Date updated:10-17-2007
Diversification of ESP assets

-
CSCO
Cisco Systems - $23.65
- -1.42%
- $23.61
Potential for upside; taking advantage of discount of employee-stock-purchase discounts

-
CAT
Caterpillar Inc - $59.96
- -0.07%
- $59.83
I expect major upside to CAT because of international exposure

-
GSF
Gsf - $0.00
- N/A
- $N/A
I expect oil services, especially deep water drillers, to benefit from the current supply/demand tug-of-war in oil.

-
DEO
Diageo Plc Ads Ne - $68.53
- +1.26%
- $68.85
I picked DEO as something as an international defensive play.

-
PCU
Southern Copper C - $34.74
- +0.29%
- $34.51
I was attracted to the divendend payout, the prospects of copper demand especially in the foreign market, and to increase my international exposure.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
I like their prospects and decided to take advantage of the July pull-back.

-
GOOG
Google Inc. - $566.76
- +0.76%
- $563.39
I like their prospects and decided to take advantage of the July pull-back.

-
VMW
Vmware - $41.60
- 0.00%
- $N/A
Although late, I couldn't resist adding this "over-valued" stock based on its future growth potential.
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A. Contact Altucher. He maybe willing to
help a brother out.
Also Scott Rothbort of Lakeview Asset
Management answers questions here
frequently. He may be able/willing to
help you out.
A. The only one I own : SLX,
too hard pick a winner out all of them
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