Aluminum (Basic Materials Sector) play. With the global demand for steel, aluminum should make a nice substitute where possible but the cost of energy its effecting its profitability. Potential takeover target still makes it attractive.

High End Debt Fund (Financial Sector). Great dividen but its taken a beaten with the rest of the financials. I would stay away.

Aerospace (Industrial Goods Sector( play. I have taken a beating and dont have much to say. At $140+ Oil, a war winding down and airlines going out of business not to mention the downgrade by Goldman Sachs I cant see myself getting back in, in teh near future.

Farm Equipment (Industrial Goods Sector). Fantastic expose to global food demand but performing terrible as of the last few months. I have limited my exposure but believe its a great long term play on global food demands.

Storage (Technology) play. My only tech play that is just beaten down. I feel it has great upside potential and good managment. Along with RIMM, AAPL & INTC its my favorite tech play.

Conglomerate (Comglomaret Sector). What can you say, what do they not own. The stock is below $27. It seems like a no brainer but they have a huge finance exposure which may prevent them from rocketing in the near future. But its a long term play for me and if it goes to $25 I will back up the truck.

Oil Services (Basic Materials) play 2. A stock i bought 2 years ago that has doubled. One of my best pics ever but i will likely sell off and add onto HAL.

Oil Services (Basic Materials) play. Best of breed oil services. Likely to still prosper in the event the oil bubble burst.