BLD, the construction co has a good strong market position, same with NHF, the 3rd and only 1 of 2 majors listed in health insurance provision. AMA, NHF and BLD are good calls and BLD/NHF are tasty enough relative to AMA IMHO. VOC might be alright if TLS wasn't in its way. VED has an interesting model but is enormously risk laden. All the other stuff is uncompelling IMHO but pls DYOR.
