Date updated:07-14-2009
making a transition. will do this transitioning over the next few weeks.
At all times, I will try to do best of breed. Good stocks have been beaten down by the economy and the market.

-
ORCL
Oracle Corporatio - $22.34
- -0.22%
- $22.28
Recent business buying activity should enhance position in the sector.

-
YHOO
Yahoo! Inc. - $15.38
- -1.47%
- $15.50
Mgmt looks to be good.

-
MFE
Mcafee - $40.62
- -0.95%
- $40.88
Recent cyber-attack activity by the N. Koreans is good publicity for this company's products. The public is more aware of the need. The company's balance sheets is good and earning potential can only increase.

-
GE
Gen Electric Co - $15.59
- -1.08%
- $15.66
A good stock to have in everyone's portfolio. Good balance sheet and as of this time undervalued. Good earning potential.

-
FL
Foot Locker Inc - $10.37
- -2.08%
- $9.92
Recent article by Barron's brought this company to my attention. The article's findings are accurate. A small position in the portfolio is ok. Can add to the position if it is needed.

-
STEC
Stec - $12.69
- 0.00%
- $N/A
ibd recommendation. A spec stock having a great run

-
FLIR
Flir Systems - $29.57
- -0.17%
- $29.56
GD just gobbled up AXYS. FLIR could be next. A spec play betting on a buy out.

-
OXY
Occidental Pet - $79.99
- -1.89%
- $81.12
A play in the oilfield. These guys were one of Mr Picken's favorite. If anyone around knows the oil patch, it is T.Boone. A play on his coat tail.
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A. a sector pair but not an industry pair
AAPL/AMT
A. The only one I own : SLX,
too hard pick a winner out all of them
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