reconsidering Stocks Wants Likes to get...
chunk up hard on the lows:
AUY - a must have (this is now part of the core - PBR AAPL FRO AUY - for 2008)
consider nibblers here
ABX
GOLD
LIHR
Note: If you have to have a financial play - consider GS - if I was in anything else financial and wanted to stay in anything financial, I would sell it and buy GS.