huge growth potential- recently sold 1/2 my position after run-up, to mitigate risks.

positioning in global markets, my confidence in management

global position & expansion, innovative product design, streamlined manufacturing,

attractive price- esp. comp to KO, effective aquisitions beyond soft-drink brand, long term stability and management

soividend, earnings growth, mid-east reagonal banking position

keeping my toes into emerging markets- I do not have time or expertice to research here (other than IBN, which is recommended by my most trusted advisors)

confidence in lambert, broad market reach of combined kmart & sears. recently paired down position as sales continue to decline; cost cutting is inherently limited as a strategy. lampert can not sell real estate for ever...

As energy market declines, i will pick more amoung depressed oil services. the politics of oil will not stabilize anytime soon- VLO another on my watch list.