The long term energy consumption growth has not changed. The economy will improve, inflation will reappear and the Tar Sands up north will continue to flow south to the U.S.A. Obama's energy policies will make the U.S more dependent on Canadian Tar Sands. Accumulate while you can.

Conservative Mid-West Insurance company trading at Price/Book of .7. They have a well managed bond portfolio and solid management team. Collect the 6% dividend the next 18 - 24 months until this stock trades at a Price/Book of 1.1.

Payroll Service Co, an excellent alternative to ADP. Operating in the sweet spot of the U.S. economy. You will not get another chance to accumulate a stock with these gross & operating margins at a P/E of 15 again. Keep buying until the the unemployment rate increases at a declining rate.