My oil sector play. I entered into this with a $35 bid and will purchase more as it goes lower, as it certainly seems destined to. Long term, I believe it will prove itself a bargain unless they do something stupid.

Scaling in to this one starting at 8.90 with the belief this could get down to 4.90. The dividend would be sweet if it holds up....not counting on it. I'm aware this company has financial sector exposure - quite a shame for its long-term investors.

Paper play. Good ol' basic needs products.

Agriculture sector. Hey man, a loaf of bread is like $2.50 and farmers love big, new, green machines when they've got the bucks to spend on them.

Pharmaceutical play. It's more about the sector than the stock at this point. The P/E is a little high on this one for my comfort so I'm shopping for a replacement.

Personal Service sector play. An election's coming and tax reform could be next.

Marine/RV distributor. Speculative (small) portion of this portfolio. This is one I'm watching closely from the sidelines. They have layed off some key staff in the marine side of the business, so I'm expecting miserable 4th Q financials. There might be a buying opportunity if the stock price falls to support or lower.

Portfolio's long-term diversification "anchor".