Any business that sells abroad, but especially aviation. Sales of GA and commercial aircraft is booming in the USA, despite the slowdown. A weak dollar, combined with emerging aviation markets in China, India, Russia, etc has led to record bookings. Suprisingly, the domestic market is still strong, though many of our local companies are now selling more than 50% of their aircraft outside the USA. 9/11 and the nightmare that commercial flying has become are also helping to fuel growth in business aviation.
Beyond that, I'd invest in cheap liquor. Is McCormick's Vodka publicly traded? 
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‘07 Mazda RX8
Past: 911T, 911SC, Carrera, 951s, 955, 996s, 987s, 986s, 997s, BMW 5x, C36, C63, XJR, S8, Maserati Coupe, GT500, etc
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