Date updated:07-19-2008
2008 Contest Portfolio

-
Y
Alleghany Cp - $272.40
- +0.29%
- $271.83
Anticipating a weak market year, this company has a Berkshire flavor without the risk of Buffett death

-
MO
Altria Group Inc - $18.98
- -1.20%
- $19.16
Anticipating a weak market year, addictions will not diappear, good dividend, trigger for growth when North American tobacco is spun-ou

-
BAC
Bk Of America Cp - $16.09
- +0.06%
- $16.03
Anticipating a weak market year, good dividend not likely to be diminished, oversold due to liquidity concerns.

-
BR
Broadridge Fin So - $22.26
- +0.32%
- $22.19
Anticipating a weak market year, a recent spin-out still undervalued. Relatively immune from business slow-down.

-
CHKP
Check Point Softw - $32.48
- -0.88%
- $32.48
Anticipating a weak market year, this is the king of free cash flow. Undervalued at the moment. Internet users will continue to need protection.

-
XOM
Exxon Mobil Cp - $74.38
- -0.36%
- $74.38
Anticipating a weak market year, cash will continue to flow into thie company. Still undervalued if crude oil prices stay above $70/barrel.

-
HEW
Hewitt Assoc Inc - $40.69
- -0.39%
- $40.63
Anticipating a weak market year, will benefit from outsourcing demand as companies cut costs to respond to weakening market demands.

-
JPM
Jp Morgan Chase C - $42.46
- -0.21%
- $42.47
Anticipating a weak market year, same reasoning as BAC. Strong company, good dividend, oversold.
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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons
Also, DSX, for instance moved up after
hours.
It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).
A. The only one I own : SLX,
too hard pick a winner out all of them
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