Date updated:01-19-2008
Core Holdings

-
MA
Mastercard Inc - $236.16
- -2.58%
- $243.83
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 - $19.14
- -0.10%
- $19.24
The imminent breakup of Altria, combined with a large, anticipated stock buyback, make this a core holding.

-
ACAS
American Capital - $2.89
- -0.69%
- $2.93
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 - $26.858
- -0.27%
- $26.94
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 Inc. - $585.74
- -0.30%
- $588.89
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.

-
GOOG
Google Inc. - $585.74
- -0.30%
- $588.89
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 - $24.80
- -0.96%
- $25.23
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 - $35.16
- -3.41%
- $36.28
At least through 2008, I don't see Asian demand for copper abating. Plush, it pays a very handsome dividend.
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