Date updated:05-30-2007
Sample of some holdings

-
PCU
Southern Copper C - $17.74
- -6.78%
- $18.57
10+% Yield, rebound opportunity following resolution of strikes at mines in peru.

-
MRK
Merck Co Inc - $29.49
- -1.60%
- $29.61
Continually upping earnings estimates, delay of Galvus opened the door for mass upside of Januvia/Janumet, new leadership has yet to disappoint, Vioxx litigation going better than anticipated.

-
KNOT
Knot - $8.12
- -9.78%
- $8.62
Let's face it, wedding planning is not prone to rational spending patterns. I got in at 7 and regrettably sold at 15 years ago. Back in now, thinking no new competitors have entered the space and is now a potential buyout target.

-
FMCN
Focus Media Holdi - $9.15
- -9.41%
- $9.71
Chinese advertising company completely taking over all LCD display advertising in this rapidly expanding market. Continued growth and less prone to massive decline when the Chinese market eventually collapses. Right now, bubble forming, as millions per month sign up for investing accounts trying to ride the wave. However, not in a speculative business. The ad revenue continues to grow and already has solid earnings/fundamentals.

-
IAF
Aberdeen Aust Equ - $7.68
- -3.64%
- $8.03
Australian high yielder ~10% per year at time of entry. Solid performance for several years with steady payouts. I like the international diversification and it's not in the typical hyper-inflated markets. A holder for years in my self-directed IRA account.
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