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 - $53.35
- -1.15%
- $53.85
Same story as JNJ but a bit smaller company. See JNJ pick.

-
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.

-
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

-
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!

-
EPD
Enterprise Pt Uts - $30.61
- +0.16%
- $30.86
See Teppco's comments

-
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

-
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

-
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
- Vitaliy's Top Stocks's Blog
- No Blogs Found
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Bernard L. Madoff Inve...
- 3. Argus Management
- 4. Calamos Advisors
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » jgroov Portfolio 1
- » ben johnson
- » my holdings
- » SC TRADE OF THE DAY
- » kudos
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
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...
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...
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...
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...
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.
A. The only one I own : SLX,
too hard pick a winner out all of them
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 provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its safety first approach to investing aim... more
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













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