10 Stocks That Fit the Big Three Mold
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Created by RhinoStocks
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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.

symbol name last price % change open
  • +
  • KYO
    Kyocera Cp
  • $78.65
  • -2.47%
  • $77.98

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.

People owning KYO also tend to own: APDCVFTEKHWMEOHMODNRG

TheStreet.com Rating: C What is this?

  • +
  • 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.

People owning TDK also tend to own: BWLDCOLMCTRPIIVIMIDDACGYAYR

TheStreet.com Rating: No Rating What is this?

  • +
  • MKTAY
    Makita Corp.
  • $33.2999
  • -3.76%
  • $32.63

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.

People owning MKTAY also tend to own: AAPLATIFGDGEJNJPKX

TheStreet.com Rating: C+ What is this?

  • +
  • MRVL
    Marvell Technolog
  • $15.63
  • -1.70%
  • $15.41

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.

People owning MRVL also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: C What is this?

  • +
  • LFUS
    Littelfuse
  • $26.98
  • -5.60%
  • $27.31

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.

People owning LFUS also tend to own: AVIDBROCOHCRKCTASDWAGIL

TheStreet.com Rating: C- What is this?

  • +
  • IAG
    Iamgold Corporati
  • $18.68
  • -6.22%
  • $18.50

Price/Book: 0.69 Free Cash Flows: $144M Debt/Equity: 0.3

People owning IAG also tend to own: CHKFRGGLEIVNKRYCEFGLD

TheStreet.com Rating: C What is this?

  • +
  • SCMR
    Sycamore Networks
  • $2.85
  • -0.35%
  • $2.87

Price/Book: 0.75 Free Cash Flows: $4M Debt/Equity: 0

People owning SCMR also tend to own: AAPLAEMAMRAXPBTUCCCCCJ

TheStreet.com Rating: D+ What is this?

  • +
  • ABFS
    Arkansas Best Cor
  • $24.12
  • -3.40%
  • $24.15

Price/Book: 0.98 Free Cash Flows: $88M Debt/Equity: 0.22

People owning ABFS also tend to own: BGERJFISHMCMWVPBRRMBS

TheStreet.com Rating: C- What is this?

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Start Price

Return Value

Start Date

KYO 59.35 +32.52% Dec 3rd
TDK 32.70 ------ Dec 3rd
MKTAY 18.00 +85.00% Dec 3rd
MRVL 6.57 +137.90% Dec 3rd
LFUS 21.14 +27.63% Dec 3rd
IAG 2.61 +615.71% Dec 3rd
SCMR 2.86 -0.35% Dec 3rd
ABFS 28.11 -14.19% Dec 3rd
SONS 2.16 -6.02% Dec 3rd
DIVX 5.53 -9.22% Dec 3rd

Average return:

+86.90%

Success rate:

55.56%

Deleted Stocks:

OWW 3.44 0.00% Dec 3rd

Tracking Started: 12-03-2008

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