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 - $51.53
- -0.17%
- $51.45
Same story as JNJ but a bit smaller company. See JNJ pick.

-
JTX
Jackson Hewitt Ta - $4.92
- -0.81%
- $4.94
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 - $60.30
- +0.53%
- $59.94
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 - $41.60
- +1.41%
- $40.90
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 - $28.50
- -0.80%
- $28.69
See Teppco's comments

-
LYG
Lloyds Bnkg Gp Ad - $5.63
- +2.74%
- $5.49
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 - $51.25
- -0.06%
- $51.03
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 - $20.87
- +0.68%
- $20.88
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 Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...
By Stockpickr Staff Posted on Nov. 4, 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...
A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
Here are some of the largest % gainers from Nov. 2, 2009. more
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more













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