• Portfolio 1

• Boeing/Airbus Suppliers
• :: AA
• :: AME
• :: ATRO
• :: BA
• :: BW
• :: CR
• :: DASTY
• :: DCO
• :: ESL
• :: GE
• :: GR
• :: HXL
• :: LDSH
• :: LMIA
• :: MOG.A
• :: PH
• :: SPR
• :: TDY
• :: USAP
• :: WGOV

•  
• :: AL
• :: ATI
• :: B
• :: BEAV
• :: COL
• :: CYT
• :: DCI
• :: ESE
• :: ETN
• :: GLS
• :: HON
• :: KRSL
• :: LLL
• :: LMT
• :: PCP
• :: RTI
• :: TATTF
• :: TIE
• :: UTX
•  

• Portfolio 2

• Clean Diesel Consortium
• :: ARM
• :: BWA
• :: CDTI
• :: DCX
• :: ETN
• :: GLW
• :: LZ
• :: TM
• :: VOLV
• :: XOM

•  
• :: BP
• :: CAT
• :: CVX
• :: DE
• :: F
• :: HON
• :: SI
• :: TOT
• :: WGOV
•  

• Portfolio 3

• Tracking the Car Companies
• :: DCX
• :: GM
• :: NSANY
• :: TTM

•  
• :: F
• :: HMC
• :: TM
•  

• Portfolio 4

• Tech Stocks w/ Subscription Based or User Generated Growth Models
• :: AMZN
• :: BIDU
• :: CRM
• :: EXPE
• :: KNOT
• :: OWW
• :: SAP
• :: TLEO
•  

•  
• :: BBBB
• :: BOBJ
• :: EBAY
• :: GMKT
• :: ORCL
• :: PCLN
• :: SPSS
• :: ULTI

• Portfolio 5

• Uranium Mining Stocks
• :: CCJ
• :: FRG
• :: UEC
• :: URZ
•  

•  
• :: DNN
• :: RIO
• :: URRE
• :: USU

• Portfolio 6

• Account That I Manage (AKA not my money)
• :: ACIW
• :: AUY
• :: HNZ
• :: ISIS
• :: UNG
• :: YHOO

•  
• :: AKAM
• :: GLDD
• :: INFN
• :: NVDA
• :: WAB
•  

Least Favorite Stocks not set

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Things I look for:
1. strong endmarket demand
2. Consumer or Business driven spending
3. Consistent earnings and revenue growth
4. Management
5. FavorableAnalyst opninons and Research reports
6. Timing in the business or economic cycle
7. Portfolio allocation
- International/ Domestic allocation
- Industy allocation
- Value, blend, growth
- Small, mid large caps.