Date updated:01-10-2007
Continuation of main holdings

-
JWN
Nordstrom Inc - $33.84
- -0.44%
- $33.85
Known about Nordstroms for a while; a very high quality name. Read about them in The Macintosh Way. Sold half should not have on recent run up.

-
HSY
The Hershey Compa - $36.66
- +0.74%
- $36.19
Not sure about this one, but another classic brand. There's talk of a take over but it may be skuttlebutt.

-
WTR
Aqua America Inc - $16.23
- +0.12%
- $16.18
Need to find the water plays here at pickr. Built a position over time but not sure about the business.

-
KMB
Kimberly Clark Cp - $65.76
- +0.12%
- $65.85
Kleenex and diapers are quintessential items. Built position in a DRIP.

-
CME
Cme Group Inc. - $322.23
- -0.45%
- $323.69
Part of exchange portfolio. gold contracts!

-
GS
Goldman Sachs Grp - $171.13
- -0.51%
- $171.64
cramer pick. They seem to be involved in every private business deal that i would want to invest in.

-
ICE
Intercntntlexchan - $107.47
- -1.04%
- $108.63
part of exchange basket.

-
NDAQ
The Nasdaq Omx Gr - $19.86
- +1.79%
- $19.35
part of exchange basket. May need to lose them; don't like their posturing with the London Stock Exchange; acking like ugly americans.
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