Date updated:12-01-2006
Wide moat companies that are trading at reasonable valuations .. or special situations with limited downside.
These are actual stocks that I own .. not some fantasy portfolio.

-
GRMN
Garmin Ltd. - $31.01
- -2.58%
- $30.75
Market leader in GPS. US lags behind Europe on GPS penetration and will soon see a volume surge for this product. One of the easier bets I took. Bet ---- $60 by March 2007.

-
OC
Owens Corning - $23.45
- -3.42%
- $23.44
Came out of bankcuptcy due to viral asbestos litigation. Stock is trading at low PE because nobody wants to touch it with a barge pole. Largest maker of insulation products for the US market. 33% long term debt, but at a PE < 5, very limited downside. Lots of insider buying. Bet ---- $40 by end of 2007

-
MA
Mastercard Inc - $235.59
- -1.77%
- $234.52
Slice of every credit card trxn that has MA branding. Strong moat, litigation issues overblown. Stock is quite pricey at these levels, but a keeper for the long term. Bet ---- *already blew past my expectations*

-
H
Hyatt Hotels Corp - $28.35
- -0.91%
- $27.77
Realogy is the nation's largest brokerage. Whether you buy are sell home, you will need a broker. The best part is realogy does not have an inventory or holding costs. One in every 4 homes sold in the US is via a Reaology franchise. They are a pure comission play on real estate. Coldwell Banker, Century 21 etc. are well known names. There will be some cutback on the commission rate in the downturn and the volume of transactions have reduced as homes sit longer on the block. But the stock has limited downside and large upside. Bet ---- unknown upside at present
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A. The only one I own : SLX,
too hard pick a winner out all of them
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