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As the price of a barrel of oil continues to climb, investors are benefiting from XOM. Bought in at 70, considered it undervalued at that point. I think it may be worth closer to 90-95 possibly 100 depending on supply and summer driving. Decent yield. Strong balance sheet.

Best of breed investment firm. Completely UNDERVALUED. Extremely low multiple. Run by the best money managers on the planet. Involved in most major private equity, LBO's and M&A's. Reported another strong quarter. Look to be closer to 340 by this time 2008

A necassary core holding in every portfolio. Currently range bound but I believe it will eventually snap out and hit the 75-80 dollar levlel. It may be slow on growth but as was Buffets main rule "never lose money" it is hard to get torched in this stock.

-Iphone -MAC -IPOD -New Operating system Although its market share is small it is continuing to gain ground on PC's. Robust growth and strong management. Say what you want about Jobs but he is a very good exec. Sales continue to suprise.

Robust international exposure. Even though there is slowed growth in the USA, that has not stopped JEC from preforming extrememly well. Bought it at 46 and re-upped later. I think its properly valued at 65. Its under the radar of its peers such as FWLT. When USA construction comes back, the company will grow even more!