ces o= a few select companies was too broad and overdone. We would use this as an=opportunity to add to our core names. Name Rating<=> Target<=> BRISTOL-MYERS SQUIBB CO OW<=> 78.00<1=> PFIZER INC OW<=> 40.00</=> MERCK & CO. INC. OW<=> 66.00<1=> Source: Bloomberg, JPM 1=126/2015 4.=nbsp; Defense: Geopolitica