Best of the Best?

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(01-18-2017, 09:02 AM)Kerim Wrote: I'm actually a little surprised that folks haven't chimed in with a lot more consumer staples. I figured they would make up at least five of the top ten.

This was my expectation too

If I could only pick only 5 I'd probably pick one from those 5 sectors:
- Healthcare: JNJ (although CVS is interesting)
- Tech: IBM
- Consumer: VFC or PG or maybe GIS 
- Industrials: MMM, DOV, CAT, BA or EMR - it would be really hard to pick one here, would probably go for MMM
- Utilities: SO or ED if I was in a conservative mood, otherwise NEE

There are some areas where I'd not pick at all, typically tobacco, oil or finances.