Date updated:04-07-2008
current holdings

-
ACUS
Acusphere Inc - $0.69
- -2.82%
- $0.71
pharma speculation

-
CPTC
Cptc - $0.00
- N/A
- $N/A
ALT. ENERGY SPEC. 2MW WIND TURBINES

-
SPG
Simon Ppty Grp In - $86.23
- -2.36%
- $86.16
reits are a value at this point. may take awhile though. this is owned by several mutual funds

-
PLD
Prologis Sbi - $51.87
- +0.37%
- $52.34
another reit but different bz model. also owned by a lot of mutuals

-
WOOF
Vca Antech Inc - $27.88
- -0.75%
- $28.10
VCA animal hospitals. people will always go to the vet.

-
GSK
Glaxosmithkline P - $46.77
- +3.52%
- $46.89
hugh pipeline, seems cheap here and buffet owns it.
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A. two different industries depends on what
you like better both have huge steel
costs, i like BUCY because its just them
and JOYG for the mining and BUCY is more
direct. MTW is the best single source
for cranes but their win of enodis the
street to pissed at them. Both work for
the long term
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