WARNING: I’m not an investment adviser, just a blogger.
Tech
QCOM, 61.86 Dec 31, 4:00PM EST
A play on wireless growth, doesn’t matter if it’s Apple or Android, smartphones or tablets, Qualcomm benefits.
EMC, 25.30 Dec 31, 4:00PM EST
Data growth. Virtualization. Cloud Computing.
YHOO, 19.90 Dec 31, 4:00PM EST
New CEO, low bar from decade as doormat.
Industrial
CFX, 40.35 Dec 31, 4:03PM EST
Little followed mid cap. Well run industrial.
DOV, 65.71 Dec 31, 4:00PM EST
Well managed, diversified industrial in hot sectors, energy, wireless communications.
Financials
NICK, 12.40 Dec 31, 4:00PM EST
Crossing Wall Street’s Eddy Elfenbein (@eddyelfenbein) loves this company. It’s a member of his Buy List again in 2013. His Buy List has whipped the S&P 500 for six straight years,
The 2012 trading year has come to a close. I’m happy to report that our Buy List had another market-beating year. The 20 stocks on the Crossing Wall Street Buy List gained 14.56% while the S&P 500 gained 13.41%. This is the sixth year in a row that we have beaten the market.
You’d have to be crazy not to read his blog.
JPM, 43.97 Dec 31, 4:00PM EST
Too Big To Fail on The Whale. The London Whale trading fiasco that cost $5 billion in loses last year is but a distant memory.
Food
DPZ, 43.55 Dec 31, 4:01PM EST
A tech company that sells Pizza. Led by dynamic CEO, company is expanding aggressively internationally. Already had a big run, so kind of late to the pizza party, but still like it.
Retail
TJX, 42.45 Dec 31, 4:06PM EST
Well run company, blah economy, affordable fashion and bargain shopping in vogue for another year.
Energy
BTU, 26.61 Dec 31, 4:02PM EST
A play and the turn on coal, based mostly in faith that CHINA is recovering.
