Date updated:01-16-2007
Fixed portfolio that allocates between component stocks.

-
FORM
Formfactor - $17.50
- -0.85%
- $17.54
Competitive advantage; solid balance sheet

-
CRED
Credo Petroleum C - $9.98
- +1.84%
- $10.17
Strong historical growth suggest capable management. Stock price pullback. Proprietary Calliope technology that recovers natural gas from spend gas fields.

-
FRK
Frk - $0.00
- N/A
- $N/A
Good reputation. Stock pullback. 1.5% Yield. Infrastructure theme - Southern States.

-
ING
Ing Group Nv Ads - $13.78
- -3.97%
- $13.77
Global financial force. Good yield. Some diversification away from US Dollar.

-
A
Agilent Tech Inc - $28.91
- 0.00%
- $N/A
Top notch instrumentation company. Very low balance sheet valuation for a tech stock. Growing health care instrumentation business - plays into aging demographic theme.

-
A
Agilent Tech Inc - $28.91
- 0.00%
- $N/A
Top notch instrumentation company. Very low balance sheet valuation for a tech stock. Growing health care instrumentation business - plays into aging demographic theme.

-
WDC
Western Digital C - $37.05
- -0.59%
- $36.96
Solid financials. Leader in computer hard drives.

-
BRL
N/a - $64.81
- 0.00
- $64.81
Strong generic pharma company. Good balance sheet. Stock pullback. Aging demographic theme.
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A. well, lets put it this way; i think gold
is headed for a top (dont konw how
major, but probably significant) and im
long
A. The only one I own : SLX,
too hard pick a winner out all of them
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