Top 1%
Best buys for after the rain..
Started Sep 19 at 1:55 ET (By guliamo)
Symbols: BUD, AMGN, GE, JPM, X, KFT, PG, WHR, SPR, MTL, GLW, JNJ, BA, HSY, MTW, WFC, BAC, KMX, WDR, ETFC, AMZN, INTC, HON, KO, MCD, YUM, SEP, AAPL, WMT, HOG, ABB, TXT
Wanted to open a thread and ask you guys which companies you think are most undervalued and present a loud and clear buying opportunity. Let's stick to mid-large caps.. What's on your watchlist?
I like Intel (INTC), Apple (AAPL) and ABB as companies that can gain heavily once the market is steady again..
Top 1%
s_aaron
Sep 19 at 4:42 ET
With a first glence,perhapes apple can be hurt from a consumer slowdown.I ntel may be okey.I will go right now probably with some of the construction companies active in emerging markets and drug companies
Top 64%
longterminv
Sep 19 at 11:24 ET
i still love GE.
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shlomi
Sep 19 at 11:30 ET
Why didn't you mentioned ETFC ?
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guliamo
Sep 19 at 11:40 ET
I'm looking for large caps. BAC is the only one from the financial sector that I would consider. I think ETFC will do well but only as a small part of a portfolio.
Top 5%
ContraryOne
Sep 19 at 1:19 ET
Look at Spirit Aerosystems SPR ...they contract with both BA and Airbus. Both civialian and military. This is a solid company with a great future that got killed along with BA. If you think the strike will end well...and that BA learned the lesson from the auto industry and big steel on the need to avoid mortgaging their future to the unions...I would defintely look at BA under 60...they are still 59.98 as we speak. As I have said before...BA is a diversified civilian and military contrator with a radically improved airplane in the works (787 Dreamliner).
I was thinking of accelerating the rest of my SEP money for the year to get it into the market earlier in the week. I usually put a portion in monthly. In some ways I wish I had (I would have devided the $$ between TXT, SPR and BA) . But, I think it is important to keep discipline in this market and dollar cost averaging over the 12 months is a good idea. I don't think anyone can effectively time the market consistently.
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bnj646
Sep 19 at 1:39 ET
WDR
Waddell and Reed would be one financial that does well during times of economic distress and has been beaten down.
GLW
MTW
MTL
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Cosmic
Sep 19 at 2:49 ET
In Financials, I think WFC and JPM will do well in the long term (in addition to BAC).
I'd recommend KO and MCD to also get exposure to foreign markets in addition to be good solid companies. Possibly YUM here too.
GE is good - I'd like to take the sector specializing in creating Wind Power solutions if it breaks up into smaller companies.
I still like AMZN and AAPL. One of my new favs is HOG.
McCain has a lot in BUD, which tends to be a good company.
BA is still too iffy with the strike. But I would go steel, X, for sure.
Other possibles:
WHR?
KFT?
HSY?
HON?
AMGN? (It's actually down today - what's up with that?)
WMT? (also a down day)
KMX?
PG?
JNJ?