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    <nameOfIssuer>ABB LTD ADR (SZ)</nameOfIssuer>
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    <nameOfIssuer>AUTOMATIC DATA PROCESSING</nameOfIssuer>
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    <nameOfIssuer>AVERY DENNISON</nameOfIssuer>
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    <nameOfIssuer>BELDEN</nameOfIssuer>
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    <nameOfIssuer>BROOKFIELD INFRASTRUCTURE PART</nameOfIssuer>
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    <nameOfIssuer>BROOKFIELD RENEWABLE COMMON LP</nameOfIssuer>
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    <cusip>G16258108</cusip>
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    <nameOfIssuer>C.R. BARD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CANADIAN NAT'L RWY ADR (CA)</nameOfIssuer>
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    <nameOfIssuer>CANADIAN PACIFIC RAILWAY LTD (</nameOfIssuer>
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    <nameOfIssuer>CAPITAL ONE FINANCIAL CP</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CHECK POINT SOFTWARE TECH (IS)</nameOfIssuer>
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    <cusip>M22465104</cusip>
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    <cusip>H1467J104</cusip>
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    <nameOfIssuer>CHURCH AND DWIGHT</nameOfIssuer>
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    <nameOfIssuer>CISCO SYSTEMS</nameOfIssuer>
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    <value>28737</value>
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    <nameOfIssuer>GENERAL ELECTRIC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
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    <nameOfIssuer>GILEAD SCIENCES</nameOfIssuer>
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    <value>512</value>
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    <nameOfIssuer>GLAXOSMITHKLINE PLC ADR (GB)</nameOfIssuer>
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    <cusip>37733w105</cusip>
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    <nameOfIssuer>HARRIS</nameOfIssuer>
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    <nameOfIssuer>HONEYWELL INT'L</nameOfIssuer>
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    <nameOfIssuer>HUNTINGTON BANCSHARES</nameOfIssuer>
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    <value>607</value>
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    <nameOfIssuer>INTL FLAVORS&amp; FRAGRANCES</nameOfIssuer>
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    <nameOfIssuer>JACK HENRY ASSOC</nameOfIssuer>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
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    <nameOfIssuer>JPMORGAN CHASE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625h100</cusip>
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    <nameOfIssuer>KIMBERLY-CLARK</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>3333</value>
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    <nameOfIssuer>KRAFT HEINZ</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>500754106</cusip>
    <value>1976</value>
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    <nameOfIssuer>KROGER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>501044101</cusip>
    <value>1558</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66824</sshPrnamt>
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      <Sole>66824</Sole>
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    <nameOfIssuer>LEGGETT &amp; PLATT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>524660107</cusip>
    <value>24965</value>
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    <votingAuthority>
      <Sole>475245</Sole>
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    <nameOfIssuer>LEUCADIA NAT'L CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>527288102</cusip>
    <value>379</value>
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    <cusip>534187109</cusip>
    <value>201</value>
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    <nameOfIssuer>LOCKHEED MARTIN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>32639</value>
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      <sshPrnamt>117571</sshPrnamt>
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    <nameOfIssuer>MANULIFE FINL CORP ADR (CA)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>56501R106</cusip>
    <value>31688</value>
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      <sshPrnamt>1689135</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>571748102</cusip>
    <value>22588</value>
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    <cusip>579780206</cusip>
    <value>32315</value>
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      <sshPrnamt>331403</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>G5960L103</cusip>
    <value>360</value>
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      <sshPrnamt>4055</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>275</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>59156R108</cusip>
    <value>1351</value>
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    <nameOfIssuer>MICROSOFT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>5587</value>
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    <cusip>603158106</cusip>
    <value>366</value>
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    <nameOfIssuer>MONDELEZ INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>229</value>
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      <Sole>5310</Sole>
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    <nameOfIssuer>MTS SYSTEMS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>553777103</cusip>
    <value>10878</value>
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      <sshPrnamt>210000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>210000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NESTLE SA ADR (SZ)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>641069406</cusip>
    <value>1719</value>
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      <Sole>19708</Sole>
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    <nameOfIssuer>NEWELL BRANDS</nameOfIssuer>
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    <cusip>651229106</cusip>
    <value>29009</value>
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      <sshPrnamt>541005</sshPrnamt>
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    <votingAuthority>
      <Sole>541005</Sole>
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    <nameOfIssuer>NEXTERA ENERGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65339F101</cusip>
    <value>875</value>
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      <sshPrnamt>6245</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6245</Sole>
