Great longterm, shareholder friendly management. Japan biz demographics looking strong in the long term. US biz growing nicely. Good ratios and investment returns.

Brazilian chemical company with somewhat convoluted ownership structure and all the usual emerging market risks, but compelling longterm prospects.

Lots of lovely float being intelligently deployed.

2007 looks ugly but 2008 and beyond look better.

Large position from the speculative (IMO) corner of the market.

Continuing to hold this eldest currrent position. Pitiful dividend with CAGR likely about that of the broad US markets going forward but this one has routinely surprised me (positively) in the past.

Largest Mexican poultry producer with significant presence in the agricultural feeds, egg, and pork markets. Decent dividend. Competent management. Maturing economies consume more protein per capita and the company continues to engage in selected acquisitions/agreements in this highly fragmented market.

Tech stalwart should continue to innovate and kick AMD's butt in 2007-08.