Date updated:11-23-2007
No description available

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AYI
Acuity Brands Inc - $31.90
- +2.34%
- $30.95
Bought for spinoff with ZEP. Consumer non-discretionary stock cleaning products. Concerned over future of lighting business with lagging home development but commercial buildings and MRSA should offset.

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PPL
Ppl Corp - $30.14
- +1.01%
- $29.80
Steady growth, safety stock.

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SWHC
Smith & Wesson Ho - $4.70
- -0.21%
- $4.67
Bought after a huge dip from a dissapointing earnings report, long-term stock. Worried about effect of recession on consumption of firearms.

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ZEP
Zep Inc - $17.23
- 0.00%
- $N/A
Makes cleaning products, steady market well-poised for recession. Spinoff should increase operating margins.

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MI
New M&i Corporati - $5.36
- -0.37%
- $5.37
Bought because Metavante spinoff makes the 2 companies worth more than MI alone. Barrons Article. Subprime and banking mess has really detracted value from this stock, I should have had a stop loss.

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MV
- $0.00
- 0.00%
- $N/A
Its a tech stock that came froma spinoff with MI.

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PVG
Penn Virginia Gp - $13.90
- 0.00%
- $N/A
It is a more stable play on the upstream market. It makes its money from leases on its land, hence it is relatively uneffected by the volatile price of natural gas but poised to do well over the long term.
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