BASIC MSATERIALS Copper and Gold! Large supply/demand inbalance...it is a fact!

ALTERNATIVE ENERGY/CHINA Fast growth, energy conversion for solar and wind technologies and expanding internationally, from its Governnment Ownership start-up to a more market oriented busines; has ties with major Chinese Universities for R & D

BASIC MATERIALS Best pure "Non China" China play; Located nearby with all the iron ore to supply China's industrial revolution for years to come and highly diversified internationally and within commodity markets--gold,copper,oil/gas,etc SUSTAINABLE (this is not cyclical anymore)

ENERGY Best deepwater drilling technology; give me this high tech company and let GOOG play on the internet while RIG brings up the oil SUSTAINABLE

ENERGY Builds stuff/high tech rigs for RIG and the others; nice recent pullback below $65 (soon to acquire GRP creating a formidable world "go-to company for all drillers and exploration companies SUSTAINABLE

INFRASTUCTURE/WATER No Capitlal investment, just expertise to design, engineer and oversee water plants, envirnmental remediation, power plants, rapid transit and roads and bridges SUSTAINABLE

EMERGING MARKETS INFRASTRUCTURE Cement manufaturing euipment, lots of cash, backlog and 50% of sales in Russia, 25% in Asia and 25% in the Middle East

ENERGY Conservation Swiss company active in all phases of the grid, from power plants to inside mfging facilities. Internationally highly diversified wth worldwide footprint