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    <nameOfIssuer>NOKIA (FI)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>654902204</cusip>
    <value>29843</value>
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      <sshPrnamt>4844575</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>4844575</Sole>
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    <nameOfIssuer>NORFOLK SOUTHERN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655844108</cusip>
    <value>637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5235</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>5235</Sole>
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    <nameOfIssuer>NUCOR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670346105</cusip>
    <value>13310</value>
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      <sshPrnamt>230000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>230000</Sole>
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    <nameOfIssuer>OLIN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>680665205</cusip>
    <value>24896</value>
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    <nameOfIssuer>ORACLE CORP COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>496</value>
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      <sshPrnamt>9890</sshPrnamt>
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    <nameOfIssuer>ORION ENGINEERED CARBONS (LU)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>L72967109</cusip>
    <value>13139</value>
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    <nameOfIssuer>PARKER-HANNIFIN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>701094104</cusip>
    <value>1847</value>
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    <nameOfIssuer>PENTAIR PLC (IL)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7S00T104</cusip>
    <value>349</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5250</Sole>
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      <None>0</None>
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    <nameOfIssuer>PEPSICO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>713448108</cusip>
    <value>34781</value>
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      <sshPrnamt>301159</sshPrnamt>
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    <votingAuthority>
      <Sole>301159</Sole>
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    <nameOfIssuer>PFIZER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>2490</value>
    <shrsOrPrnAmt>
      <sshPrnamt>74120</sshPrnamt>
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      <Sole>74120</Sole>
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    <nameOfIssuer>PNC FINL SVCS GROUP COM</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693475105</cusip>
    <value>272</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2175</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>2175</Sole>
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    <nameOfIssuer>PROCTER &amp; GAMBLE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>742718109</cusip>
    <value>5246</value>
    <shrsOrPrnAmt>
      <sshPrnamt>60197</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>60197</Sole>
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      <None>0</None>
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    <nameOfIssuer>PRUDENTIAL PLC (GB)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74435K204</cusip>
    <value>19554</value>
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      <sshPrnamt>425000</sshPrnamt>
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      <Sole>425000</Sole>
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    <nameOfIssuer>RANGE RESOURCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>473</value>
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      <sshPrnamt>20400</sshPrnamt>
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    <votingAuthority>
      <Sole>20400</Sole>
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    <nameOfIssuer>ROCKWELL AUTOMATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <value>729</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>4500</Sole>
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    <nameOfIssuer>ROYAL BANK CANADA MONTREAL (CA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>780087102</cusip>
    <value>1098</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>15145</Sole>
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    <nameOfIssuer>ROYAL DUTCH SHELL PLC ADR A (N</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>780259206</cusip>
    <value>215</value>
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      <Sole>4049</Sole>
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    <nameOfIssuer>S &amp; P GLOBAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>40312</value>
    <shrsOrPrnAmt>
      <sshPrnamt>276128</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>276128</Sole>
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    <nameOfIssuer>SIEMENS AG ADR (DE)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>826197501</cusip>
    <value>19639</value>
    <shrsOrPrnAmt>
      <sshPrnamt>284000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>284000</Sole>
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    <nameOfIssuer>SNAP-ON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833034101</cusip>
    <value>22570</value>
    <shrsOrPrnAmt>
      <sshPrnamt>142850</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>142850</Sole>
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    <nameOfIssuer>SOLAREDGE TECHNOLOGIES (IS)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83417M104</cusip>
    <value>400</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>20000</Sole>
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      <None>0</None>
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    <nameOfIssuer>STATE STREET</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>265</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2950</sshPrnamt>
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      <Sole>2950</Sole>
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  <infoTable>
    <nameOfIssuer>SUBURBAN PROPANE PARTNERS LP</nameOfIssuer>
    <titleOfClass>MLP</titleOfClass>
    <cusip>864482104</cusip>
    <value>4766</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200350</sshPrnamt>
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      <Sole>200350</Sole>
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    <nameOfIssuer>TECK RESOURCES LTD (CA)</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>878742204</cusip>
    <value>322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18565</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18565</Sole>
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    <nameOfIssuer>TELEDYNE TECHNOLOGIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>879360105</cusip>
    <value>34551</value>
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