Got bored sitting in my training class, so I decided to wondering my imagination aloft the classroom and enter a deep thought about the future of my prospective and current companies. I tabulated the companies and assign a value to it in each of the following areas, weighting the same; Financial, management, product growth, competition, great company, technolgy depletion, PE/Cap, and more importantly, the OneOnian model. Keep in mind I am still swim in a sea of imaginaries, without physical contacts of the physical world “internet” judgements are based on what my memories serves me the best, beside the numbers and CEOs, other fields should be fairly accurate. Of course, I will do a much more detailed analysis at end of this quarter, maybe 50 pages, alot more info than Q1 Q2 reports. So be excited to look forward to that. Without further giberish, the rankings are: ACH, CEO, PTR, CHL, YZC, GRMN, FCX, MT, CREE. You can see this is different than my current portfolio composition, I will have to adjust toward this ranking when the price is right. I would rather to buy in a grander ampitude instead of selling to redistribute the compositions.