Date updated:06-12-2008
long/short approach....long "value" big caps and short consumer stocks dependent on discretionary income ....

-
GE
Gen Electric Co - $21.38
- -0.88%
- $20.54
best of the best...huge owner of japanese real estate...green play

-
PEP
Pepsico Inc - $66.64
- -3.42%
- $67.62
will survive and prosper in globalization

-
JNJ
Johnson And Johns - $64.50
- -2.51%
- $65.04
health care is still a theme

-
CL
Colgate Palmolive - $72.63
- -3.80%
- $74.45
safe and big

-
SU
Suncor Energy Inc - $28.90
- -14.27%
- $31.10
oil will be necessary and hard to find

-
USG
U S G Cp - $21.32
- -2.51%
- $21.10
buffett owned

-
TWX
Time Warner Inc - $11.23
- -7.34%
- $11.90
unlock value

-
WU
Western Union Com - $20.12
- -5.27%
- $20.82
cheap play
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