Date updated:04-05-2007
Balanced portfolio of domestic and international equities with primary focus on growth and a secondary focus on value.

-
BBY
Best Buy Co Inc - $42.83
- -0.99%
- $42.81
Cyclical play that must have 10 points to the upside during the Q01 and Q02 of 2007. Will acquire more on 10% downticks.

-
SHLD
Sears Holdings Co - $71.94
- -0.72%
- $70.33
PEG ratio is still 1.65

-
NBR
Nabors Inds Inc N - $20.57
- -3.34%
- $20.20
Drilling becomes more important and costly as conflicts in major oil producing areas continue to rise.

-
YHOO
Yahoo! Inc. - $15.00
- -1.96%
- $15.01
Mass audiences continue to fragment. Yahoo was a fad that became a household name across multiple age groups.

-
MO
Altria Group Inc - $19.00
- -0.99%
- $19.00
Brand leader with diminishing liability issues in the US and a ROW strategy still in development stages.

-
IR
Ingersoll Rand Lt - $35.24
- -1.62%
- $34.59
Operating margins are everything in this business. They lead the leaders and my belief is they are more scaleable than the bigger, big machine makers.

-
MRH
Montpelier Re Hld - $16.77
- -2.67%
- $16.92
This is my only financial holding (outside of what is covered in my mutual fund investments). Not pleased with performance, but I have to believe that with minimal hurricane or other natural disasters, the increased premiums must drop to the bottom line. Patience should prove this to be an interesting investmentment.

-
DESC
Distributed Energ - $0.00
- 0.00%
- $N/A
This is a long shot that should do well as energy prices rises and operating costs among the drillers increase.
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A. I like the markets right now the stock
AM is a ok buy around 20.50 or under I
think there are better buys out in this
market besides AM I think if you wait
for another pull back you could buy some
in anticipation of the holiday season.
A. The only one I own : SLX,
too hard pick a winner out all of them
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