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Holdings
(as of April 1, 2008)
Basics Consumer Staples
Freeport-McMoRan Copper & Gold Inc. (FCX) Brown-Forman Corp. (BF-B)
Canadian Pacific Railway Ltd. (CP) Pepsico Inc. (PEP)
Nucor Corp. (NUE) The J.M. Smucker Company (SJM)
Cemex SAB de CV (CX)
Consumer Discretionary Healthcare
DrySchips Inc. (DRYS) Sunrise Senior Living Inc. (SRZ)
Joy Global Inc. (JOYG) Henry Schein Inc. (HSIC)
Textron Inc. (TXT)...................................................................King Pharmaceuticals (KG)
NutriSystem Inc. (NTRI) Genentech, Inc. (DNA)
Energy Technology
Ormat Technologies Inc. (ORA) Garmin Ltd. (GRMN)
ConocoPhillips (COP) Harris Corp. (HRS)
Helmerich & Paine, Inc. (HP) Intel Corp. (INTC)
Corning Incorporated (GLW)
Financials Utilities/Telecom
Equity One Inc. (EQY) Brasil Telecom (BRP)
Newcastle Investment Corp. (NCT) Qualcomm Inc. (QCOM)
Merrill Lynch (MER) FPL Group, Inc. (FPL)
Wachovia Corp. (WB)