Vitaliy's Top Stocks
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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
  • $53.78
  • -0.85%
  • $54.57

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
  • $4.09
  • -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.

People owning JTX also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: D+ What is this?

  • +
  • 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

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • 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!

People owning JOSB also tend to own: ABTDGXEPDFMDGSKJNJJTX

TheStreet.com Rating: B What is this?

  • +
  • EPD
    Enterprise Pt Uts
  • $29.73
  • -0.07%
  • $29.87

See Teppco's comments

People owning EPD also tend to own: ABTDGXFMDGSKJNJJOSBJTX

TheStreet.com Rating: B What is this?

  • +
  • LYG
    Lloyds Bnkg Gp Ad
  • $5.25
  • +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

People owning LYG also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: No Rating What is this?

  • +
  • 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

People owning WMT also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: B What is this?

  • +
  • 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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Start Price

Return Value

Start Date

ABT 53.63 +0.28% Mar 15th
JTX 31.74 -87.11% Mar 15th
JNJ 60.53 +6.33% Mar 15th
JOSB 31.89 +31.58% Mar 15th
EPD 31.39 -5.29% Mar 15th
LYG 41.81 -87.44% Mar 15th
WMT 46.00 +17.91% Mar 15th
RX 28.25 -24.46% Mar 15th
TPP 43.97 ------ Mar 15th
NOK 21.66 -41.37% Mar 15th
GSK 51.46 -16.93% Jun 6th
DGX 48.65 +19.71% Jun 6th
FMD 38.45 -93.94% Jun 6th

Average return:

-26.91%

Success rate:

41.67%

Hated Stocks:

FUN 28.78 -69.15% Jun 6th

Tracking Started: 03-15-2007

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

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