Date updated:10-10-2009
1.Long positions in utilities for dividends and U.S. infrastructure exposure.
2.Long positions in tech companies that have multinational exposure and supply the hardware and software or expertise necessary for expansion of global capitalism.
3. Long positions in industrial material companies with international exposure.
4. Energy, particularly natural gas supply and transportation.
5. Speculative positions in drugs and REITs with high yield.

-
PGN
Progress Energy I - $38.51
- +1.00%
- $38.23
Above 5% yield, regulated electric vertically integrated utility outside of organized markets...expect to hold this stock long b/c this company is doing some cleaning up of its house and has new CEO. Basically, I like the Carolinas and the fact that they also have a Florida territory where there are relatively good regulators. whole industry under cap & trade cloud.

-
GXP
Great Plains Ener - $17.78
- -0.50%
- $17.77
on-the-mend, getting back to basics electric utility with large dividend. Owns nukes in its generation fleet and is a transmission owner. they missed, they are in the doghouse. whole industry under cap & trade cloud.

-
DUK
Duke Energy Cp Hl - $16.22
- +0.75%
- $16.05
electric with CEO Rogers who has a portfolio of nukes, wind, and efficiency efforts in addition to coal and gas generation. transmission owner. whole industry under cap & trade cloud.

-
CSCO
Cisco Systems - $23.46
- -0.93%
- $23.49
punished for bad guidance and missing expectations..internet ain't going anywhere and a recession's not going to stop this company from expanding all over the world as part of the global development story.

-
GE
Gen Electric Co - $15.59
- -1.08%
- $15.66
Yep, it's been wacked for its financial business, but I am still keeping this for the dividend and the long-term.

-
WMB
Williams Cos - $19.85
- +0.15%
- $19.67
I bought this b/c although know for its pipelines, it has e&p division. It has been bitch slapped by low gas price...but this story is not over yet...ok it maybe, oh what a dog!

-
ABB
Abb Ltd - $18.70
- +0.38%
- $18.48
a Switzerland-based provider of power and automation products and systems. essentially ABB is a play into the grid investment story, though it has substantial revenue from the automation division.

-
ACI
Arch Coal Inc - $22.26
- -2.88%
- $22.60
if nat gas goes up than so will coal.
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A. If you are standing in line on Black
Friday watch out for pickpockets
disguised as shoppers.Also CNN Money has
a bias against people running their own
investment portfolio.They think you
should be only in mutual or index
funds.If you need a good laugh pick up a
copy of Money Magazine for a lesson in
Economic Propaganda.
A. The only one I own : SLX,
too hard pick a winner out all of them
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