Gillette Co

G-N

(A Top Pick July 3/08. Down 13.23%.) Was stopped out at a 14.3% decline. Not a gold bug but thinks in the fall gold will break out above $1000. Gold stocks are lagging so the ones that will follow the price of gold will be the big caps. (See Top Picks.)

(Top Pick Jul 23/08 Down 7.75%) Still holding. A leader in gold industry. It’s here to provide some protection. Still making good money. Protecting against US continuing to print money.

Doesn't think the market really appreciates what a great deal this company got when Barrick (ABX-T) spun their Red Lake assets. They are now tops in that patch. Has shown some pretty good earnings growth.

New management is better placed to take the company to new levels. Company is now a little more diversified from gold. Fairly valued at these levels. Wait for a hiccup along the way. Prefers Barrick (ABX-T) which is cheaper.

Merging with Procter & Gamble (PG-N). This will be good for Gillette for distribution of their products.

Most investors should own 5/10% of their portfolio in gold at this time. This has not been one of the better performers. New management is coming in. Would prefer Placer, Newmont or even Barrick.

One mine company. New management. Like the gold area.

A defensive holding. Likes consumer staples at this time. High quality company, and predictable growth. Trades at about 25 X earnings. A little pricey, but worth it because of predictability.

A great American franchise.

(Was a top pick May 26/03. Down 3.3%.) Still likes.

A fair market value is $54 would indicate plenty of upside potential, but on a price to book basis, its at its peak at $34.

A conservative holding and momentum is on its side.

Defensive for the weaker summer months. A great base pattern thats starting to break out. Seeing higher highs.

Will benefit on a weaker US$ because of their foreign currency holdings.