STOCK #1: Procter & Gamble (PG)

A.G. Lafey, CEO of Procter & Gamble recently said, "The reason P&G has grown so consistently for so long is that we're a company that sticks to the fundamentals. We build brands that improve consumers' lives. We deliver superior value day in and day out. We manage cash and costs with unrelenting discipline. And we invest in innovation as the primary driver of profitable organic sales growth." Could there be a better summary of a winning business strategy?

P&G has returned an average 16% to shareholders per year for the past 20 years. And, to hammer home the quality of P&G, I'll mention that the company has paid uninterrupted dividends for 118 years.

The past 52 years have each seen dividend increases averaging more than nine percent.

STOCK #2: Union Pacific (UNP)

In the midst of an economic downturn, UNP is breaking earnings growth records. Price increases and lower fuel costs are creating near-term earnings power, but the long-term strengths of UNP are its irreplaceable 23-state network and connecting services to Mexico and Canada, which give Union Pacific competitive advantages that cannot be matched.

And Union Pacific is not stingy when it comes to "spreading the wealth around," as Obama eloquently puts it. In July, UNP increased dividends by 26%, its second dividend increase this year.

And there are many more winning enterprises I can give you chapter and verse on in an economic report called The 26 Winners of 2009. This list exemplifies every principle of investing I hold dear and that has enabled my Intelligence Report subscribers to thrive and has enabled me to never, ever have a losing year in almost three decades.

You don't have much time, but you definitely can get to safety. And safety is your first goal now.

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