| PAST TOP PICK | | Toyota | TM-N | 92.340 | (A Top Pick Sept 13/07. Down 21%.) A global leader. The whole macro environment has been difficult for them. One of the best names to hold within this sector. Very strong balance sheet. Hold. | 2008-07-09 | |
| DON'T BUY | | China Mobile Hong Kong | CHL-N | 65.810 | Great growth story in the Chinese emerging market. Have a 70% share of Mobile and 400 million customers. Regulators are trying to change the playing field in China so risk has risen. Capital expenditures could increase with the governments requirement of 3G standard. Use caution. | 2008-07-09 | |
| TOP PICK | | Asahi Pretec | 5855 JP | 0.000 | (Japanese exchange.) Recycles precious metals. A way to play metal prices without actually buying mining stocks. | 2008-07-09 | |
| DON'T BUY | | Archer Daniels Midland Company | ADM-N | 32.830 | Involved with corn-based ethanol. Rising corn-prices creating margin compression. Inflationary pressures will result in a reduction in bio-fuels produced. Not a home run stock. Not a sound “green fuel” production procedure. | 2007-09-13 | |
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