Eddie Lampert management. Eddie's smarter than me... Hidden real estate value in excess stores.

hugh growth in EPS. I have recently taken profits, so I am now playing with the house's money with this one. I am a little nervous about competition coming out of left field unannounced on this one. It seems like you are just waiting for someone to come up with a killer app which would undercut the paid search profits, which would slow the growth in EPS and in turn kill the PE multiple... Still, no one has been able to do it yet, so I am hanging on with a small position.

hugh growth in EPS. I have recently taken profits, so I am now playing with the house's money with this one. I am a little nervous about competition coming out of left field unannounced on this one. It seems like you are just waiting for someone to come up with a killer app which would undercut the paid search profits, which would slow the growth in EPS and in turn kill the PE multiple... Still, no one has been able to do it yet, so I am hanging on with a small position.

Reduction of costs by going to electronic trading, plus the acquisition of Euronext and possibly other foreign exchanges should lead to ARG.

Expect long term move away from cash / check transactions to plastic. Also, most Chinese dont have credit cards yet.

Low PE for best in class.

high yield around 15 - 16% before canadian taxes. Even if the Canadians change the tax rules on trusts four years from now, the yield would still be very good after getting taxed twice. If the law doesnt change, you will get a move back to previous levels before the proposed change. So you get paid 15% to wait.

Mostly just riding the 'Great Man' theory...