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Shipping- Drybulk shippers, undervalued at the moment specifically Dryships
Railroads-CSX Corp, Burlington Northern Santa Fe, Norfolk Southern
Food-Proctor & Gamble, RJR Nabisco, Kraft
These business are "core businesses" meaning always in demand regardless of market conditions.
Most of my portfolio is in core businesses, but then again I invest for long term meaning 10-15 years down the line
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I think Big, I think Fast and I think Ahead 
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