Full Disclosure

Here are the securities that I currently hold, or have held in the past, in my personal investing portfolio as at Friday, June 15th, 2007.

Company Name	Country	Total Dividend Return (%)	Total Unrealized Return (%)	Annualized Return (%)
Canadian Imperial Bank of Commerce	Canada	7.01	47.73	18.38
China Petroleum & Chemical Corporation	China	6.95	165.76	53.23
ICICI Bank Ltd.	India	1.57	104.49	103.30
Telefonos de Mexico	Mexico	8.20	116.77	39.79
ING Group	Netherlands	10.54	53.79	20.65
Statoil	Norway	9.00	70.65	26.28
Allstate Corp.	USA	3.31	16.98	9.45
Hillenbrand Industries*	USA	1.90	7.38	8.40
Mattel Inc	USA	5.51	41.20	19.80
Morgan Stanley	USA	3.06	71.59	33.68
NewMarket Corporation*	USA	0.00	21.77	207.47
Weighted Average		4.33	58.60	49.07

* = sold security; all returns for sold securities are as of the sell date.

As you can tell, I am a fan of dividend paying companies. In some cases, a large percentage of my total return comes from dividends.

For those who don't know, 'unrealized return' is a gain/loss that does not include the effects of paying commissions and/or taxes. 'Annualized return' is the average compound annual return.

I'm looking to establish more positions in the emerging markets of India. However, the benchmark SENSEX index of the Bombay Stock Exchange is at or near all-time record highs. Unless there is a substantial correction, I do not feel comfortable buying at these levels.

India's last major correction was in June 2006 when the SENSEX index suddenly shed 30% of its value. Some parts of the country were even put on "suicide watch"! It gave me an opportunity to buy ICICI Bank for myself and Tata Motors for my dad.

I'm looking to establish fairly large (for me!) positions in India's automotive, pharmaceutical and media industry. Why? -the country's economy is booming and I want to be a part of it.

Until the next correction happens, and it surely will, I will have to wait and raise funds for my planned purchases (which is why I sold NewMarket Corp.).