stick with quality names with good free cash flow trading at reasonable multiples relative to ROE (i look for ratio of 2 to 1 ROE/PE)........CAT, YUM, SMG, ROK, COH, GIS, PT, AAPL, BA, KO, AXP, KO, LFL. Global companies with more than 40% of sales outside of U.S. Been adding AAPL on every dip, this stock is cheap. Also look at SDRL, pays a 10% dividend.
