PW: What do you like now, in early October?
Behrens:
Some wonderful companies are coming into range. We are underweight in
energy because we refused to get on the bandwagon when it got really
hot. Now Occidental is less than $60 per share. That's been a big
opportunity. Another one is a diversified industrial stock, Danaher.
It has 60% international sales. It's not super-cheap-14 times earnings
or so-but usually sells at well over 20 times and is extremely well
managed.