That quite a bag of tricks. You got some tech, some energy, some med, its all
over the place. At first glance SDTH looks like the best of the group, but
definitley not best of breed. Some of your sectors are in play and some are
not. Gov't contractor are really our of favour right now.

Here is what I would do. Assuming you have paid off your credit cards, have
medical and disability insurance and are funded as much as you can in a 401 K
and or IRRA, take a look at the fundamentals on theses stocks focussing on ROE
(above 25 or 30), 5 years Net Income Before taxes (Growing), 5 Years Cash Flow
(Growing), net margin compared to the industry and compared to its own 5 year
average and a long term debt that can be paid off in two years or less based
upon current earnings. Hope this helps.

Salve Lucrum