Date updated:01-19-2008
Core Holdings

-
MA
Mastercard Inc - $140.93
- -5.91%
- $144.98
MA has no credit exposure. It is essentially a transaction processor, with a worldwide reach. MA has enormous scope to grow it's business in emerging markets, esp. the two jumbos, India and China. With the Olympics coming up in 2008, I fully expect MA to do rip-roaring business.

-
MO
Altria Group Inc - $19.29
- -0.46%
- $19.14
The imminent breakup of Altria, combined with a large, anticipated stock buyback, make this a core holding.

-
ACAS
Amer Capital Ltd - $13.04
- -13.30%
- $14.85
ACAS recently reiterated their intention of paying out $4.19 in dividends in 2008. In addition, there's the sizeable stock buyback.

-
TDF
Templeton Dragon - $15.49
- -8.67%
- $16.31
TDF is a closed end fund, investing in securities of Chinese companies. This has been a core holding for me for several years. Oh yes, it's managed by Mark Mobius.

-
GOOG
Google - $355.67
- -1.95%
- $357.50
There's been volumes written about this one. I expect this company to continue generating large amounts of cash as far as I can see. I expect them to continue to innovate. Check out Google Apps.

-
NYX
Nyse Euronext - $28.75
- -9.08%
- $30.42
Record volumes in the US as well as Europe, per recent news. Now they've bought the Amex, with a view to increasing the options' volume, which is more lucrative.

-
PCU
Southern Copper C - $10.85
- -9.58%
- $11.48
At least through 2008, I don't see Asian demand for copper abating. Plush, it pays a very handsome dividend.

-
VLCCF
Knightsbridge Tnk - $17.31
- -5.72%
- $17.97
Knightsbridge Tankers is a rarity among crude oil carriers. It owns only VLCCs (hence the ticker symbol) and sports an excellent dividend.
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