Date updated:03-28-2007
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.

-
AAPL
Apple Inc. - $202.98
- +0.75%
- $201.07
No Analysis added

-
CAT
Caterpillar Inc - $59.96
- -0.07%
- $59.83
No Analysis added

-
WFR
Memc Electronic M - $12.93
- -0.39%
- $12.96
No Analysis added

-
NEM
Newmont Min Cp (h - $50.46
- -0.20%
- $50.35
No Analysis added

-
SII
Smith Intl Inc - $29.64
- -1.04%
- $29.87
No Analysis added

-
WFT
Weatherford Intl - $18.57
- +0.43%
- $18.50
No Analysis added

-
SNN
Smith&nephew Plc - $47.06
- 0.00%
- $N/A
Smith & Nephew (SNN), which just acquired Plus Orthopedics. That deal moves the London company into the No. 4 slot in the worldwide orthopedics market. As in most markets, the biggest share of the profits go to the top players, so the company's move up the orthopedics food chain will be a significant driver of increased profit margins in an orthopedics market that will see big growth as the world's population ages.

-
RIO
Rio - $0.00
- N/A
- $N/A
Companhia Vale do Rio Doce (RIO) has made four acquisitions in the past year, the biggest being Canadian nickel giant Inco, just in time to catch the next wave of growth in commodity demand and prices.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
A. The only one I own : SLX,
too hard pick a winner out all of them
These are the stocks from Jim Cramer's Oct. 30 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more
Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more













Comments not available