Still a very cheap stock, probably one of the cheapest on the S&P. Multiples and earning growth are about the same.

Somewhat controversial, but it is one that people are buying. Smart Money is always more right than most processes.

Should come back with the economy.

A yield play. 5.1% gives you 10% return.

Still feels we are in a demographic play in a watershed period.

A gold play which is really a play on the weak dollar. Still feels the dollar has a little more to go on the down side. Gold is a bull market proxy.