Quietly restructuring and the latest earnings release showed an increase in earnings. Also building out their industrial and infrastructure business to take advantage of the emerging market. Expect they will earn $1.25-$1.30 next year. Have plans to increase dividends over time.

Hurt by the tragedy in the Gulf. Financial liability is limited. Trading at about half before disaster but earnings will probably be hit by only 16%. Trading at 5 or 6 times this year's earnings. Exposure in the Gulf is relatively limited.

Wouldn't play global expansion through a company like this. Speculative and you take on far too much company specific risks. Would prefer a more direct commodity play. (See Top Picks.)

Liked this company for a long time and feels it is currently undervalued. Thought the recent earnings report was very good but market sold off on CEO’s comments. Improved revenues by 27% and earnings by 36%.

Have done a great job. Avoided bankruptcy through good management. Unfortunately competitors under bankruptcy protection come out stronger. Balance sheet is pretty ugly with about $140 billion of total debt, about 107% of capital.

Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.

Stable, traditional growth vehicle. Bought back 2 of the largest bottlers to create some streamlining in the business. Made a $2.5 billion commitment to invest in China. Snack business is growing at a faster rate than beverages. 2.9% yield.