• U.S. Housing Market
• Goldman Sachs Group
• U.S. Economic Cycles
• Interest Rates
• Bank of America (BAC directionless and still scrambling for a CEO)
• Bank of America
• Bank of America (Lewis retires - clears for new management)
• Salesforce.com
• Temporary Liquidity Guarantee Program (TLGP)
• J P Morgan Chase
• BPZ Energy
• Affiliated Computer Services
• British Airways
• American Express Company (AMEX in a strong position - prepared to repay TARP)
• J P Morgan Chase (Relatively insulated against US downturns)
• Bank of America (BofA will face increased regulation)
• Wells Fargo
• Citigroup (Cutting costs works)
• Wells Fargo (Wachovia acquisition proving to be valuable.)
• Berkshire Hathaway
• Bank of America (Overpriced aquisition of Merrill Lynch)
• Visa
• American Express Company (AXP as a holding bank gives it access to US Treasury stimulus package.)
• Triumph Group
• RTI International Metals
• Worthington Industries
• Louisiana-Pacific
• Orbital Sciences
• ITT Corporation
• Flowserve
• Harvest Energy Trust
• Lincoln Electric Holdings
• Enerplus Resources Fund
• Atlas Energy Resources
• CHC Helicopter Corporation
• Textron
• Emerson Electric Company

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