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.