Why we bought them?

A short summary of the reason for buying each holding and a sell strategy if any:

1	Philip Morris (MO)	Core Defensive Holding. Might sell, if yield falls below 3
2	Kraft Foods (KFT)	Core Defensive Holding. Might sell, if yield falls below 3
3	Plum Creek Timber (PCL)	Stable Income (under values assets): Largest Real Estate holder in US - Timber REIT.
4	Pfizer (PFE)	Defensive holding based on UV2 Dow screening.
5	ICICI Bank (IBN)	Should track Indian economy. Proxy for Asian economy?
6	Taiwan Semi (TSM)	China/Taiwan economy exposure. Good Dividend. Semiconductor exposure.
7	Petro China (PTR)	China & Energy (Oil) exposure. Oil major with good yield. BRK holding.
8	Harvest Energy (HTE)	Yield play on CanRoys - 17%. 73% oil, 27% gas with refinery diversification. Short-term uncertainities on confusion regarding Canadian tax law change that takes effect in 2011 brought the price down ~30%
9	Canetic Resources (CNE)	Yield play on CanRoys - 17% - $.20/month distribution. 53% oil, 47% gas. Short-term uncertainities on confusion regarding Canadian tax law change that takes effective 2011 brought the price down ~30%
10	Advantage Energy Fund (AAV)	CanRoy that is somewhat more speculative. Should consider exiting on a wild swing in the positive direction (hopefully)…
11	Google (GOOG)	Growth. Change in MOTT will be a sell reason.
12	Suntech Power (STP)	Growth. Click for our detailed analysis of STP.
13	Central Europe & Russia Fund (CEE)	Growth. East Europe exposure. Click for our detailed analysis of CEE.