Debut: Just One Man's Opinion - 01 July 2005
Editor's note: tandapundit is proud to welcome an exciting new contributer - JMac. He will write a continuing series of columns entitled "Just One Man's Opinion". The columns will focus primarily on finance and investment. The debut column follows immediately below.
by JMac
Altria- buy & hold; dividend play
Boeing- Buy & hold 3 yrs
Coke- Stumbling giant; buy on 5% pull back
Pepsi- Buy & hold 3yrs
Starbucks- Buy, its China Stupid!
Avon- They love it is Asia, so should you
Procter & Gamble- Buy & hold, dividend play
Johnson & Johnson- see P&G
Wal-Mart- 168 new stores in China, enuff said?
Microsoft- a bargain at these prices and: the cash!!!! OH! the Cash!!!!!!!!!!!
Intel- best of breed
Weyerhouser- Buy great real estate play
St. Joes of Florida- see Weyerhouser
SBC- ok for income, but not growth
Target- next to Wal-Mart, best of breed
Sears Holdings- great real estate play with acquistion of K-Mart
GM- are u a gambler? a long shot, BUT Kerkorian must know something !!??
Ford- ForDget about it ! Can you say Chapter 11 ?
Chrysler- dead money
Citgroup- If they are successful in current effort to break into China & India its a great buy.
FedEX- with e-retailing growing @ 33% per year they will benefit and they having ability to pass along higher fuel costs.
UPS- see FEDEX
Exxon- BUY and hold...............FOREVER!!!!!! Your great-great grandchildren will thank you, they ONLY make 20% return on equity, 200 mil barrels in proven reserves
Wendy's- if you think they may spin-off the real estate and Tim Hortons then buy
Sysco Foods- solid company, no interest rate nor oil price worries, buy & hold
Lucent- could be come-back story of the year, or.........could not....like to gamble?
Dupont- if oil falls below $52 BUY-BUY-BUY
Dow Chemical- see Dupont
Eastman Chemical see Dupont
Drug Stocks in general- Scarrrry! if Dems capture the House in 2006, look out below !!! Pfizer is OK for now
Airline Stocks in general- RUN ! RUN ! RUNAWAY !!!!!! if you must, Southwest, IF oil breaks under $50
Home builders in general- if you think Fed raises 2 or more times then avoid, if not enjoy the ride for another 6-12 mos.
Duke Energy- dividend play
Home Depot- ok, but boring
Lowes- just slightly better than Home Depot
Comcast A- solid company, good growth, buy & hold 2 yrs
Time-Warner- OK, but Parsons !!! get rid of AOL !!!!!!
Google- Frankly, I have no FREAKING idea, for day traders only
Yahoo!- OK- but like e-bay more
Apple- on 5% pull back, take small bites
Motorola- great management, big in Asia, gotta buy
Chevron-Texaco- solid buy & hold for 3 yrs
GE-buy, UNLESS you DON'T like consistent growth & income
Amazon- I am sorry Jeff, I just don't trust your numbers
Trump Casinos & Resorts- IF I were a short seller (and I am not), this would be my pick. Wynn, Edelman & Kerkorian will eat his lunch in LV, and AC is dead money.
Fortune Brands- They make the #1 golf ball in the world and it is played by the #1 golfer in the world, enuff said?
IGT- a stock nobody likes, BUT gambling is now America's favorite pastime and the politicians like the revenue they get w/o having to raise taxes.
Yellow Freight- only if oil breaks below $50 then this is best of breed
General Dynamics, Raytheon, United Tech- good for now, BUT if war in Iraq winds down and/or Dems capture House in 06, lookout below
Health care stocks in general- too much government, suggest a diversified mutual fund, e.g.Vanguard Health fund
Disney- what a mess, give Eiger 6 mos, then revisit
Verizon- nice dividend, but no real growth here
QWEST- you paid what for what ?
Tyco- too too diversified
Caterpillar-New highway construction bill and Asia growth make this a 3 yr buy & hold
TransCanada- Most people don't know Canada, not OPEC, is USA's largest supplier of oil & gas, these guys have a lot of lines and pricing power, buy
General Mills- boring, but no oil or interest worries here, solid company
Alcoa- dead money until energy prices pull back
Anheuser-Busch- Market dominator, have a Bud on me
Colgate-Palmolive- great brands buy & hold
Corning- leader in LCD's buy on ANY pull back
Iron Mountain- no, this is not a mining co, it is in document storage & retreival, 150k customers, buy on any small dip
Weight-Watchers- market dominator, eat this up !
Wal-Greens- it just keeps growing & growing buy & hold
Bank stocks in general- interest rate uncertainty and maybe more scandals for money center banks, prefer regionals like Golden West, Wells Fargo, 5th Third and National City
Oil drillers- big movers with oil above $55, pick em
IBM- buy on dips, cannot understand current business plan
Texas Instruments- good company, but don't own this & Motorola, pick one
Starbucks- believe it or not .... its CHINA stupid !!
Burlington Industries- great natural gas play, buy & hold
Suggested Portfolios -
Diversified: Avon, Exxon, P&G, J&J, Microsoft, Citigroup, Altria, FEDEX (or UPS), Intel, Boeing, Sysco Foods, AIG, Pepsi, Target, Comcast A, Harrahs.
