Looking at where we are and thinking about where we are headed I like US multinational mega caps (they offer quality growth at still reasonable prices with a yield kicker). State Street's SPDR Dow Jones Industrial (NYSEARCA:DIA) Guggenheim's S&P 500 Pure Growth (NYSEARCA:RPG) and the iShares S&P 100 (NYSEARCA:OEF) are my mega-cap cornerstones. I'm also interested in a mid-cap skew. Real companies real earnings real management and real track records through recession and recovery with enough pricing discrepancies to create values in the hands of informed investors makes the mid-cap camp attractive with my preferred pick being the Guggenheim ...