Amgen (AMGN)… biotech bellwether Yanzhou Coal (YZC)… Chinese coal giant Rayonier (RYN)… "Ultimate Agriculture Investment" Dell (DELL)… computers Intel (INTC)… the engines that power computers Lorillard (LO)… cigarettes Altria (MO)… cigarettes Philip Morris Intl. (PM)… our emerging market "basics" approach Coventry Health Care (CVH)… health care Aetna (AET)… health care Medtronic (MDT)… champion dividend grower Pfizer (PFE)… Big Pharma Merck (MRK)… Big Pharma Eli Lilly (LLY)… Big Pharma Novartis (NVS)… Big Pharma Sanofi-Aventis (SNY)… Big Pharma General Mills (GIS)… Big Food Kraft (KO)… Big Food Pepsi (PEP)… Big Soda Domino's Pizza (DPZ)… Big Pizza Papa John's (PZZA)… Big Pizza Yum! Brands (YUM)… a China play in drag Darden Restaurants (DRI)… Olive Garden, Red Lobster
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