Date updated:08-12-2008
Long term investments. Companies / industries that have long term intrinsic value (not reliant on current economic conditions) and some entrenched differentiation that is hard to dislodge. Counterweight to my high-tech profession.

-
IBN
Icici Bk Ltd Ads - $40.68
- +5.77%
- $39.80
India will grow. Growing economies need banks.

-
CRS
Carpenter Tech - $22.91
- +1.28%
- $22.93
Somebody able to make a living at steel in the US has to be innovative in a very old-school industry. Specialize in high-end alloys.

-
RYN
Rayonier Inc Reit - $40.77
- +1.70%
- $40.36
Forests are necessary. And I'm from Washington.

-
AMN
Ameron Inc - $65.90
- 0.00%
- $N/A
Basics of construction with a high-tech twist. Should adapt to needs as they change.

-
BNI
Burlingtn N Sante - $97.65
- +0.06%
- $97.48
Rail is one of the most energy efficient transports around, and we are going to face energy issues. Right now it goes up and down with oil prices, which is crazy!

-
EMS
Emergency Med Svc - $51.04
- 0.00%
- $N/A
Large private ambulance company. Aging baby boomers = more health care.
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A. don't let divy's distract you, compare
the industry....the market wants good
balance sheets with growth.....if ya
find one with a divy then ya can look at
it like it's a bonus.
A. The only one I own : SLX,
too hard pick a winner out all of them
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