We are adding two new stocks to the IA portfolio. They are as follows:

BUYS:
Oracle (ORCL- BL $14, PT $18): Oracle has used the downturn in technology as an opportunity to wipe out its competition. Sure they still have competition, but now they have the upper hand.

The Company's principal activities are to develop, manufacture, market, distribute and service computer software. The Group operates in five business segments: Software Licenses, License Updates, Consulting, Advanced Product Services and Education. Software Licenses include the licensing of database technology software and applications software. Software License Updates provide customers with rights to unspecified software product upgrades, maintenance releases and patches released during the term of the support period. Advanced Product Services assist customers in configuration & performance analysis, personalized support & annual on-site technical services. Education segment provides media-based, instructor-led & Internet-based training to customers in use of the products.

Cemex (CX- BL $51, PT $60): The company's principal activities are the production and marketing of cement, ready-mix concrete, aggregates and clinker and the provision of services to the construction industry. Products include ordinary Portland cement, composite Portland cement, pozzolanic Portland cement, white composite Portland cement, sulfate resistant composite Portland cement and mortar. It markets its products in Mexico, the United States of America, Spain, the Caribbean (including Barbados, Costa Rica, Chile, the Dominican Republic, Jamaica, Nicaragua, Panama, Puerto Rico and Trinidad and Tobago) and Central America, Venezuela, Colombia, Egypt, the Philippines, Indonesia and Thailand. Brands include Tolteca, Gallo, Guadalajara, Monterrey, Centenario, Anahuac, Campana, Maya, California, Cempa, Sanson, Titan, and Construlisto Vencemos.