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The 'Supply Chain': Stocks That Beat the S&P

Kevin O'Marah, chief strategist at AMR Research, has developed a unique "supply-chain strategy" -- and uses it to compile a Top 25** stocks list that beats the market hands-down.

O'Marah bases his picks on how well a firm maintains its supply chain, pin-pointing the firms that are most successful in meeting demand.

The average total return of the Supply Chain Top 25** portfolio for 2007 is 17.89% -- compared with returns of 6.43% for the Dow and 3.53% for the S&P 500.

The complete** list:

Apple

Nokia

Cisco Systems

Wal-Mart Stores

Coca-Cola

IBM

Anheuser-Busch

Motorola

GlaxoSmithKline

Procter & Gamble

Toyota Motor

Tesco

Best Buy

Johnson & Johnson

PepsiCo

Johnson Controls

Texas Instruments

Nike

Lowe's

Hewlett-Packard

Lockheed Martin

Paccar

AstraZeneca

** Two of the companies cited for supply excellence, Samsung Electronics and Publix Super Markets, are not factored into the average return: Samsung is not traded on U.S. exchanges and Publix is not publicly traded.

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