Speaking of which, I recently added six new names to my broad market portfolio: Neenah Paper (NP:NYSE), Pfizer (PFE:NYSE), Sara Lee (SLE:NYSE), Johnson Controls (JCI:NYSE), Jones Apparel (JNY:NYSE) and the Japan Smaller Capitalization Fund (KOF:NYSE). To fund it, I kicked out my shares of Citigroup (C:NYSE) and Plum Creek Timber (PCL:NYSE). As I mentioned to Cody when he asked me about my energy overweight a few weeks ago, I'm trying to diversify into quality names that are less cyclical. Now, Neenah Paper would qualify as a cyclical, but it owns 1 million acres of timberland in Nova Scotia that it has on the balance sheet at $5/acre. Also, being a recent spinoff of Kimberly Clark (KMB:NYSE), it is not well-known. It has a market cap of slightly more than $500 million as I write, and no analyst coverage. It didn't earn money last year, but it is making changes so that it can make money in the future. For me, it is an interesting asset play. China may not be cutting its forests down at the rate it was a few years ago, but its demand for paper products has not abated.