These would be my picks for a diversified portfolio:
1. AAPL (exposure to IPOD, Mac related growth)
2. GOOG (Tech upside)
3. RHI (Robert Half.......HR area, when hiring is up, these guys shud do well)
4. Goldman sachs (IB.....wat more wud i say)
5. Valero (a energy company that hedges agressively)
6. ICICI bank (indian bank...to capture some of the growth happenin in India)
7. STZ (constellation brand..they r in wine and beer, i am bullish on growth in wine)
8. Pfizer (PFE).........pharma
9. Lockheed Martin (LMT).........defense, safe bet in these uncertain times
10. Bellsouth (BLS)............Telecom
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