Speculative high risk: Lucent, GM, Google, Cisco.
Income: Altria, P&G, J&J, SBC, Duke Energy, General Mills.
by JMac
Altria- buy & hold; dividend play
Boeing- Buy & hold 3 yrs
Coke- Stumbling giant; buy on 5% pull back
Pepsi- Buy & hold 3yrs
Starbucks- Buy, its China Stupid!
Avon- They love it is Asia, so should you
Procter & Gamble- Buy & hold, dividend play
Johnson & Johnson- see P&G
Wal-Mart- 168 new stores in China, enuff said?
Microsoft- a bargain at these prices and: the cash!!!! OH! the Cash!!!!!!!!!!!
Intel- best of breed
Weyerhouser- Buy great real estate play
St. Joes of Florida- see Weyerhouser
SBC- ok for income, but not growth
Target- next to Wal-Mart, best of breed
Sears Holdings- great real estate play with acquistion of K-Mart
GM- are u a gambler? a long shot, BUT Kerkorian must know something !!??
Ford- ForDget about it ! Can you say Chapter 11 ?
Chrysler- dead money
Citgroup- If they are successful in current effort to break into China & India its a great buy.
FedEX- with e-retailing growing @ 33% per year they will benefit and they having ability to pass along higher fuel costs.
UPS- see FEDEX
Exxon- BUY and hold...............FOREVER!!!!!! Your great-great grandchildren will thank you, they ONLY make 20% return on equity, 200 mil barrels in proven reserves
Wendy's- if you think they may spin-off the real estate and Tim Hortons then buy
Sysco Foods- solid company, no interest rate nor oil price worries, buy & hold
Lucent- could be come-back story of the year, or.........could not....like to gamble?
Dupont- if oil falls below $52 BUY-BUY-BUY
Dow Chemical- see Dupont
Eastman Chemical see Dupont
Drug Stocks in general- Scarrrry! if Dems capture the House in 2006, look out below !!! Pfizer is OK for now
Airline Stocks in general- RUN ! RUN ! RUNAWAY !!!!!! if you must, Southwest, IF oil breaks under $50
Home builders in general- if you think Fed raises 2 or more times then avoid, if not enjoy the ride for another 6-12 mos.
Duke Energy- dividend play
Home Depot- ok, but boring
Lowes- just slightly better than Home Depot
Comcast A- solid company, good growth, buy & hold 2 yrs
Time-Warner- OK, but Parsons !!! get rid of AOL !!!!!!
Google- Frankly, I have no FREAKING idea, for day traders only
Yahoo!- OK- but like e-bay more
Apple- on 5% pull back, take small bites
Motorola- great management, big in Asia, gotta buy
Chevron-Texaco- solid buy & hold for 3 yrs
GE-buy, UNLESS you DON'T like consistent growth & income
Amazon- I am sorry Jeff, I just don't trust your numbers
Trump Casinos & Resorts- IF I were a short seller (and I am not), this would be my pick. Wynn, Edelman & Kerkorian will eat his lunch in LV, and AC is dead money.
Fortune Brands- They make the #1 golf ball in the world and it is played by the #1 golfer in the world, enuff said?
IGT- a stock nobody likes, BUT gambling is now America's favorite pastime and the politicians like the revenue they get w/o having to raise taxes.
Yellow Freight- only if oil breaks below $50 then this is best of breed
General Dynamics, Raytheon, United Tech- good for now, BUT if war in Iraq winds down and/or Dems capture House in 06, lookout below
Health care stocks in general- too much government, suggest a diversified mutual fund, e.g.Vanguard Health fund
Disney- what a mess, give Eiger 6 mos, then revisit
Verizon- nice dividend, but no real growth here
QWEST- you paid what for what ?
Tyco- too too diversified
Caterpillar-New highway construction bill and Asia growth make this a 3 yr buy & hold
TransCanada- Most people don't know Canada, not OPEC, is USA's largest supplier of oil & gas, these guys have a lot of lines and pricing power, buy
General Mills- boring, but no oil or interest worries here, solid company
Alcoa- dead money until energy prices pull back
Anheuser-Busch- Market dominator, have a Bud on me
Colgate-Palmolive- great brands buy & hold
Corning- leader in LCD's buy on ANY pull back
Iron Mountain- no, this is not a mining co, it is in document storage & retreival, 150k customers, buy on any small dip
Weight-Watchers- market dominator, eat this up !
Wal-Greens- it just keeps growing & growing buy & hold
Bank stocks in general- interest rate uncertainty and maybe more scandals for money center banks, prefer regionals like Golden West, Wells Fargo, 5th Third and National City
Oil drillers- big movers with oil above $55, pick em
IBM- buy on dips, cannot understand current business plan
Texas Instruments- good company, but don't own this & Motorola, pick one
Starbucks- believe it or not .... its CHINA stupid !!
Burlington Industries- great natural gas play, buy & hold
Suggested Portfolios -
Diversified: Avon, Exxon, P&G, J&J, Microsoft, Citigroup, Altria, FEDEX (or UPS), Intel, Boeing, Sysco Foods, AIG, Pepsi, Target, Comcast A, Harrahs.
Speculative high risk: Lucent, GM, Google, Cisco.
Income: Altria, P&G, J&J, SBC, Duke Energy, General Mills.
posted by TandaPundit at 9.7.05
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