Date updated:06-06-2007
This portfolio consists of stocks I'd like to own and/or already own. They all trade at attractive valuations (in my estimation). I wrote about most of these stocks in the past. I am enclosing links to those articles.
See more articles and investment ideas at Vitaliy's Contrarian Edge

-
ABT
Abbott Laboratori - $53.78
- -0.85%
- $54.57
Same story as JNJ but a bit smaller company. See JNJ pick.

-
JTX
Jackson Hewitt Ta - $4.09
- -0.24%
- $4.20
JTX in my estimation will grow revenues and EPS 18-20% and 24-28% a year, respectively, over next five years. It has incredible (virtually infinite) incremental return on capital as growth comes from franchisees and fantastic free cash flows which it uses to pay a dividend and to buyback stock.

-
JNJ
Johnson And Johns - $64.36
- +0.31%
- $64.74
Suffering from the P/E fatigue of late 90s as most large capitalization "growth" stocks. I wrote about it in the following article. Fall in love again with a bellwether friend

-
JOSB
Jos. A. Bank Clot - $41.96
- +0.74%
- $42.60
Sales should grow in 15-20% year and margins will expand s. Company should earn $4-5 a share in 2009. I wrote several articles on the stock: Being Contrarian With Jos. A. Bank Jos. A Bank Is a Patient Joe Jos. A. Bank: You Betcha!

-
EPD
Enterprise Pt Uts - $29.73
- -0.07%
- $29.87
See Teppco's comments

-
LYG
Lloyds Bnkg Gp Ad - $5.25
- +0.96%
- $5.31
A very well run British bank which also pays a fat dividend. The following articles explain reasons why I like this stock. Show some respect for a solid British bank Lloyds: Prime for Takeover

-
WMT
Wal Mart Stores - $54.24
- -0.37%
- $54.71
Everybody hates the stock - I love it (though with caution, see articles). A very attractive risk/reward situation. I believe upside is in mid 60s, downside low 40s. Wal-Mart So Far So Wrong Don’t be downbeat about Wal-Mart

-
RX
Ims Health Inc - $21.34
- -0.28%
- $21.50
A great business (wide moat), excellent free cash flows and return on capital. Management? - Dave Thomas proved to be a good operator but prone to doing dumb mergers (see articles). IMS Health: A Dusty Gem RX - Still a Gem, Just in the Wrong Hands
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By Roberto Pedone Posted on Dec. 4, 2009 According to Jim Cramer, the bears need a new line of argument. He said the doom-and-gloomers have been very quiet of late, but...
By Fred Fuld Posted on Dec. 3, 2009 Everyone can appreciate the security offered by a regular income, whether in the form of a paycheck or retirement check -- or a divi...
Posted on Dec. 3, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is to gather as much in...
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A. Penny stocks web sites are full of scam
artists. I would stay away from them and
do your own research. db
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some of the largest % gainers from Dec. 4, 2009. more
Analyst Upgrades and EPS estimate changes for Dec. 4, 2009. Read more here. more
These are the stocks from Jim Cramer's Dec. 4 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more













02/05/2009 12:14 PM CST Asked by neetu78
This portfolio consists of stocks