Too big to fail. Largest US bank, comparable to JPM. They lead in nearly all financial services for consumers after the mergers of Merill and Countrywide. It has fallen so much, unfortunately there is little Dividend yield, but there is much more upside. I purchased as a speculative play and consider a shorter term holding.

Largest Mutual Fund company in the US. Appreciated 64,000% (not typo) the last 25 years. Still 20%+ away from the all-time high and still no PR greed issues compared to GS. A quiet mover with little attention, but the stock has big returns.

A very diversified and cheaper alternative than XOM or PBR. I've owned the stock for nearly 5 years with a 30% appreciation, but the dividend yield is nearly 5% with all the increases. Still a great buy as they pay 3.5%. Oil is not going away and neither is this company.

Largest farm and some construction mfg. in the world. Sold all holdings in CAT after the recent run up from the hot mining sector. I prefer DE, a much better managed company with a more reasonable forecast along with the rest of the industry except for CAT's rosy forecasts fueling their tremendous appreciation. A long-term play. The stock is still affordable with a decent 2.4% yield increasing more than 10% p.a. A good hedge against falling US$ with more than 60% of sales are done overseas.

Still cannot believe the largest military weapons mfg. is priced lower than their competitors and one of the largest spread price of all S & P companies. The drop is due to Obama's election promise to reduce military speading. Purchased at the begining of Nov for $69 and pays a solid 3.5%. Exceptional fundamentals and dividend increased for last 6 years for an unbelievable 19% annually!!! Too cheap to stay down for long, still plenty of long-term upside.

Largest food restaurant...a great hedge to declining US$. Beat earning easily due to international sales, US were flat. This will likely continue without any problems. The company is geared to conservative families to cut spending. Well managed and better bet than YUM Brands and it pays yields of 3.6% with a fantastic 10% p.a. increses for more than 2 decades.

Banning all advertising and marketing actually improves MO position. This will protect their position as a near monopoly. They also own 20% of SAB Miller Beer. A fanatastic dividend payer with a dividend over 7% with annual increases of 6%. Safe and slow mover upwards, this company cares for shareholders. You'll be well rewarded with little effort on your part. The company did not particpate in the ban unlike all other cig mfg. against advertising to ensure they will become a monopoly.

Purchasing steel companies around the world, the company is easily the largest. Primary operations stretch from India, North America and Europe. They can support any country need for steel. Stock is up nearly 20% since our purchase this year. A cheaper play than mining. Though, not a long-term play will likely sell at $40 and pays a decent 1.8% yield while waiting.