Great stock with a lot of potential. Not cheap, but excellent potential going forward due to global warming. Donaldson has all the solutions for air pollution.

Doesn't need presentation. You get the best capital allocator in the world for a mere 100 K per year. No options, no gimmicks. The absolute no-brainer.

A service provider to the finance sector. It should grow with the sector, and probably faster due to acquisitions.

Very cheap when you consider that the Horizon Oil Sands Project will come on line in the second part of 2008. Buy today and wait the pop at the end of 2008.

Fantastic growth in Asia. Solid balance sheet (AAA like BRK) and strong management. Will be a lot higher in 10 years.

Methanex, a Canadian company, the world no. 1 producer of methanol. Very cheap on a fundamental basis, superbly managed. A possible take-over target. Should do well if your time frame is three to five years. Good, growing, dividend...