Obese Europeans?? Believe or Not..and I thought it was just us

Updated:
01.20.08
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Well we are in a Bear Market where Defense and ROW may be the place to look into. This Portfolio combines the two stratagies. I originally created this portfolio a while ago, but in this market..it seems to fit. A while ago, I was Reading through the Casual Male Conf Call and something jumped out... "Obesity Issues and the size issues of Europe are an Incredible Opportunity..The rates are increasing there-actually higher rates than are currently happening in the USA". Well heck, I have always had a weight problem...so it seems fitting that I create this portfolio. Anyway, my picks are Soda, Fast Food, Beer, Meat Products and the horrible terrible Casual Male for Fat Clothes which I stuck in the hate section. Altogether, these are the plays to fatten up Overseas...and I threw in a Med Diag. play to detect Heart Conditions.

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