Investment ideas

Following are the portfolio that has been selected on
basis of good company fundamentals mainly a good
P/E ratio and decent market/bookvalue.

Arcelor Mittal
Kennametal
Kloeckner
Philips
Salzgitter


Following have been chosen on basis of good growth prospects
(due to new products and new natural resource findings):

Anadarko
Apple
Equinox

Following shares have been chosen on basis of market leadership
and on basis of future growth of price of raw materials.

SSRI(Silver standard Resources Inc)
Uranium Participation Corp.(U:TSE)