Vitaliy's Top Stocks
9461 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
  • $53.35
  • -1.15%
  • $53.85

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

People owning ABT also tend to own: DGXEPDFMDGSKJNJJOSBJTX

TheStreet.com Rating: A- What is this?

  • +
  • JTX
    Jackson Hewitt Ta
  • $2.26
  • -9.24%
  • $2.54

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
  • $62.37
  • -0.43%
  • $62.50

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
  • $39.73
  • -2.53%
  • $N/A

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
  • $30.61
  • +0.16%
  • $30.86

See Teppco's comments

People owning EPD also tend to own: ABTDGXFMDGSKJNJJOSBJTX

TheStreet.com Rating: B What is this?

  • +
  • LYG
    Lloyds Bnkg Gp Ad
  • $2.92
  • -7.30%
  • $3.00

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
  • $52.93
  • -0.97%
  • $53.38

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

People owning WMT also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: B What is this?

  • +
  • RX
    Ims Health Inc
  • $21.80
  • -0.18%
  • $21.80

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 -0.52% Mar 15th
JTX 31.74 -92.88% Mar 15th
JNJ 60.53 +3.04% Mar 15th
JOSB 31.89 +24.58% Mar 15th
EPD 31.39 -2.48% Mar 15th
LYG 41.81 -93.02% Mar 15th
WMT 46.00 +15.07% Mar 15th
RX 28.25 -22.83% Mar 15th
TPP 43.97 ------ Mar 15th
NOK 21.66 -39.15% Mar 15th
GSK 51.46 -25.92% Jun 6th
DGX 48.65 +13.05% Jun 6th
FMD 38.45 -94.51% Jun 6th

Average return:

-28.80%

Success rate:

33.33%

Hated Stocks:

FUN 28.78 -58.79% 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:

This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Feb. 8, 2010 Good Buys For Bad Times: This Barron’s article says with the U.S. economy expected to grow by only 3% in 2010, investors shou...

02.08.10 | 16:28 PM
Cramer's Take on Headline Stocks...

Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Regardless of why a stock is in...

02.08.10 | 14:45 PM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Investor an...

02.08.10 | 08:39 AM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Feb. 5, 2010 David Peltier will be on Stockpickr Answers on Feb. 5 to answer your questions. Ask away! Trading days like yesterday are a...

02.05.10 | 14:33 PM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
Book suggestion request
02.05.10 | 22:34 PM From author WilliamAndersen
Other People's Ideas (OPI)
11.28.09 | 15:23 PM From author Valerie J
Stockpickr Jukebox
08.20.09 | 01:57 AM From author Bobby K
more forums
Q. a couple of weeks ago I asked > ...
02.09.10 | 00:35 AM Asked by π

A. TelaDoc Medical Services announced that
it has launched its iTriage(TM)
application for the iPhone(TM). TelaDoc
provides physician or consumer-directed
cross coverage 24/7 delivered by primary
care doctors who diagnose medical
problems and, when appropriate,
prescribe medications. This smartphone
application significantly expands market
reach, making it easier and more
convenient for healthcare consumers to
reach a physician--whenever or wherever
they are located. Healthagen(TM)
recently announced that its iTriage(TM)
application empowers consumers to make
better healthcare decisions through
access to relevant medical information,
transparency around quality, and
information and access to local
healthcare facilities. iTriage helps
consumers evaluate their symptoms, lists
potential diagnoses and provides
locations for treatment. iTriage is
currently available in the Apple App
Store for $0.99.

today 's lists
TheStreet Ratings' Upgrades

TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its "safety first&quo... more

TheStreet Ratings' Downgrades

TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its safety first approach to investing aim... more

Dividends: Tomorrow's Ex-Divide...

Below is a list of some of the companies that have their ex-dividend date Wednesday, Feb. 10, 2010. What is the ex-dividend date? According to Dividends.com: The ex-... more