Good day, everyone, and welcome to KB Home's 2012 Second Quarter Earnings Conference Call. Today's conference is being recorded and webcast on the KB Home's website at kbhome.com. The recording will be available via telephone replay until 4.30 PM Eastern
Westwood's Susan Byrne says the shop's funds have balanced lower-volatility health-care stocks with inflation-resistant energy names, while banking on a good history of dividend increases in both sectors.