Date updated:12-23-2008
Value orientated. Good companies at a reasonable (or better) price.

-
COP
Conocophillips - $53.99
- +1.41%
- $52.99
The cheapest oil major. Buffet owns 1%, recent addition.

-
MITSY
Mitsui & Company - $219.82
- -0.08%
- $223.73
reasonably cheap at approx 12x 2007 earnings. Exposure to a number of high growth global sectors. Oil and gas production, iron and coal production, power generation, recent agreement to jointly develop uranium mine in Russia. This company has its figure in so many pies, has been around since 1700's: japanese and asian consumer businesses, property and insurance. Company states that is on plan to considerably increase earnings over the next few years. May increase its dividend after 2008.

-
BID
Sothebys - $9.31
- +4.37%
- $8.92
Duopoly. Good inflation protection. At USD9 has 6% yield. Cash generating machine. Large moat to entry.

-
HOG
Harley Davidson - $17.58
- +1.33%
- $17.15
A lasting brand at a knock down price.

-
YARIY
Yariy - $0.00
- N/A
- $N/A
Fertiliser. Cheap valuation @ USD18. Low debt. reasonable yield. Low gas cost producer. Backed by the Norwegian government.

-
UN
Unilever N V N Y - $24.39
- +1.58%
- $24.12
European P&G. But, in mid 20's is cheaper
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A. There IS an advantage to ariticulate
one's gameplan, whether a trader or an
investor.
As an investment (at least one year and
a day), NOV and RIG represent money in
the bank.
NOV is deep in the money (on hand) with
respectable backlog of orders and RIG is
best of breed deep sea driller currently
operating where the proven oil reserve
is for the future.
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