Date updated:11-22-2007
Global growth portfolio capitalizing on thematic investing

-
BA
Boeing Co - $53.72
- +2.50%
- $52.75
strong aerospace cycle driven by need for fuel efficiency and increased demand from emerging economies like Asia and Middle East

-
KFN
Kkr Financial Cor - $5.55
- +0.18%
- $5.59
niche financing opportunities with margins expanding resulting from recent credit market dislocations. Low P/B, significant yield with 75% - 95% payout ratio, ROE in low to mid teens offers growth in BV (< 1X) thanks to leverage (up to 5X)

-
ATI
Allegheny Tech Ne - $34.82
- +2.32%
- $34.72
incremental demand for titanium from aerospace, nuclear, oil & gas, ethanol industries

-
BAC
Bk Of America Cp - $15.90
- +0.32%
- $16.04
model of consistency within financials. low valuation, interesting dividend history of accretive and synergistic acquisitions

-
ETN
Eaton Cp - $65.43
- 0.00%
- $N/A
move towards diversified industrial, away from trucking should offer less volatile earnings stream and mutiple expansion

-
BTU
Peabody Energy Co - $45.16
- +1.57%
- $45.26
incremental coal demand for electricity production, recent Patriot spin-off allows focus on higher margin PRB and Australian coal, opportunities for coal to gas technology, on a BTU basis has more reserves than XOM

-
KSS
Kohls Cp - $52.97
- -0.32%
- $53.49
credible plan to grow EPS in mid to high teens based on increased square footage by penetrating new geographies and expansion within existing regions, margin expansion through better merchandising and operating efficiency, limited organic or same store sales growth required and trades at discount valuation

-
OMC
Omnicom Gp Inc - $36.85
- +0.35%
- $36.99
strong free cash flow generator, consistent results, excellent capital allocator, benefits from complimentary relationship to emerging internet advertising market, US presidential election, Euro soccer, '08 Olympics to benefit results next year, generating incremental revenue internationally, particularly in emerging markets
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