Hillenbrand Industries does hospital beds and caskets. So it's vertical integration, as we like to say, ... It's one of these forgotten names -- I shouldn't say forgotten, but less-known names. They've done very well in the first quarter. In our personal portfolio, it's been one of our best picks. Again, it's a name that's not a household name. Not many people want to talk about that stuff -- it's not an exciting business -- but it's a stock that's done very well, [and is] probably going to be a value play, a defensive type play.  -   John Hughes     Quotes
Hillenbrand Industries does hospital beds and caskets. So it's vertical integration, as we like to say, ... It's one of these forgotten names -- I shouldn't say forgotten, but less-known names. They've done very well in the first quarter. In our personal portfolio, it's been one of our best picks. Again, it's a name that's not a household name. Not many people want to talk about that stuff -- it's not an exciting business -- but it's a stock that's done very well, [and is] probably going to be a value play, a defensive type play. John Hughes