Zeev's Turnips Patch-No Politics (ZEEV)

[dvdmogul]

Nice Post Alexander; but your first post on this thread said it even better; repeated here for those who missed it.

http://www.investorshub.com/boards/read_msg.asp?message_id=499049

IMO because I agree with the surmise that Growth through innovation guides the future; I have arranged my portfolios into 3 areas. New Mediums applications and Products , New Materials and Methods, and Defense.

Defense seems incompatible with the other two but here is why its not; The Olicharchic Defense companies like NOC and GD etc... are the worlds most sophisticated systems integrators. They also fund and relate to some of the most innovative technology.

The small and Mid Cap defense companies are feeder stock for transitions. Now; with Homeland Security we have a two tiers of funding and there is tremendous innovations coming, and that includes privatization and use of Space by industry. There are many levels to the economics of defense. I particularly like small caps with a foot in the commercial side with New demand coming from defense / homeland Sec.