Frank the Bunny asked for further thoughts on these stocks. So I going to expand my original post to accomodate him.
Everyone should make their own decisions, after doing lots of reserach, and talking to their financial advisor.
That being said, here are some stocks that I invested in recently:
These are in my long term, account, that I set up and run without a broker.
Ford - I bought, sold (advice from my broker, it was then in my "speculative account") and now have bought again in my long term, personally managed, hold/investment account. Ford is the only American auto company that has a chance of staying out bankruptcy. Chrysler is dead, Government Motors is a dead man walking. Ford will either be bankrupt or at $40 a share in 5 years. At a 50-50 chance, I wish I could put all money into ten such opportunities. Note - this is not going to be a divident stock for years.
GE - Perhaps the largest company in the world, not in any real financial trouble, well diversified, but also a major player in energy machinery and a leader in alternative energy. Great relationship with creditors, so can tap more funds or refis more easily than most companies.
Kraft - A quality, well run food company. As people eat out less, they will be buying more Kraft products. Soilid cash flow.
Taiwain SemiConductor - One of the world leaders in microchip production, solid R&D, great quality control, will benefit from the raproachment between China and Taiwan economically. Pays a divident.
Mosiac (A big fertilizer company) - Has gone from 44 to 51 in the last week or ten days. Was oversold badly in the stock collapse. Makes money, great cash flow now that farmers know that people and companies will be able to afford to buy their crops. Also pays a divident.
microsoft. - has more cash on hand than any other company on Earth. Unchallenged core product line. If it focused on paying dividends, the stock price would triple in weeks. Right now, the stock price is about $20 per share and it has around $10 per share in cash, not counting what it just raised from its first ever debt offering.
Eagle Bulk Shipping (ignore the amazing P/E ratio)- One of the best run companies in the shipping industry, ridiculously cheap, has a great P/E ration (4.5?) but that should change. Pays a dividend, but I expect that to be cut. Should be one of the early beneficiaries as trade and manufacturing picks up. (Recent analysis show corporate inventories are so low that everyone expects orders to pick up very fast.)
To this list, I intend to add
Rouche ADRs (These are Certificates of Ownership of the Swiss stock). I like big Swiss Chemical and Pharmacuetical companies. They have access to cheap loans whenever they want them from the Swiss Banks, the Companies are well run (but with little imagination). The stocks are demarked in Swiss Francs, so you have the the security of the Swiss currency against Dollar Depreciation and against Inflation. And unlike just owning currency, you own a solid company that does acquire other companies and does business all over the world. And you can get dividents.
Merck. - Another pharma that pays dividends. Their recent $30 Billion plus aquisition is hurting their stock price, but since it is a Euro company, that adds protection against a dollar depreciation.
BP - solid reserves, global presense, consistent but small dividend,
Exxon - largest energy company in the world. Solid earnings, good cash on hand. solid reserves but continues to look for more.
Petrobras - The Brasilian Gasoline, Oil and Energy company has some big new finds in and off the coast of Brasil. Involved in projects in Africa and Central Asia. Well run, is making money while expanding. Will be one of the 5 biggest oil and gas companies in the world within a decade, according to analysists. Priced in the Brasilain currency, the Real, which has been strong lately.
Vale - The number two mining company in the world. Big new deals with China. Another Brasilian based company. Wide variety of metals produced, including precious metals.
AT&T - Not staid old Ma Bell anymore. This seems to be the company that will end up dominating the Telecom field.
New York Stock Exchange ( I owned a small bit of this in my speculative portfolio, made some bucks and sold. But I want to get some shares in my long term portfolio). Solid preformance. And whether stocks go up or stocks go down, they will be sold on the NYSE.
On the short term stock price gain side of my investments I currently am holding -
Cardium Therapuetic (will sell before July 1) - New drug in the pipeline.
Insmed (will sell before June 1) - New drug in the pipeline.
International Gaming Technologies - Slot machine maker, in line for some really big contracts.
Infosys - Indian Computer and tech services. Was supposed to make a big run. Instead went into a big stall. Still hoping.
US Steel (not a good play by my broker and I).
Tennet Healtch Care (talked into this one by a broker, bad play) - One of the biggest owners and operators of Hospitals.
FAS (Boy, am I big on FAS right now. If it tanks, I could be in trouble!) - This is an ETF that paralells the financial market, but at 3 times the velocity up AND down.
Sprint (gonna sell before the new Iphone hits the market, though). Bought on surmise that the new Palm phones like the Pre, and its 4G network, would move the price up.
Yahoo (Microsoft borrowed that money for something, and they have wanted Yahoo for years).
I bought into and later sold Palm among others.
Well FTB, I hope this is what you wanted.
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Topic: Stocks, Bonds and Investing. (Read 1640 times)