Date updated:11-17-2007
Valuation, cash is king, buy low and buy more later,

-
XOM
Exxon Mobil Cp - $64.57
- -9.69%
- $68.74
23 % (overweight)

-
CSCO
Cisco Sys Inc - $17.41
- -2.52%
- $17.32
32% (overweight)

-
WAG
Walgreen Co - $23.36
- -4.07%
- $23.91
20.5% (evenweight)

-
CBG
Cb Richard Ellis - $5.39
- -14.72%
- $6.15
5% (overweight) adding to position

-
BBY
Best Buy Co Inc - $22.86
- -6.81%
- $24.36
3% (underweight)

-
FF
First Oppty Fund - $5.21
- -11.69%
- $5.50
5% weighting (underweight) Nicholas Adams- 2x winner of The Lipper Performance Achievement Certificate. In 2004, First Financial Fund received the #1 ranking from Lipper for ALL closed-end equity funds for both the five-year and ten-year periods! In 2005, # 1 ranking for 10 year period.

-
CBI
Chgo Bridge & Iro - $10.37
- -21.14%
- $12.93
3%
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