Some companies are rolling in cash, despite the soft economy: SYK, for example. It just increased its dividend by 20% and bought back $1B worth of shares on the open market. <a href="http://finance.yahoo.com/news/Stryker-Increases-Annual-prnews-13737720.html" target="_blank">http://finance.yahoo.com/news/Stryker-Increases-Annual-prnews-13737720.html</a> Few businesses have a stronger demographic tailwind than the makers of orthopedics.