Date updated:07-05-2007
Portfolio of unusual strategies when added together seem to make sense. This portfolio would have about 30% cash or high quality bonds.

-
EZA
Ishares Msci Safr - $53.73
- +0.54%
- $53.16
Everyone loves China. China loves Africa!!!! The Chinese are buying everything in Africa. The stocks in EZA are bound to benefit!

-
CX
Cemex Sab De Cv A - $11.03
- +0.82%
- $10.62
When housing finally takes off again, this is a sure winner. Even without US housing it's making money hand over fist!

-
ETF
Emrg Mkt Telcom F - $16.43
- +0.80%
- $16.27
Everyone wants a cell phone, even in jungles, deserts, mountains, and swamps. This one is a keeper for many years.

-
MTNOY.PK
Mtn Group Ltd Sp - $15.27
- -1.17%
- $15.42
Great telecom play in Africa and mideast.

-
AMX
America Movil - $46.40
- -0.90%
- $46.21
Mexico and Brazil teecom. Made Carlos Slim #2 in world. Will help us as well.

-
EEB
Claymore/bny Bric - $41.53
- -0.41%
- $41.09
BRIC, with a large dose of Brazil. A winner even if Russia, China or India falls apart.

-
ELMG
Ems Technologies - $12.98
- -1.52%
- $12.95
Headed for 25+

-
VLO
Valero Energy Cp - $17.29
- -1.59%
- $17.56
Sour crude equals sweet profits.
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A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
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