WDC (Cheaper than book value, and a P/E of 10)
UL (consumer staples at a P/E of 8? With 4.7 billion of free cash flow and strong european performance? I love it)
AET (very competent management)
HRB (Death and taxes, and little direct competition; plus, they do banking/consumer loans, now)
SEAB (No debt, growing at 200%, with a P/E of 8? What's not to love?)