Nation-wide effort to upgrade first responder communications puts EF Johnson in a good position. A recent federal contract is a good example.

A previously unusable by-product, insoluable rice bran, will become a considerable component to the diets of many.

Gold producer with good reserves. Gold price is staying elevated due to demand and geo-political instability. I see neither of these conditions changing any time soon... except to perhaps get worse (good for gold).

Magellan appears to be undervalued. Earnings have lagged. Recent acquisitions should provide the earnings to boost stock price to at least par with market.

New products, an over-due replacement cycle, Mr. Gates continually reinventing the company, and they pay a dividend... what's not to like?

The American consumer is over-extended - just like our government. Portfolio Recovery is going to benefit BIG as more and more people start defaulting on notes. Couple that with changes in bankruptcy laws, making it harder to hide under bankruptcy.

Electronic commerce is only going to increase.

Gee... holding a weapons systems manufacturer... in this stable geopolitical environment... what am I nuts?