Strong growth diversified across many Latin American emerging markets, favorable valuation, and the benefit of operating in a pseudo-utlility industry.

Great dividend, management, diversified across many individual investments in small upstart companies.

Strong dividend, stability, European exposure.

Eddie Lampert (in other words, not an investment in Sears or K-Mart).

One of the best managed specialty retailers, except electronic retailing to outpace growth of economy, along with medium-term boost from transition to digital TV and medium-to-long-term benefit from introduction of Apple stores within Best Buy stores.

One of Colombia's top banks, only publicly-traded Colombian company, a volatile stock with long-term growth expected with Colombia's continued rebound.

Expect Internet traffic to grow 15-20% annually over the next decade and F5 is one of the smaller, but well-managed players helping companies handle their Internet-related technology.

A "background" type of company that grows consistently doing what they do best with a history of good management that adapts to changing needs as technology advances.