Holding 5-18- 2007 and other things

Ranking
1 - buy more now
2 - buy more on dips
3 - hold
4 - sell
5 - dump

MA - 2
GS - 2
CTRP - 2
NYX -3 must investigate more, limited downside, do I have the conviction to hold it
ICE - 2.5 not sure how the CBOT offer will go
BW - 3 the downside on this is limited and the upside is good, should get some momentum in the material space

Ray and I talked about what we know

• war in Iraq
• dems control house and senate
• china is growing fast
• chinese loves gaming
• infrastructure is needed
• gas is high, no new refineries built in US, world consumption is increasing
  
• housing market sucks
• baby boomers are retiring
• data storage and retrieval is increasing tremedously
• Feds have a more neutral to slight tighting position
  

Now looking at this list, I ask myself, 'How do I profit from knowing this?'