Date updated:10-20-2007
Well Diversified Growth, and Commodity Plays.

-
AAPL
Apple Inc - $96.87
- +5.88%
- $97.27
They are not just a great technology company with great products, their marketing is amazing. Apple is everywhere and i believe they are taking more and more market share everyday. Students are using Apples more and more, they will transition the use of Apple computers in thier business's and any other Apple products will be bought because their products work together very will. And Finally APPLE is the a trendy item that does not seem to be dying down anytime soon.

-
XLE
Energy Select Spd - $44.20
- -9.72%
- $47.00
Simple, Rapid Global Growth = Higher Energy Usage = Energy Companies Reporting Great Earnings = XLE Going Much Higher.

-
LULU
Lululemon Athleti - $12.495
- -1.85%
- $12.58
Slightly Speculative but If you've seen Under Armour go wild and wished you were a part of that major uptrend, LULU is primed and ready to take of the same way 40% in three days with plenty of volume and a blowout quarter. Many Many more stores to Open in the USA and then were not even talking Europe expansion yet.

-
GS
Goldman Sachs Grp - $115.06
- -5.18%
- $117.19
Recognize a best of breed when you see one, these guys at GS print money in a backroom somewhere. They made money while Bank of America, Wachovia, Citibank, Washington Mutual, Wells Fargo.... and many many more reported huge losses. They are brilliant. You have to have this company in your porfolio, especially while we have a friendly FED by our Side.

-
GLD
Spdr Gold Shares - $71.71
- -5.68%
- $74.44
Inflation fighter every portfolio should have some Gold especially during a Fed's Softening Cycle.

-
HOLX
Hologic Inc - $13.81
- -3.70%
- $14.06
With the recent Acquisiton of Cytyc they are primed for growth in Women's Health. With more Analyst Coverage being initiated and higher price targets, this stock has Tons more upside, Especially during a softening U.S. Economy. Great Defense to go along with the Offense in the Portfolio

-
CMG
Chipotle Mex Gril - $41.08
- -5.21%
- $42.91
Another Great defensive play, a healthy fast food play with plenty of growth, new retaurants opening everywhere i love this type of growth. SOLID COMPANY. GREAT IPO.

-
GOOG
Google - $355.67
- -1.95%
- $357.50
IT WILL NEVER STOP GOING UP. JUST WATCH!!! They are purely software right now but wait until they get into hardware which i think is very possible. Very innovative, they hire great talent and all i can say is Microsoft watch out.
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10/20/2007 23:16 PM CDT Asked by Big_Poppa
Nice Portfolio. I like GME through Christmas. I believe CMG has topped. I like their food and they are a good company, but don't like the future of the stock price.
Nicely done, though.