Stock Quotes in this Article: BUD, DIS, DKS, DPZ, PEP

The 2010 regular college football season is coming to a close, and the Bowl Championship Series is about to kick off. The BCS is one of the most successful programs in the history of college football, and this year you can position your portfolio to profit with your own BCS: Bullish College (Football) Stocks.

According to BCSfootball.org, in 2009, the five BCS games had a total economic impact of more than $1.2 billion in the cities hosting the games. In addition, this year there are 29 other postseason bowls that will also be broadcast under the BCS. Each of the BCS bowls have a payout to teams of about $18 million for participating.

Considering the amount of money that is involved in these bowl games, the BCS Portfolio should help give you ideas for investment exposure this college bowl season. You have a much better opportunity at making money investing in these companies during the Bowl Championship Series than you do beating the Vegas lines. Some of these stocks pay dividends too.

The first question to ask: Who has all of those sweet, sweet TV deals? The obvious answer is ESPN, but how do you trade that information? This brings us to the first stock in the BCS Portfolio: Walt Disney (DIS).

Disney owns ESPN and has exclusive television, radio, digital, international and marketing rights for all 20 BCS games for the 2010-2014 seasons. Furthermore, ESPN has rights to every aspect of the BCS, including contracts covering, national radio rights, Internet rights, all sponsorship rights, naming rights, signage opportunities and ancillary programming. The deal was signed in 2008, at which point ESPN President George Bodenheimer declared it a "proud day for ESPN and an exceptional day for this great sport and its passionate fans."

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Last year's BCS National Championship Game between Texas and Alabama drew 17.2% of U.S. households. If this season's matchup draws a bigger crowd, it would be the highest-rated show ever on cable television.

ESPN and ESPN2 reach 100 million households and comprise only one unit out of the five lucrative segments that Disney operates: media networks, parks and resorts, studio entertainment, consumer products and interactive media.

Disney, trading at around $37, has current fiscal-year projected revenue of $40.6 billion, and current fiscal-year projected EPS of $2.42, giving the stock a P/E based on current-year estimates of 15.4. One thing I like about the stock at these levels is that the 50-day moving average is rising. The stock is also above the rising 200-day moving average, and thanks to its recent earnings, the changes in price trends are supported by higher-than-normal volume. This all points to a bullish stock trend to cash in on. The up/down volume pattern also indicates that the stock is under accumulation. The stock is closely hovering below its 2010 highs of $38.

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You might think of investing in the companies sponsoring all these different bowls, such as Capital One (COF) or AutoZone (AZO), but most people aren’t refinancing their credit cards or buying a new bumpers during bowl games. Instead, consider the amount of food and drink being consumed while we veg out cheering our favorite teams. The next three stocks in my BCS Portfolio are PepsiCo (PEP), Anheuser-Busch InBev (BUD) and Domino's Pizza (DPZ).

Pepsi, currently trading at around $64, makes its appearance at your BCS tailgates with its Pepsi, Gatorade, Frito Lay and Tostitos brands. Tostitos sponsors both the Tostitos Fiesta Bowln on Jan. 1, 2011, and the BCS National Championship on Jan. 10, but even without any sponsorship, the games would provide plenty of exposure for Pepsi (just think of all of those offensive linemen crushing Gatorade).

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Another catalyst for the stock could come in December, when the company provides 2011 guidance. The last fiscal-year revenue was $43.2 billion, with a current fiscal-year projected revenue of $57.3 billion, giving the stock a current fiscal-year projected EPS of $4.13 and a P/E based on current-year estimates of 15.7. In a consensus report available from Thomson Reuters of 15 Wall Street Analysts, three rated Pepsi a strong buy, eight rated the stock a buy, and four rated it a hold.

Now on to portfolio must-have Anheuser-Busch Inbev. I can't guarantee what the college kids will be eating at their campus football parties, but I can assure that there will be beer -- lots of beer. Anheuser-Busch InBev finds its way easily into tailgate ice coolers and college kegs and refrigerators with its Budweiser, Michelob, Busch, Rolling Rock, Stella Artois and self-proclaimed college campus favorite Natural “Natty” Light.

BUD, currently trading at around $59, is engaged in producing, marketing, distributing and selling well over 200 beer brands in seven segments around the world. Analysts estimate that BUD will earn $3.14 a share for fiscal-year 2010. In its third quarter, BUD earned 90 cents a cash, representing 29% of the total annual estimate. For fiscal-year 2011, analysts estimate that BUD's earnings per share will grow by 20% to $3.77.

The stock is indicating a bullish trend from a rising 50-day moving average and trading above a rising 200-day moving average. The relative strength is also bullish. The stock recently had a nice reversal at $57.50. I wouldn’t make this investment decision drinking a BUD or even the company's Monster Energy Drink, but do soberly consider adding Anheuser-Busch InBev to your investments. While you're nursing that next-day hangover, the fat payoff from this investment might be just what you need to calm that raging headache.

Domino’s Pizza, the next stock on my list, serves pizza through a network of 8,999 company-owned and franchise stores, located in all 50 states and in more than 60 international markets. The college campus deals are amazing -- check out the $7.77 Student Value Menu.

Finally, the fifth spot in my BCS Portfolio goes to Dick’s Sporting Goods (DKS), which just had a stellar earnings report. With 419 stores in 40 states, Dick's is a great place to get all the gear and equipment for the college football season.

Receiving honorable mentions in the portfolio are Nike (NKE), Best Buy (BBY) and Electronic Arts (ERTS). And if you believe in buying the sponsors, check out Allstate (ALL), Discover Financial Services (DFS) and FedEx (FDX).

Check out the entire BCS College Football Stocks Portfolio.

At the time of publication, author had no positions in stocks mentioned.

Bret Rosenthal is studying finance and economics at The Ohio State University's Fisher College of Business. He has been actively trading, investing, and studying various markets over the last four years. He aims to provide a college student perspective on trading, focusing on uncovering opportunities hidden in young adult markets. Follow him on Twitter.