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Rental & Leasing Market Industry
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 Aggreko plc provides rental energy solutions, including power, temperature control, and compressed air systems to companies around the world. Markets served by the company include refining/petrochemical, manufacturing, oil and gas, and construction. In addition, Aggreko provides comprehensive project design planning, installation, commissioning, process enhancement and operating services, and 24-hour on-site service and maintenance support. In July 2003, the company opened a location in McAllen, Texas, which would service the entire Rio Grande Valley and the Maquila territory in Mexico. In the same month, Aggreko, LLC, the North American division of Aggreko plc, introduced a line of GHP2 diesel electrical generators into the U.S. market.
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 BGI, Inc. engages in leasing equipment and providing services to charities for use in their fund raising activities. The company's primary product, the charity station sweepstakes machine, uses a sweepstakes game as an incentive to help charity organizations raise funds. It also sells long distance phone cards with a sweepstakes incentive and leases other gaming machines that are placed in Native American gaming facilities. Its products are placed by the company's charity customers in non-profit venues, social clubs, and other non-casino venues. As of March 20, 2003, the company had approximately 234 charity station machines leased to charities in six locations in Texas.
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OTC PK:CSPKFCosco Pacific Ltd
 COSCO Pacific Limited engages in the container leasing and terminal operations. Through its wholly owned subsidiary, Florens Container Holdings Limited, the company manages and operates a container fleet of 707,890 TEUs. COSCO holds various interests in 10 container terminals located at Hong Kong and Shenzhen in the Pearl River Delta, Shanghai, and Zhangjiagang in the Yangtze River Delta; and Qingdao and Dalian in northern China, Hong Kong, and China mainland. In addition, the company focuses on expanding in container-related industries.
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OTC PK:EHMEFeasyhome, Ltd.
 In June 2003, RTO Enterprises, Inc. changed its name to easyhome, Ltd. easyhome, Ltd. engages in the business of renting, with or without an option to purchase, brand name home entertainment products, appliances, and household furniture across Canada. Its rental-purchase program provides an alternative to ownership for people who prefer the convenience of full-service repairs at no extra charge and without ownership obligations. The rental transaction provides for delivery, installation, and pick-up of the merchandise; and temporary replacement of the merchandise while being repaired. The rental agreement also makes it possible for customers to purchase the product during the term of the rental agreement. As of December 31, 2002, the company operated 131 stores in 82 cities and towns in all the 10 Canadian provinces.
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OTC PK:FCRZFuture Carz, Inc.
 Future Carz, Inc. operates leasing centers that provide late model used cars to sub-prime consumers, who are individuals with limited credit histories, low incomes, or past credit issues that prevent them from accessing traditional financing. The company’s leasing system incorporates both new and used cars. As of December 31, 2002 the company operated one leasing center, located in San Diego, California.
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Investing by Industry or Market Sector employs non-emotional, numbers driven, value-based industry, sector, and country rotation techniques, that, unlike conventional stock picking methods, focuses instead on identifying and capitalizing on theme movements in the well identified industries & market sectors.

Primarily, this active-asset methodology recognizes that advances in financial markets are defined by "themes", or led by asset classes, industries, and countries, with each advance distinguished by specific sector-driven themes. Employing a disciplined research and valuation process these "themes" are identified so that Portfolio's can be created and/or adjusted toward the most attractive sectors.

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