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June 04, 2012 at 21:58 PM EDT
A portfolio built to withstand rough waters ahead
The portfolio holds companies which are strong financially and may benefit from the continued weakness in the equity markets.
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BARNES & NOBLE, Inc.
GOLDMAN SACHS GROUP, Inc.
Iconix Brand Group, Inc.
LIVE NATION ENTERTAINMENT, Inc.
Liberty Media Holding Corporation Interactive Common Series A
QUEST DIAGNOSTICS, Inc.
Sirius XM Radio, Inc.
VCA Antech, Inc.
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