Software monopoly that nobody hates, protected by advantages of network economics

Smoking remains a major growth business and these guys enjoy pricing power based on a highly motivated customer base

AMZN is rolling out a new line of business that I expect will enjoy the advantages of network economics and allow the company to break free of its "etailer" image

I want to cover at least one ethanol play

There is a LONG way to go before Apple runs out of room for its entertainment distribution model to grow

Aircraft monopoly that is tapped into rapid ROW air traffic growth

ROW development will create huge opportunities for many years to come

I like covering a niche defense play and can imagine growth opportunities outside defense