progressive Cp - $16.78
- +0.06%
- $16.89
Purchase Price: $23.50 Year 2006 Deep Value. Will gain share in soft market. 30% upside. 5% downside.

-
BRKB
Berkshire Hath Hl - $3352.30
- 0.00%
- $N/A
Purchase Price: $1500 Year 2000 Will outperform the S&P with a below average risk of permanent capital loss. Modestly undervalued at $3500.

-
MO
Altria Group Inc - $19.07
- +1.38%
- $18.96
Purchase Price $85 Deep Value High Relative Dividend /Break up Potential
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