Date updated:03-06-2007
I focus on MACROeconomic themes..advantaged, growing economies and the undervalued companies WITHIN those economies.

-
HDB
Hdfc Bank Ltd - $134.12
- 0.00%
- $N/A
Finance co. in an expanding economy.

-
CCJ
Cameco Cp - $29.65
- -1.98%
- $29.80
Feeds Nuc plants in expanding economies through 2012. Dominate position in the U supply business. Key point in support of this stategy: The discovery of new rivers (an alternative source of energy) has advanced at a dismal pace.

-
TKF
Turkish Invest Fu - $11.97
- -1.16%
- $11.80
Trading opportunity, very low valuation lately and has location, location, location advantage. MStanley oversight only reinforces confidence in long term potential.

-
NYX
Nyse Euronext - $25.76
- -1.19%
- $25.84
Finance guys give this finance stock "google like" recommendations. I like the fact that they are networking around the world where the best is yet to come. I believe they have the beans to persevere and win.

-
DVY
Ishares Dow Sel D - $42.67
- +0.05%
- $42.43
A "passive" fund with an active screen for dividend payers with healthy payout ratios. If placed in a chemically induced comatose state for a decade, DVY may well be one of the few choices with which I could rest comfortably.

-
DBS
Powershares Db Si - $33.11
- 0.00%
- $N/A
An established finance company in a major transportation hub on a hot island, in the quickly developing Asian and Far Eastern economic region.
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A. golds gonna have a blow off top. when it
goes parabolic you'll know its time to
leave.
A. The only one I own : SLX,
too hard pick a winner out all of them
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