Caller:     I want to know if I am diversified... Stocks are:
Dominion Resources Inc. (D), Penn West Energy Trust (PWE), Bank of America (BAC*), Citigroup (C)  and Foot Locker Inc. (FL)?...

Jim:     Let's see what we have here... Okay, Dominion is my favorite... I've got to tell you... there was some really interesting news today about nuclear being backed by the federal government and neither General Electric (GE)... or Shaw Group Inc. (SGR) went up... and it made me think of that because Dominion is a clean energy player. Alright, so you have Penn West Energy... this is a Canadian trust. I prefer American oil trusts, because of changes in the tax code. It does yield 12%, so Matt's got an interesting high-yielder there, along with Dominion which yields almost 6%... I don't want to cuff that... Dominion yields 5.4%... Let's do Foot Locker, it's a retailer. I don't think you can... it's got a very big dividend. I'm not sure it can sustain that dividend. But here's the problem... Bank of America and Citi... he (the caller) even mentioned them in the same breath as speculative situations... It's time to sell Citi. I think there's very limited upside... Bank of America, I think there's miraculous upside... that's why I own it for ActionAlertsPlus.com, my charitable trust... I think that what Matt could use... I think that, given the fact that we're having a change in the healthcare... in a positive way, in clarity... I think he should own a healthcare company.