| Q4  2012 |
hist |
AIG - American Int'l. Group |
Add 50.52% |
418,700 |
1.02 |
hist |
AON - Aon Corp. |
Add 34.02% |
174,100 |
0.67 |
hist |
DVN - Devon Energy Corp. |
Add 23.81% |
137,000 |
0.49 |
hist |
DD - Du Pont (E.I.) |
Add 16.41% |
122,500 |
0.38 |
hist |
FLEX - Flextronics International Ltd. |
Add 10.43% |
574,100 |
0.25 |
hist |
GOOG - Google Inc. |
Add 10.04% |
5,500 |
0.27 |
hist |
UNH - United Health Group Inc. |
Add 7.64% |
52,700 |
0.20 |
hist |
MSFT - Microsoft Corp. |
Add 7.28% |
105,900 |
0.20 |
hist |
OI - Owens-Illinois Inc. |
Add 6.82% |
90,800 |
0.13 |
hist |
COF - Capital One Financial |
Add 3.48% |
24,900 |
0.10 |
hist |
TMO - Thermo Fisher Scientific |
Add 1.53% |
8,500 |
0.04 |
hist |
TXN - Texas Instruments |
Add 0.03% |
400 |
0.00 |
hist |
RSG - Republic Services |
Buy |
1,168,600 |
2.37 |
hist |
WLP - WellPoint Inc. |
Buy |
539,300 |
2.27 |
hist |
BP - BP plc |
Buy |
662,800 |
1.91 |
hist |
NEM - Newmont Mining Corp. (Hldg. Co.) |
Buy |
483,900 |
1.55 |
| Q3  2012 |
hist |
DD - Du Pont (E.I.) |
Add 201.58% |
499,100 |
1.70 |
hist |
LUV - Southwest Airlines |
Add 186.09% |
2,371,100 |
1.40 |
hist |
TMO - Thermo Fisher Scientific |
Add 155.17% |
337,500 |
1.34 |
hist |
ADI - Analog Devices |
Add 139.00% |
381,000 |
1.01 |
hist |
DVN - Devon Energy Corp. |
Add 26.62% |
121,000 |
0.50 |
hist |
STT - State Street Corp. |
Add 15.78% |
147,400 |
0.42 |
hist |
BG - Bunge Ltd. |
Buy |
572,900 |
2.60 |
hist |
CAH - Cardinal Health Inc. |
Buy |
956,100 |
2.52 |
hist |
AIG - American Int'l. Group |
Buy |
828,800 |
1.84 |
hist |
AON - Aon Corp. |
Buy |
511,800 |
1.81 |
| Q2  2012 |
hist |
EQT - EQT Corp. |
Add 2752.48% |
666,100 |
2.43 |
hist |
PG - Procter & Gamble |
Add 30.02% |
135,800 |
0.57 |
hist |
YHOO - Yahoo Inc. |
Add 22.60% |
527,100 |
0.57 |
hist |
AMAT - Applied Materials |
Add 21.31% |
603,900 |
0.47 |
hist |
OI - Owens-Illinois Inc. |
Add 19.78% |
292,800 |
0.38 |
hist |
WFT - Weatherford International Ltd. |
Add 11.79% |
356,000 |
0.31 |
hist |
SNY - Sanofi Aventis |
Add 11.72% |
122,100 |
0.31 |
hist |
CS - Credit Suisse Group |
Add 10.43% |
138,300 |
0.17 |
hist |
TXN - Texas Instruments |
Add 6.58% |
95,800 |
0.19 |
hist |
NVS - Novartis AG |
Add 5.13% |
41,400 |
0.16 |
hist |
FLEX - Flextronics International Ltd. |
Add 1.98% |
116,100 |
0.05 |
hist |
STT - State Street Corp. |
Add 1.10% |
10,200 |
0.03 |
hist |
GE - General Electric |
Buy |
2,084,500 |
2.95 |
hist |
DPS - Dr Pepper Snapple Group Inc. |
Buy |
823,300 |
2.45 |
hist |
GOOG - Google Inc. |
Buy |
61,100 |
2.41 |
hist |
DD - Du Pont (E.I.) |
Buy |
247,600 |
0.85 |
hist |
TMO - Thermo Fisher Scientific |
Buy |
217,500 |
0.77 |
hist |
ADI - Analog Devices |
Buy |
274,100 |
0.70 |
| Q1  2012 |
hist |
UNH - United Health Group Inc. |
Add 634.38% |
747,300 |
2.69 |
hist |
SYY - Sysco Corp. |
Add 23.34% |
256,400 |
0.47 |
hist |
NVS - Novartis AG |
Add 18.26% |
124,600 |
0.42 |
hist |
WFT - Weatherford International Ltd. |
Add 9.50% |
262,000 |
0.24 |
hist |
MMC - Marsh & McLennan |
Add 0.08% |
1,100 |
0.00 |
hist |
COF - Capital One Financial |
Buy |
906,300 |
3.08 |