Date updated:01-08-2007
Evolving as my investment philosophy takes shape.

-
CIRAX
Capital Income Bu - $48.03
- +0.02%
- $N/A
Needed a core holding for my portfolio. This fund is rock solid conservative and safe and is exceptionally well managed. I also like that it is 40% invested in overseas firms. It performs steadily well regardless of the economy. 'The Perfect Storm' can't get to it.

-
XOM
Exxon Mobil Cp - $75.07
- +0.27%
- $74.49
Felt it was time for BIG OIL to make a move and that they were exceptionally well managed and positioned to take advantage of the 2006 economy, which turned out to be the case.

-
CVX
Chevron Corp - $78.04
- -0.17%
- $77.85
Chose CVX for the same reason, and love the nice dividend pay-out

-
GSK
Glaxosmithkline P - $41.47
- -1.87%
- $41.41
Outstanding, well diversified product line, great pipelline, foreign owned so not subject to pressures from democratic congress

-
WAG
Walgreen Co - $38.89
- -0.31%
- $39.44
Replaced my PFE with them, a low price due to the Walmart discount drug scare, which turned out to be nothing. Plan on expanding to 10,000 stores by 2010. It's gone up four or five bucks a share since I've bought it. I shop their all the time.

-
MSFT
Microsoft Corpora - $29.41
- +0.65%
- $29.08
I've held a small block for a long time just because it's an exciting firm to be part owner of, though it isn't what it once was.

-
SCSS
Select Comfort Co - $5.15
- -4.10%
- $5.33
The Motley Fool featured it in an interesting article and in the Fools stock picking contest 2600 to 30 Fools voted a resounding thumbs up. Great product, great management, great fundamentals, and cheap buy in price due to one aberattional quarter's results.
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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