Mine starting up in S Africa surrounds the Wesizwe mine. Wesizwe's value has skyrocketed since mining last year and has entered into the Western Bushveld Partnership. Rumor's abound that Wesizwe is looking to buyout the entire Western Bushveld Venture. Feasibility tests have been tremendously positive. PLG will probably start mining in 2008. Moat: Gold and Platinum from South Africa (70% of the world's source) Lots of money flowing in WBJV. The miners this year were given a whopping 60% pay raise to help prevent any from leaving/striking.

Everybody uses it. Solid performer that continues to grow. How they will grow is anyone's guess, but GOOG have proven itself to be a pioneer more than adapter. Moat: Name

Great diversity in assets. Earnings increase annually at a nominal rate. A great long-term play. In a weak sector, it has shown strong growth. Owns hard assets in real estate and infrastructure. With the growth in emerging markets, infrastructure is sure to become more valuable than real estate. Spinoff of BIP due in 2008. Moat: Cash cows in real estate and infrastructure. Value of paper can diminish during economic downturns but hard assets don't disappear.

Great global play. Great fundies + momentum. This one's a trading vehicle at this level though because of the high price (based on valuation). Moat: Name

Coal-to-liquid technology means low costs and high profits. China has an interest because of cost benefits and cleanness of technology.

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Lots of Supply and Brazilian. An oil company that's also a growth stock means high returns in the future. In addition, they've reserved services of major oil drillers for 3-year stint to help them extract all that oil.