Date updated:12-15-2006
Long biased. Value based. Catalyst driven.

-
TXU
Txu - $0.00
- N/A
- $N/A
Excellent CEO has transformed the business. Cheap on cashflow. Allocate capital and manage the balance sheet as well as any industrial company.

-
MOT
Motorola Inc - $8.30
- +0.24%
- $8.40
In the last 2 years, increased cashflow, market share and operating margins. Paid down debt. Acquired Symbol. There's more to come and the stock's cheap.

-
MCD
Mcdonalds Cp - $63.99
- +0.03%
- $64.30
Product innovation has driven consumers back to this leading global brand as evidenced by comp store #s. Still trades at a discount to market multiple.

-
SNE
Sony Cp Adr - $27.31
- +1.90%
- $27.21
Early stages of turnaround. Small changes in operating margins have huge impact on earnings. LCD TV is bright spot. PS3 will drive cashflow in 2007-2009. Battery problem is temporary.

-
HPQ
Hewlett Packard C - $51.02
- +1.96%
- $50.43
Mark Hurd was an outstanding leader at NCR and is doing more of the same at HP. Increasing market share and margins. The Board room soap opera will pass.

-
MRK
Merck Co Inc - $36.42
- -0.11%
- $36.75
Pipeline is much stronger than anticipated. Legal liability on Vioxx is manageable.

-
ACLI
American Commerci - $19.87
- +7.35%
- $19.04
Best in class management team has turned around the company post-bankruptcy. Excellent backlog in manufacturing through 2008. Stock has had a big run, but should continue as excess cashflow is invested in inter-modal transportation.

-
RTWI
Rtwi - $0.00
- N/A
- $N/A
Micro cap. Very cheap on book value and earnings. Services business will drive growth in earnings and multiple expansion.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Bernard L. Madoff Inve...
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Top 5 Small-Cap Stocks: N...
- » Echo5Joker's Portfolio
- 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. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...
By Roberto Pedone Posted on Nov. 24, 2009 10 Terrific Dividend Stocks: This Barron’s article highlights 10 high-quality dividend-paying stocks for investors who’re ...
By Jonas Elmerraji Posted on Nov. 23, 2009 As well as broad-based indexes have performed in the last few months, Stockpickr's weekly Rocket Stocks list has managed to d...
Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...
A. A stronger dollar, reduction in
government debt, gold backing of the
dollar.
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is a list of some of the companies that will report earnings tomorrow (Nov. 25, 2009). For some of the companies below, EPS estimates* are provided. * Analyst op... more
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more













Comments not available