Date updated:01-09-2007
My main portfolio compiled from accounts.

-
CVS
Cvs Caremark Cp - $31.64
- +1.80%
- $31.14
Drug store stock

-
BOOM
Dynamic Materials - $19.91
- -0.10%
- $19.84
Industrial metals; cladding is a "moat" they do best. Still building position

-
PEP
Pepsico Inc - $62.08
- +0.32%
- $61.67
Mom bought for me (Quaker). Has done well.

-
AGN
Allergan Inc - $58.62
- -0.05%
- $58.13
People want to look their best. Impressive CEO interview 11/06 or so on Cramer.

-
PLD
Prologis Sbi - $13.30
- +0.45%
- $13.12
Printed forms to start drip but never bought. Industrial REIT, well run, International exposure. Pricy.

-
CSCO
Cisco Systems - $23.46
- -0.93%
- $23.49
Oh my; heard about them in the 1990s but never acted. Their Linksys business is good.

-
EEI
Ecology And Envir - $15.34
- -0.90%
- $15.50
Dad worked there / throws nice dividend. Always a mess to clean up.

-
MAT
Mattel - $20.01
- -1.09%
- $20.25
Strong toy brands. Turn around may be happening.
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A. part of the circle of friends.
FFH
A. The only one I own : SLX,
too hard pick a winner out all of them
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