They include drug-maker Bristol-Myers Squibb (BMY), technology companies Cisco Systems (CSCO-Nasdaq) and Juniper Networks, capital goods firms Honeywell International (HON), First Solar (FSLR-Nasdaq), Masco (MAS), PACCAR (PCAR-Nasdaq), Eaton (ETN) and Emerson Electric (EMR), sneaker maker Nike (NKE), online retailer Priceline.com, energy company Baker Hughes and cosmetics concern Estee Lauder.
FORBES: Sell America, Buy Europe (Selectively)