Analysis of Asset Allocation

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AAA Selection: Other Non Durables Sector
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Amcor Limited - NASDAQ
Manufactures and distributes broad range of metal, plastic and paper packaging, including steel and aluminum cans for processed foods, beverages, and pharmaceuticals and general products, polyethylene bags and tubes, injection moldings and other rigid plastic containers, tobacco cartons and corrugated and solid fiber containers and paper wrappings, and various metal and plastic products for related applications; Produces pulp and other forest products; Operates paper mill; Holds investments in tissue product, personal care product, and fine paper and stationery product companies; And performs recycling activities including production of recyclable paper boxes and cartons.

COLGATE-PALMOLIVE COMPANY - NYSE
Manufactures and sells oral, personal and household care products, including toothpastes, soaps, shampoos, dishwashing detergents, bleach and fabric softeners; And manufactures and markets specialty products, including pet dietary care products.

DELUXE CORP - NYSE
Provides check printing, electronic funds transfer, atm card, new account verification and credit reporting services; Manufactures and supplies computer and business forms, record-keeping systems and related office products.

FORT JAMES CORP - NYSE
Manufactures and markets paper-based consumer products, including towel and tissue products and disposable tabletop and foodservice products.

Gillette Co - NYSE
Develops, manufactures and sells a wide range of products for personal care including male grooming products such as blades and razors, electric shavers, shaving preparations, deodorants and antiperspirants and selected female grooming products.

GOODYEAR TIRE & RUBBER CO - NYSE
Develops, manufactures, distributes and sells tires and related products, including tubes, retreads and merchandise purchased for resale; Manufactures and sells various kinds of rubber and reinforced plastic products such as belts, hoses and molded products.

QUIKSILVER INC - NYSE
Designs, arranges for the manufacture of, and distributes beachwear, skiwear and casual sportswear targeted for young men, boys and young women, under various labels, including Quiksilver, and Roxy; And manufactures snowboards and snowboard boots.

REYNOLDS & REYNOLDS CO - NYSE
Provides integrated computer systems products and services to automotive market, including integrated software packages, computer hardware, related hardware and software installations, customer training and consulting, hardware maintenance and software support.

ZAPATA CORP - NYSE
Holding company with subsidiaries which produce and sell marine products such as fish meal, fish oil and fish soluble, for use in animal feed, margarine and shortening, and organic fertilizers; Manufacture and market food packaging products.


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