Originally Posted by TheAgent

Shipping- Drybulk shippers, undervalued at the moment specifically Dryships

Railroads-CSX Corp, Burlington Northern Santa Fe, Norfolk Southern

Food-Proctor & Gamble, RJR Nabisco, Kraft

These business are "core businesses" meaning always in demand regardless of market conditions.

Most of my portfolio is in core businesses, but then again I invest for long term meaning 10-15 years down the line