Stock List (Late but here)

aquaswim47 · #1 (**permalink**) 06-20-07, 02:07 AM

These are stocks I recommend buying right now with a limit order.

1) In the retail sector, I love JCP; it's trading at 12 times (next-years) earnings (limit order of $74.75 to $75.25). It's got a PEG of 0.79 and an impeccable balance sheet. COST, PNRA, CVS, LOW, and TGT are also part of my list.

2) In the energy sector, I must get behind XTO; it's trading at 14 times earnings and has a PEG of 0.88. I also like RDS-A, OXY, and XOM.

3) a. In the tech sector, I'd get behind Taiwan Semiconductor, TSM (I personally own that stock) as a trade. TSM is trading at 13.9 times earnings and a PEG of 0.82. It's had a bad 5 month period.

b. For an investment in tech, I'd get behind GOOG. This investment is second to JCPenney (JCP). What an incredible buy? It's trading at 26.75 times earnings and has a PEG of 1.11.

c. Another alternative is ADBE. It's trading at 25 times next years earnings and has a PEG ratio of 1.89. It's down 2% for the week and thus is at a bargain right now.

d. Another alternative is PALM. It focuses on electronic gadgets.

4) PRU is trading at a PEG of 1.01 and at 12.8 times earnings. KB has rapidly increasing earnings and thus only has a PEG of 0.34. However, I think that PRU, SOV, TROW, and WM are all stronger companies than KB. I also like BBD, a Brazilian bank or BAC domestically. I also like Sovereign Bank (SOV) or T Rowe Price (TROW). WM has a great dividend.

5) DE is trading at 14.2 times earnings and a PEG of 1.95. I believe that because of CAT's last 5 months (despite it's 1.08 PEG ratio), I believe that DE is the stock to buy. If you're not sure simply put half in each since you can use Zecco.

6) Northrup Grumman (NOC) is trading at 14.16 times earnings and has a 1.48 PEG ratio. I like this defense contractor. I also like Boeing which is trading at 15.76 times earnings and a PEG of 1.27. I also like Lockheed Martin (LMT).

7) Amgen (AMGN) trades at 13.2 times earnings and a PEG of 1.25. It's got a pretty strong balance sheet. TEVA would be my pick, but since it's so expensive, I would go with GSK due to it's Advair product.

8) A toss-up between AT&T (T), ComCast (CMCSA), United Technologies (UTX), and Proctor & Gamble (PG). I also like Colgate (COL) and Kimberly Clark (KMB)

Journal Writer · #2 (**permalink**) 06-21-07, 02:32 PM

Good picks!
JCP does look good, even more so compared to its competitors that don't have near the fundamentals that JCP does, but I think the chart is saying to hold off a little longer and wait for this latest slide to stop first.

GOOG - can't do anything but agree.

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aquaswim47 · #3 (**permalink**) 06-21-07, 02:53 PM

Thanks for the technical side of the equation. There's so much that is factored into the price of a stock that I think it's good to have multiple viewpoints.

Stocktrading101 · #4 (**permalink**) 06-24-07, 04:17 PM

Google had a great accumulation day yesterday and closed at all time highs, will be a fun one to watch over the next few weeks if the market holds up.

aquaswim47 · #5 (**permalink**) 06-24-07, 06:22 PM

GOOG is one of those few trend stocks I endorse because I see the floor at $450 and a ceiling of approximately $800. I'd put in a limit order between $500 and $515 so you can get a decent deal.

I'm ordinarily a value investor but I like GOOG. I believe my TSM stock will trade around GOOG and thus I want miss much of GOOG. I believe the floor price of TSM is $10 per share and it has a ceiling of $14 per share. I believe the floor on JCP is $70 and the ceiling is $85. I also like XTO and SOV. I believe that PNRA has a floor of $45 and a ceiling of $70 per share.