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

-
CIRAX
Capital Income Bu - $48.09
- +0.25%
- $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 - $72.91
- +0.41%
- $73.04
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 - $78.51
- +0.22%
- $78.87
Chose CVX for the same reason, and love the nice dividend pay-out

-
GSK
Glaxosmithkline P - $41.23
- -0.29%
- $41.42
Outstanding, well diversified product line, great pipelline, foreign owned so not subject to pressures from democratic congress

-
WAG
Walgreen Co - $39.36
- -0.61%
- $39.79
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 - $29.12
- +0.38%
- $29.07
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 - $5.35
- +1.33%
- $5.44
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. The only one I own : SLX,
too hard pick a winner out all of them
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