Date updated:07-19-2008
2008 Contest Portfolio

-
Y
Alleghany Cp - $308.45
- -1.14%
- $316.00
Anticipating a weak market year, this company has a Berkshire flavor without the risk of Buffett death

-
MO
Altria Group Inc - $20.99
- +0.05%
- $21.07
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 - $29.29
- +4.31%
- $28.30
Anticipating a weak market year, good dividend not likely to be diminished, oversold due to liquidity concerns.

-
BR
Broadridge Fin So - $19.45
- +1.94%
- $19.16
Anticipating a weak market year, a recent spin-out still undervalued. Relatively immune from business slow-down.

-
CHKP
Check Point Softw - $25.58
- +1.71%
- $25.13
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 - $78.81
- +1.10%
- $78.54
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 - $40.01
- -0.07%
- $40.07
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 - $37.00
- +3.99%
- $35.52
Anticipating a weak market year, same reasoning as BAC. Strong company, good dividend, oversold.
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