Looks like some good ideas to work into an investment portfolio.
UPDATE - 2010 investment ideas that hit -- and missed Weekend Investor - MarketWatch
1. Stocks with a global footprint
Coca-Cola Co. (KO 55.25) and Google Inc. (GOOG 484.60) Big-cap U.S. stock ETFs with a global slant include Vanguard Large Cap ETF (VV 50.21) , PowerShares Active Mega Cap (PMA 22.14) and iShares Russell Top 200 Index (IWL 25.60)
2. Stock dividends as bond substitute
Stocks:
Intel Corp. (INTC 20.62) , Kraft Foods Inc. (KFT 29.32) , McDonald's Corp. (MCD 69.90) , Exxon Mobil Corp. (XOM 59.82) , Procter & Gamble Co. (PG 61.25) , Johnson & Johnson (JNJ 57.98) and Coca-Cola (KO 55.25) - Each of these stocks yields above 3% and Kraft offers 4%.
ETFs:
Jensen Portfolio (JENSX 24.20) use dividends as a cornerstone of their investment strategy. Vanguard Dividend Appreciation ETF (VIG 46.87) , SPDR S&P Dividend (SDY 48.52) , iShares Dow Jones Select Dividend Index (DVY 45.52) , WisdomTree LargeCap Dividend (DLN 40.99) and PowerShares International Dividend Achievers (PID 14.00).
3. Larger-cap index funds = Stay away for now it sounds like...
4. Technology stocks
Stocks:
EMC Corp. (EMC 19.86), Intel (INTC 20.62), Cisco Systems Inc. (CSCO 23.11), NetApp Inc. (NTAP 42.29), International Business Machines (IBM 128.65).
ETFs:
Funds:
Dynamic US Growth Fund (DWUGX 14.16), which has almost half of its portfolio invested in technology companies including Apple Inc. (AAPL 257.02) , NetApp (NTAP 42.29) and VMware Inc. (VMW 77.30)
5. Energy stocks- energy sector is down (buying opportunity?) – The oil patch was hit hard w/ implosion of BP PLC (BP 38.57).
Stocks:
ExxonMobile and Companies in the exploration and production business, include Noble Energy Inc. (NBL 67.21), Chesapeake Energy Corp. (CHK 21.06) and Talisman Energy Inc. (TLM 17.14).
ETFs:
Energy Select Sector SPDR (XLE 53.92), SPDR S&P Oil & Gas Exploration & Production (XOP 40.58).
Funds:
RidgeWorth Mid-Cap Value Equity Fund (SAMVX 10.54) about 15% of its portfolio in energy sector.
6. Industrials- strong foundation so far this year (aerospace and defense firms, railroads, electrical equipment makers and construction and engineering firms)
Stocks:
Flowserve Corp. (FLS 98.89) , ITT Corp. (ITT 46.95), Fluor Corp. (FLR 48.29), Ingersoll-Rand PLC (IR 37.41), Lennox International Inc. (LII 43.60) and A.O. Smith Corp. (AOS 54.66)
ETFs:
Industrial Select Sector SPDR (XLI 30.29), Vanguard Industrials ETF (VIS 55.92)
7. M&A trends
Global merger and acquisition activity rose almost 8% in the first half of 2010 - will be an ongoing global trend. Companies with cash are increasingly looking across the globe for opportunities.
Lazard Ltd. (LAZ 29.67) investment bank and asset manager. "It's ridiculously cheap, and without the regulatory and balance sheet risk of the other banks"
8. U.S. dollar
The strong-dollar theme continues to play out,
9. Avoid long-term government bonds
10. Emerging markets consumers
Consumer-services companies in emerging markets, present a compelling and relatively more predictable investment picture - emerging middle class - providers of consumer services.
Stocks:
China Life Insurance Company Ltd. (LFC 67.17), multinationals Taiwan Semiconductor Manufacturing (TSM 10.09), Nike Inc. (NKE 73.51) and Mead Johnson Nutrition Company (MJN 53.15) ways to take advantage of rising incomes in China.
