One of the largest producers of iron ore, able to pass on price increases to major market buyers such as India and China Somewhat of a weak dollar play. Part of Brazil's expanding growth

High yield shipper of dry goods. As long as world demand remains steady and the ability to build new ships to meet demand is limited, shipping rates will remain high along with profitability

International tobacco with less litigation risk. A good dividend, a secular growth stock that should do well when the economy is sluggish

A thrift that did not make the mistake of moving assets off its balance sheet. The bank serves high net worth customers with steady cash flows and rising growth

A turnaround is in progresss. Be patient - but I believe that growth will return and at these stock levels should provide a good return