More Top Stock Picks for 2012

By on December 29, 2011

A few days ago I listed the top stock choices of Barrons and Smart Money for the coming year. There seems to be an endless supply of these lists.

Fortune, like Barrons, didn’t do so well with their list in the past year, but that certainly isn’t going to stop them from trying again. Here are their choices for the coming year:

1. Apple (AAPL)

2. Caterpillar (CAT)

3. Enbridge Energy Partners (EEP)

4. Goodyear Tire (GT)

5. Halliburton (HAL)

6. Intel (INTC)

7. Johnson Controls (JCI)

8. Lockheed Martin (LMT)

9. Microsoft (MSFT)

10. Royal Bank of Canada (RY)

I already hold Microsoft, Intel, Goodyear Tire and Johnson Controls in my own account, or accounts I manage.

My favorite stock in this list, at the current quote, is Microsoft, and I would consider adding it to the SMA Portfolio if the price was below $26 when a buy signal is generated. MSFT is a true bargain at 10 times earnings and a 3% yield. The company has a wide moat, a large cash hoard, and there isn’t any sign their dominance in office software is going to be surpassed in the intermediate-term future.

Apple is a compelling buy also, despite the long run-up. AAPL’s earnings are growing vigorously, yet it trades for less than 15 times earnings. The cult of Apple continues growing worldwide and it doesn’t appear that it will be sidetracked anytime soon. The competitive nature of its businesses is the only thing keeping me from pulling the trigger on it now.

Source: Fortune

InvestorPlace has a unique top 10 stock list with investment professionals revealing their favorite stocks for the coming year followed by their reasoning behind their choices.

CBS MoneyWatch columnist Dan Burrows – Caterpillar (CAT)

CNNMoney’s Paul R. La Monica – Fedex (FDX)

Trader, journalist and money manager Jon Markman – Hershey (HSY)

Senior analyst Philip van Doorn of TheStreet - Capital One Financial (COF)

Motley Fool’s David Gardner – Mako Surgical (MAKO)

Blogger, author and founder of Stockpickr James Altucher – Microsoft (MSFT)

Josh Brown, adviser at Fusion Analytics and the author of The Reformed Broker blog – Arcos Dorados (ARCO)

Money manager and stock picker Charles Sizemore, CFA – Turkcell Iletisim Hizmetleri AS (TKC) editor Jeff Reeves – Alcoa (AA)

Financial columnist and money manager Jim Jubak – Banco Santander (STD)

I currently own, or manage accounts, holding Alcoa, Fedex, Hershey and Microsoft. I unwisely eliminated Hershey from the SMA Portfolio on August 25, 2009 (link). HSY is up about 50% since then. However, I see little reason to buy it now.

Again, Microsoft appears to be the best of this bunch, but honestly any of the stocks could rise to the top. From the past performance of some of the pickers, it seems like an exercise in futility. We’ll find out a year from now.

Source: InvestorPlace


  1. Razor Hall

    December 31, 2011 at 5:31 pm

    Nobody picks RIMM? It will surprise everyone with a double next year!

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