Date updated:01-30-2007
Canadian and American equity . Diversified value and growth.
I have not covered all industries yet and will add companies when I do the homework. For now I only have Financials, Oil and Gas, Consumer Discretionary, Health care and food and beverage covered.

-
BHI
Baker Hughes Intl - $41.18
- -2.23%
- $41.40
The Oil services industry will continue to see solid growth for many years. BHI offers a diversified product line, has international exposure and great numbers. Should continue to see solid growth and sells at a discount to its peers.

-
CNQ
Canadian Nat Res - $65.14
- +2.81%
- $62.40
Has great exposure to western canadian oil and gas. Demand for energy will continue to grow . The company has had strong growth.Valuation is good and with a market cap of 26 billion still alot of room to run over the long term

-
NBR
Nabors Inds Inc N - $21.99
- -1.08%
- $21.80
Another Oil services and drilling company poised to see alot of demand in the future because of increased energy demands around the world. International exposure and absolutely rock bottom valuation. So cheap that i almost feel like im missing something...so if that is the case, let me know .

-
BNS
Bank Of Nova Scot - $43.43
- -1.70%
- $43.46
Not many investments as consistent as the major canadian banks. Has had stable domestic growth but the real future growth drivers are in the capital markets division and international operations and BNS has great exposure to both areas with 30% of revenuescoming from Cap markets and 30% coming from international banking. It is canadas most international bank and should see the most growth in the coming years all the while selling at a discount to its peers. consistant growing dividend also.

-
GS
Goldman Sachs Grp - $171.78
- -0.93%
- $171.96
Globally leading I bank and broker and with a saturation of retail banking in north america and a rising corporate M&A activity and increased wealth for individual investors, this form of financial service is poised for increased growth. Not to mention an multiple well below its peers.

-
DNA
N/a - $80.43
- 0.00
- $80.43
Genentech is a world leader in biotechnology, a great product line and they have the funds to continue to increase R&D for future developments. It is hard to tell where the next big hit in pharma will come so I also would not mind owning a biotech ETF just to cover my bases in an unpredictable but growing industry.

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AMED
Amedisys Inc - $39.96
- -2.87%
- $40.84
A baby Boomer play. A growing provider of specialized health care services should see strong growth in the coming years with an aging population. A somewhat speculative play with a market cap on only 600-700 million but in a growth sweet spot and only selling at 14X forward earnings.

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JWN
Nordstrom Inc - $33.93
- +0.03%
- $33.58
No Analysis added
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A. dude, i trust DB, as much as i trust
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bank is the BIGGEST F$$$$$ manipulator!
A. The only one I own : SLX,
too hard pick a winner out all of them
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