Date updated:11-27-2007
Widely diversified with inflationary hedges while providing robust international growth potential over the long-term and snacking-up some undervalued stocks and speculative long-shots.

-
AAPL
Apple Inc. - $194.34
- +0.16%
- $193.00
Good stuff, Maynard. Listen to i-pod or politicians for the next year. . .HMMM that's a tough one.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Solid growth potential. If you can't trust a bunch of geeks with so much free cash flow that they feel compelled to enter into alternative energy investments without knowing $#!& about it. . .then who can you trust? I put it to you!

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Solid growth potential. If you can't trust a bunch of geeks with so much free cash flow that they feel compelled to enter into alternative energy investments without knowing $#!& about it. . .then who can you trust? I put it to you!

-
BAJFF.PK
Baja Mining Corp - $0.694
- -3.36%
- $0.7065
Baja Mining. Speculative, but makes a lot of sense once you read the prospectus. A gut feeling long term investment. Seems undervalued based on solid fundamentals, but still not on-line and hasn't made a profit.

-
NLY
Annaly Capital Ma - $17.06
- -0.87%
- $17.18
Inflationary hedge. Mike Farrell is a freakin' genius with this stuff.

-
KO
Coca Cola Co The - $54.49
- +0.17%
- $53.97
Safe bet with international exposure. Can be mixed with any alcohol for a nice buzz and is good on a cracker.

-
MTW
Manitowoc Co Inc - $10.58
- -1.58%
- $10.66
You can't build high without cranes, but if the economy flops the demand should be crushed. They are an interesting company with a strong product line and have E. European and Indian manufacturing and distribution centers. Weak dollar=strong export as long as global economy remains fairly strong. Long lead-time.

-
CAT
Caterpillar Inc - $57.60
- -0.67%
- $57.38
Long term play. Need work on inventory mgmt and production, but working on it. Should be a solid export if global economy remains strong. Will not pick-up until housing market stabilizes.
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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