One of the most innovative and creatve techonology companies. You know their always working on something that people will just have to have. Besides, any company that has almost 13 billion in cash and no debt is a company I want a piece of.

Proxy for energy. Pretty much a core holding.

Proxy for health care. Long term core holding for any diversified portfolio. How could you own a portfolio of stocks and not hold at least a little JNJ? Buffet doubled his position and that's good enough for me.

Proxy on overall economy. Highly diversified company and again, a core holding with good dividends that are likely to increase year in and year out.

Pure play on dental products. Need I say more?

Diversified entertainment

Diversified financial with global exposure. Attractive dividend and potential for spinoffs.

Another play on the dental industry. Company also engages in vaccine distribution and some medical software so it's somewhat diversified. Great way to play the aging demographic without the headaches and concerns facing the pharmaceutical industry.