Here's a look at my portfolio as of the close of the markets June 1. (If this is not the most recent month, you can find it in the Blog Archive on the right rail.)
A number of these stocks have taken a brutal beating over the past several weeks. Timberland is 31 % off its high. Dolby, down nearly 10 %. Boston beer is off 12 % this month, and National Presto is down some 20 % since March 1.
That said, I like this collection of stocks moving forward.