Double-digit earnings,attractive valuation and a good strategy for emerging-markets growth.They increased dividend payout from 1.84 a share to 2.16 equating to a 4% dividend yield.

An infrastructure stock that has a huge backlog and generates 75% of its revenue from overseas.

Best of breed technology stock.

Undervalued gas play which I hold for the long term. Patience,It will come back.

Utility companies use companies such as Quanta Services to build out the transmission grid which are in neglect.It is also a play on renewable energy-wind.

Wal-Mart is executing very well and the consumer is trading down for value.

Gilead's HIV franchise continues to grow and gain market share.

High quality defensive food stock in this environment which is just beginning its new iniative to grow in international markets.