19.2% of the portfolio - Portfolio B Up 320% in 12 years, not including an excellent always-increasing dividend. Planning to hold long-term.

16.0% of portfolio - Portfolio A Greatest brand in the U.S. right now. Great growth prospects for at least the next couple years still.

5.3% of portfolio - Portfolio A Yamana will be a winner beacuse they have great growth, low costs. If the price of gold goes up, that's just a plus. Since the stock price has been hammered down because of the proposed Meridian takeover, it should go up either way - if the deal goes through, it meets AUY's long-term needs. if it doesn't go through, stockholders likely will stop penalizing the stock for trying to make the deal.

4.8% of portfolio - Portfolio B A nice winner over the last year or so.

3.3% of portfolio - Portfolios B Great small-cap in a low-profile industry, great management, up around 1300% since 1/1/2000. Long-term holding (since 2001), may add more around $34-36.

3.2% of portfolio - Portfolios A & B Recently added core position in Portfolio B, plus have even more in Portfolio A, additionally have Jan. 2008 & Jan. 2009 calls. Super long-term growth propsects, as they turn their land grab of the last several years into huge production gains in the foreseeable future.

2.5% of portfolio - Portfolio A Position still on the increase. Great long term growth coming in subsea area of oil services. I like CAM too, but believe FTI is a better acquisition target.

2.9% of portfolio - Portfolios A & B Well positioned for years of global growth. Core position in Portfolio B.