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Current Holdings July 17, 2009

Chemical/Mining/Fertilizer

  • Dow
  • DuPont
  • Eastern Chemical
  • Freeport-McMoran
  • Mosaic
  • Rio Tinto

Conglomerates

  • Cooper Industries
  • General Electric
  • Textron

Defense

  • General Dynamic
  • Lockheed Martin

Equipment/Machinery

  • Corning
  • Deere
  • Flowserve

Communications

  • AT&T
  • Verizon

Consumer

  • Altria
  • Coach
  • Disney
  • Fortune Brands
  • Philip Morris

Energy/Energy Services

  • American Energy Power
  • Baker Hughes
  • British Petroleum
  • Chesapeake Energy
  • Conoco Phillips
  • Duke Energy
  • El Paso
  • Halliburton

Financial Services

  • Ameritrade
  • Goldman Sachs
  • Financial Sector SPDR
  • MasterCard
  • NYSE
  • PartnerRe
  • Sallie Mae

Miscellaneous

  • NASDAQ OMS
  • ProShares Ultra S&P 500

Pharmaceutical

  • Elan
  • Merck
  • Pfizer

Technology

  • Flextronics
  • Google
  • Microsoft
  • Riverbed
  • Storage Technology
  • VMWare

Transport

  • Burlington Northern
  • YRCW

Speculative **

  • AIG
  • Citigroup
  • E*Trade
  • Freddie Mac
  • Sirius

** On occasion, we may recommend selling Put options on these stocks, in which case you may ultimately be required to purchase the underlying securities if your option is assigned.

 Google Finance

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