10 Innovators

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Updated:
03.28.07
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Description:

Jim Jubak's new R&D winners portfolio for 2007.

"I began with a list of 94 companies that Booz Allen calls "high-leverage innovators." These are companies that were among the top 1,000 spenders on R&D in the world in 2005 but got more bang for their research spending than their peers."

Then I went through that list of 94, adding investing perspective. Specifically, I looked for signs -- either technical or fundamental -- that the stocks of these companies were likely to outperform the market average in the next 12 to 18 months.

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