Consumer-staples companies
Funds:
Artio Global Equity Fund (JGEIX 33.44
The original article is posted here:
http://www.marketwatch.com/story/ten-money-making-investment-ideas-for-2010-2010-01-08
UPDATE - 2010 investment ideas that hit -- and missed Weekend Investor - MarketWatch
1. Stocks with a global footprint
Coca-Cola Co. (KO 55.25) and Google Inc. (GOOG 484.60) Big-cap U.S. stock ETFs with a global slant include Vanguard Large Cap ETF (VV 50.21) , PowerShares Active Mega Cap (PMA 22.14) and iShares Russell Top 200 Index (IWL 25.60) 2. Stock dividends as bond substitute
Stocks:Intel Corp. (INTC 20.62) , Kraft Foods Inc. (KFT 29.32) , McDonald's Corp. (MCD 69.90) , Exxon Mobil Corp. (XOM 59.82) , Procter & Gamble Co. (PG 61.25) , Johnson & Johnson (JNJ 57.98) and Coca-Cola (KO 55.25) - Each of these stocks yields above 3% and Kraft offers 4%.
ETFs:
Jensen Portfolio (JENSX 24.20) use dividends as a cornerstone of their investment strategy. Vanguard Dividend Appreciation ETF (VIG 46.87) , SPDR S&P Dividend (SDY 48.52) , iShares Dow Jones Select Dividend Index (DVY 45.52) , WisdomTree LargeCap Dividend (DLN 40.99) and PowerShares International Dividend Achievers (PID 14.00).
3. Larger-cap index funds = Stay away for now it sounds like...
4. Technology stocks
Stocks:EMC Corp. (EMC 19.86), Intel (INTC 20.62), Cisco Systems Inc. (CSCO 23.11), NetApp Inc. (NTAP 42.29), International Business Machines (IBM 128.65).
ETFs:
Funds:
Dynamic US Growth Fund (DWUGX 14.16), which has almost half of its portfolio invested in technology companies including Apple Inc. (AAPL 257.02) , NetApp (NTAP 42.29) and VMware Inc. (VMW 77.30)
5. Energy stocks- energy sector is down (buying opportunity?) – The oil patch was hit hard w/ implosion of BP PLC (BP 38.57).
Stocks:ExxonMobile and Companies in the exploration and production business, include Noble Energy Inc. (NBL 67.21), Chesapeake Energy Corp. (CHK 21.06) and Talisman Energy Inc. (TLM 17.14).
ETFs:
Energy Select Sector SPDR (XLE 53.92), SPDR S&P Oil & Gas Exploration & Production (XOP 40.58).
Funds:
RidgeWorth Mid-Cap Value Equity Fund (SAMVX 10.54) about 15% of its portfolio in energy sector.
6. Industrials- strong foundation so far this year (aerospace and defense firms, railroads, electrical equipment makers and construction and engineering firms)
Stocks:Flowserve Corp. (FLS 98.89) , ITT Corp. (ITT 46.95), Fluor Corp. (FLR 48.29), Ingersoll-Rand PLC (IR 37.41), Lennox International Inc. (LII 43.60) and A.O. Smith Corp. (AOS 54.66)
ETFs:
Industrial Select Sector SPDR (XLI 30.29), Vanguard Industrials ETF (VIS 55.92)
7. M&A trends
Global merger and acquisition activity rose almost 8% in the first half of 2010 - will be an ongoing global trend. Companies with cash are increasingly looking across the globe for opportunities. Lazard Ltd. (LAZ 29.67) investment bank and asset manager. "It's ridiculously cheap, and without the regulatory and balance sheet risk of the other banks"
8. U.S. dollar
The strong-dollar theme continues to play out, 9. Avoid long-term government bonds
10. Emerging markets consumers
Consumer-services companies in emerging markets, present a compelling and relatively more predictable investment picture - emerging middle class - providers of consumer services.Stocks:
China Life Insurance Company Ltd. (LFC 67.17), multinationals Taiwan Semiconductor Manufacturing (TSM 10.09), Nike Inc. (NKE 73.51) and Mead Johnson Nutrition Company (MJN 53.15) ways to take advantage of rising incomes in China.
Consumer-staples companies
Funds:
Artio Global Equity Fund (JGEIX 33.44
The original article is posted here:
http://www.marketwatch.com/story/ten-money-making-investment-ideas-for-2010-2010-01-08
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