Vitaliy's Top Stocks
9306 views
Rate Now: 1 2 3 4

average rating: 3.28 / 7 ratings
DESCRIPTION:

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

symbol name last price % change open
  • +
  • ABT
    Abbott Laboratori
  • $53.64
  • +1.28%
  • $53.25

Same story as JNJ but a bit smaller company. See JNJ pick.

People owning ABT also tend to own: AGNBMYBRLCEPHENDPFRXHSP

TheStreet.com Rating: A- What is this?

  • +
  • 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.

People owning JTX also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: D+ What is this?

  • +
  • 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

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • 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!

People owning JOSB also tend to own: ABTDGXEPDFMDGSKJNJJTX

TheStreet.com Rating: B What is this?

  • +
  • EPD
    Enterprise Pt Uts
  • $29.33
  • +0.07%
  • $29.29

See Teppco's comments

People owning EPD also tend to own: ABTDGXFMDGSKJNJJOSBJTX

TheStreet.com Rating: B What is this?

  • +
  • 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

People owning LYG also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: No Rating What is this?

  • +
  • 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

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: B What is this?

  • +
  • 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

previous next
 

Start Price

Return Value

Start Date

ABT 53.63 +0.02% Mar 15th
JTX 31.74 -86.93% Mar 15th
JNJ 60.53 +2.94% Mar 15th
JOSB 31.89 +30.89% Mar 15th
EPD 31.39 -6.56% Mar 15th
LYG 41.81 -86.10% Mar 15th
WMT 46.00 +18.00% Mar 15th
RX 28.25 -24.07% Mar 15th
TPP 43.97 ------ Mar 15th
NOK 21.66 -38.46% Mar 15th
GSK 51.46 -19.30% Jun 6th
DGX 48.65 +19.53% Jun 6th
FMD 38.45 -94.38% Jun 6th

Average return:

-27.62%

Success rate:

41.67%

Hated Stocks:

FUN 28.78 -74.70% Jun 6th

Tracking Started: 03-15-2007

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

ADD YOUR COMMENTS:

Cramer's Take on Headline Stocks...

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...

11.20.09 | 11:48 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...

11.20.09 | 08:09 AM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...

11.19.09 | 11:13 AM
Squeezing the Shorts: Earnings G...

By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...

11.18.09 | 12:36 PM
more articles
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
What happened to SPRD this week?
11.21.09 | 19:28 PM From author xdhong
more forums
today 's lists
Stocks With Unusual Option Activity

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

Biggest % Gainers

Here are some of the largest % gainers from Nov. 20, 2009. more

TheStreet.com TV Videos

These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more