Bought it at $13.30. Virtual Monopoly in Direct Mail consumer space, strong earnings, acquired Advo to increase earnings, cheap price, category-king

Speculative play, betting on Carl Icahn's ability to split the company into valuable parts. Also, currently price is extremely low.

Bought at $25.00 Tremendous earnings on capital, unique position in industry.

Bought this at $34.00 over 9 years ago. 10% Dividend on cost, Tremendous earning, high loyalty product, category-king. Spin off gave Kraft shares practically for free, effectively improving value in total. Expecting spin off of International Cigarette business.

Bought over 15 years ago, strong virtual monopoly position, category-king market leader. Grown earnings well, and has significantly improved its virtual monopoly position with Gillette acquisition recently in "owning" consumer household penetration by expanding into personal / skin care in a big way.

Got this one virtually "free" from Sara lee spin off, solid earning, #1 market position. Again, get to "own" personal care.

Bought at $42. Virtual monopoly. Wanted Western Union shares in spin off, was undervalued at buy. Now ready for take-over by KKR, FDC has already increased by $10 per share over cost basis

Bought at $25. Fantastic business, with major market share, great management.