Marvin Schwartz's Top Five Holdings:
1) IBM
2) Occidental Petroleum
3) Travelers
4) Pioneer Natural Resources
5) Anadarko Petroleum
Follow Strategy Session on Twitter: @CNBCStrategy
Watch CNBC's "The Strategy Session" weekdays at Noon ET.
Marvin Schwartz's Top Five Holdings:
1) IBM
2) Occidental Petroleum
3) Travelers
4) Pioneer Natural Resources
5) Anadarko Petroleum
Follow Strategy Session on Twitter: @CNBCStrategy
Watch CNBC's "The Strategy Session" weekdays at Noon ET.