I would include general industrial companies like FLR, BHI, KMB, utility stocks like TRP, PEG, and pharmas PFE, BMY etc... When economy starts going back running, these stocks will take off. and if it doesn't, they still pay good dividends. I check the list of Screenulator's value picks from time to time: http://www.screenulator.com/cgi-bin/view_watchlist?id=2
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