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 - $53.64
- +1.28%
- $53.25
Same story as JNJ but a bit smaller company. See JNJ pick.

-
JTX
Jackson Hewitt Ta - $4.15
- +2.47%
- $4.05
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 - $62.31
- +0.60%
- $61.82
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 - $41.74
- +0.24%
- $41.55
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 - $29.33
- +0.07%
- $29.29
See Teppco's comments

-
LYG
Lloyds Bnkg Gp Ad - $5.81
- -3.01%
- $5.81
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 - $54.28
- -0.48%
- $54.53
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 - $21.45
- +0.33%
- $21.36
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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A. The only one I own : SLX,
too hard pick a winner out all of them
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02/05/2009 12:14 PM CST Asked by neetu78
This portfolio consists of stocks