Capital appreciation plus a 9% yield....duh

I deal with Avnet on a daily basis. Electronics distributors are good indication of economic activity 3-6 months out. When lead times start moving out, it's a sign of tightening inventories and higher profits for distributors.

Avt's main competition.

National's been going thru the roof this week after exceeding analyst's expectations for 4Q06. Watch SOX. It's the key to market performance in 07. Just about to break out of a huge 5 year triangle.

Royal Bank of Canada. Some of the strongest financials I've seen and greatly undervalued.

Domtar plus Weyerhauser. Everyone needs paper. P&F breakout, above 61.8% fibonacci on the rebound. Strong financials and technicals coming together.

Just broke out of consolidation - 3/07.

Moving up. Good fin's. Higher oil will drive the bottom line too. 5% yield.