Date updated:12-03-2008
This is a portfolio consisting of stocks that meet the three criteria to ride out a recession: trading below book value, positive free cash flows, and a healthy balance sheet. There's no guarantee that these picks will flourish in bad times, but they have the best financial positioning to make it out on top.

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KYO
Kyocera Cp - $83.91
- +0.54%
- $83.15
The Kyocera Corporation (KYO) is a Japan-based electronics manufacturer that’s known for its cell phones, digital cameras, and flat-screen TVs. But the company’s real draw is its financials. KYO stands out because it’s the biggest company recession-proof out there by market cap, yet still has a surprisingly low price-to-book ratio of 0.76. The pros agree…. The PowerShares WilderHill Clean Energy ETF owns this stock.

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TDK
Tdk - $0.00
- N/A
- $N/A
Next on the list is TDK Corporation (TDK), another Japanese technology manufacturer. TDK produces recording media like burnable CDs and DVDs. In addition to a low P/E and modest dividend yield, TDK also has the recession-proof attributes we’re looking for.

-
MKTAY
Makita Corp. - $34.08
- -0.03%
- $33.89
In keeping with out Pacific-Rim theme, power tool manufacturer Makita (MKTAY) is the next recession-proof play on our list. The company has been using the cash from its coffers to buyback shares: 3,000,000 shares to be precise. Makita’s plump margins only add to this stock’s staying power.

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MRVL
Marvell Technolog - $14.73
- +0.20%
- $14.59
Marvell Technology Group (MRVL) is a Barbados-based semiconductor company. MRVL is no slouch when it comes to their balance sheet… the company has enough cash on hand to extinguish all of its debt today. It’s also a pro favorite that can be found in the portfolios of Maverick Capital and seven others.

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LFUS
Littelfuse - $28.70
- -0.76%
- $28.97
Last but not least is Littelfuse (LFUS), a small-cap that makes fuses for electronic devices and cars. In addition to being debt-free LFUS saw earnings rocket 55% last year, making it an attractive play on all sides.

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IAG
Iamgold Corporati - $16.46
- +3.59%
- $15.86
Price/Book: 0.69 Free Cash Flows: $144M Debt/Equity: 0.3

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SCMR
Sycamore Networks - $2.87
- -2.05%
- $2.91
Price/Book: 0.75 Free Cash Flows: $4M Debt/Equity: 0

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ABFS
Arkansas Best Cor - $24.02
- +0.50%
- $23.69
Price/Book: 0.98 Free Cash Flows: $88M Debt/Equity: 0.22
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A. dude, i trust DB, as much as i trust
nancy pelosi....................... that
bank is the BIGGEST F$$$$$ manipulator!
A. The only one I own : SLX,
too hard pick a winner out all of them
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