Date updated:08-10-2007
taxable portfolio; also includes mutual funds, etfs, bonds. Currently (08/07) staying away from US consumer, financials. Like industrials, energy, international

-
FWLT
Foster Wheeler Ag - $32.57
- +1.91%
- $31.85
Best power generation technology; on time/under budget projects. With worldwide infrastructure buildout can easily go to $400 in 5 yrs

-
TEX
Terex Cp - $21.08
- -2.09%
- $21.62
better peg than CAT

-
BA
Boeing Co - $50.68
- +0.80%
- $49.98
787 sold out to 2015

-
RIG
Transocean Ltd - $87.31
- -0.07%
- $87.10
best of breed, getting better. $33 special dividend coming in 2007

-
DO
Diamond Offshore - $100.01
- +0.23%
- $99.43
Better near term growth than RIG

-
BUCY
Bucyrus Internati - $53.04
- +2.69%
- $52.09
Better PEG than JOYG

-
TIE
Titanium Metals C - $9.32
- +1.19%
- $9.21
More growth than ATI; titanium pure play

-
VMI
Valmont Inds Inc - $76.36
- +0.55%
- $76.66
power poles and irrigation systems very strong
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A. yes...he's making his own videos.
A. The only one I own : SLX,
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