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 - $45.15
- 0.00%
- $44.82
Same story as JNJ but a bit smaller company. See JNJ pick.

-
JTX
Jackson Hewitt Ta - $4.34
- 0.00%
- $4.25
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 & Johnson - $56.21
- 0.00%
- $56.05
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 - $41.22
- +1.23%
- $41.34
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 Produc - $26.43
- 0.00%
- $26.47
See Teppco's comments

-
LYG
Lloyds Banking Gr - $5.86
- 0.00%
- $5.79
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 - $49.93
- 0.00%
- $50.38
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 - $12.25
- 0.00%
- $12.27
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 Rebecca Corvino Posted at 12:47 p.m. EDT on July 6, 2009 Oil was in the red on Monday, sending stocks and the three major indices lower as well. Bank of America (...
By Fred Fuld Posted at 12:11 p.m. EDT on July 6, 2009 Revenue and earnings surprises can cause stocks to make sharp moves upwards, which in turn can set off a short sq...
By Jonas Elmerraji Posted at 11:07 a.m. EDT on July 6, 2009 As we approach the second week in July, the markets have done a good job of matching the summer heat by keep...
By Stockpickr Staff Posted on July 2, 2009 Developments in the stem cell world are starting to get very interesting. On Tuesday, General Electric (GE) signed an exc...
A. MCD and YUM with no doubt in mind. I am
long both.
A. The only one I own : SLX,
too hard pick a winner out all of them
Here is the stock list of some of the largest % losers from July 1, 2009. more
Here are some of the biggest stocks that made the 52-week high list on July 1, 2009. 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








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