Latest Top Picks

Stock Opinions by Brian Rogers

TOP PICK
Coca-Cola Company
Interested in companies that are high quality and have struggled. Attractively priced.
food processing
TOP PICK
International Paper
Interested in companies that are high quality and have struggled. Valuation is pretty good. Good dividend yield.
paper products / business forms
TOP PICK
Marsh & McLennan
insurance
TOP PICK
Comcast Corp
Struggled over the last year. Very good company. Great cash flow dynamics. Out of favor. Hold for 1/2 years.
Cable
TOP PICK
Dow Jones & Co. Inc.
Struggled over the last year. Very good company. Great cash flow dynamics. Out of favor. Hold for 1/2 years.
publishing / printing
TOP PICK
Viacom Inc.
A high dividend growth company. Struggled over the last year. Very good company. Great cash flow dynamics. Out of favor. Hold for 1/2 years.
entertainment services
TOP PICK
Wyeth
Have great new pharmaceutical products they will bring into the market in the 2006/2012 timeframe. 14 X earnings and 2 1/2 percent yield. High quality.
biotechnology / pharmaceutical
TOP PICK
Viacom Inc.
Have a series of great media entertainment properties. Undervalued.
entertainment services
TOP PICK
A contrarian play. Very high-quality company. Some accounting and reserve estimation issues but still reasonable valuation. 4% yield.
integrated oils
TOP PICK
Union Pacific Corp
Has had some problems. Business has been so good, they've had difficulty routing freight. The dividend yield. A multiple of 13. Attractive financial position.
Transportation
TOP PICK
Marsh & McLennan
Some investigatory moves announced today. A very good company. Dividend growth will continue to be good. Buyback of some stock means a return to shareholders. Not for the faint of heart.
insurance
TOP PICK
Lockheed Martin
A laggard that hasn't performed particularly well over the last year or so. A high quality company. Have a piece of everything important going on in aviation or defense. Reasonable valuation.
Transportation
TOP PICK
Johnson & Johnson
One of a handful of AAA Company's out there. Great dividend history. Reasonable P/E valuation. Hasn't participated in the strong market over the course of the last year or so.
biotechnology / pharmaceutical
TOP PICK
Microsoft Corp
Very strong financially and the market has totally ignored it for the last year. Fairly reasonable valuation.
computer software / processing
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