The ones they like:
- Thermo Fisher Scientific
- Apple
- Agilent Technologies
- Compuware
- Halliburton
- Express Sprints
- EQT
- Celgene
- R.R. Donnelly & Sons
The ones they didn't like:
- AIG
- Apartment Investment & Management
- Brown-Forman
- Diamond Offshore Drilling
- Ameren
- Eli Lilly
- Nicor
- Berkshire Hathaway
- Cincinnati Financial
- Sears Holdings
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