Date updated:08-01-2008
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-
MO
Altria Group Inc - $19.29
- -0.46%
- $19.14
Tobacco & Beer, healthy dividend, growing international play, need I say more? And just wait until they spin-off PMI.....

-
KFT
Kraft Foods Inc - $28.18
- -3.59%
- $28.56
Acquired through MO tax-free dividend spin-off. Safer Consumer Products play during volatile market. Earn a healthy dividend while preserving capital and waiting to see how "Smart Money" Peltz, Ichan and Buffet do with this food giant.

-
COP
Conocophillips - $49.06
- -9.08%
- $52.29
Never hurts to have an integrated oil play. I like COP bolstered behind their $15 billion stock buy-back

-
HON
Honeywell Intl In - $27.85
- -3.47%
- $28.20
I think there is still huge upside for this Dow darling

-
ORCL
Oracle Corp - $17.17
- -2.94%
- $17.20
Taking share and customers from SAP.

-
WAG
Walgreen Co - $23.36
- -4.07%
- $23.91
Baby-boomers need their drugs from some place, and this retail giant shows nothing but strong, steady growth

-
FWLT
Foster Wheeler - $24.82
- -13.22%
- $27.77
Net increase in order backlog and positive FY '08 outlook coupled with recent retreat make this an attractive discount buy. Slowly building a position for mid/late year turnaround.

-
PM
Philip Morris Int - $40.83
- 0.00%
- $N/A
Times are good, times are bad, tobacco still reigns supreme. Acquired from Altria spin-off, huge play on international tobacco growth. Buy backs and dividend increases expected to continue, remains a cash cow.
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