Two years ago I assembled a list of stocks for 2007 and last year I did the same for 2008. The first list remains ahead of the market while the latter did poorer than the market at last check. In both cases I owned many of the stocks. In putting together the 2009 list I am doing something different. I own all the stocks in a new portfolio aggregated in the last quarter of this year.All of them have been written up already. I discussed this in Chasing Value: Annaly Capital Mgmt -- from watch list to buy and later in Chasing Value: Add General Electric to the list. Now I am adding four more stocks to the list which will be completed before the last trading day of this year. All of them have appeared in my Chasing Value column.
Anadarko Petroleum Corporation (NYSE: APC) and Diageo plc (NYSE: DEO) were discussed in Chasing Value: Oil & Booze -- Anadarko & Diageo.
For my view of Anglo American ADR (NASDAQ: AAUK) See: Chasing Value: Anglo American on sale and Chasing Value: Inflation protection with gold & platinum (AAUK).
I have written about Wells Fargo (NYSE: WFC) many times. In the first quarter I wrote Chasing Value: Wells Fargo may look like a steal in 12 months and most recently I wrote Chasing Value: Wells Fargo the pogo stick.
All six of the stocks pay dividends. I have indicated my cost (last trade) and the yield as of last Friday's close from AOL Money & Finance.
- Anadarko Petroleum (NYSE: APC) $34 ($37.16) -- 0.97%
- Anglo American ADR (NASDAQ: AAUK) $11 ($10.71) -- 6.07%
- Annaly Capital Management, Inc. (NYSE: NLY) $14.80 ($15.69) -- 13.39%
- Diageo plc (NYSE: DEO) $52 ($56.47) -- 4.67%
- General Electric Company (NYSE: GE) $16 ($16.50) -- 7.52%
- Wells Fargo & Company (NYSE: WFC) $27 ($29.36) -- 4.63%
Sheldon Liber is the CEO of a small private investment company and the principal for design and research at an architecture & planning firm. He writes the columns Chasing Value and Serious Money. Disclosure: I own shares of APC, AAUK, NLY, DEO, GE & WFC
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Reader Comments (Page 1 of 1)
12-24-2008 @ 11:28AM
Joseph Van Luchene said...
Why isn't Ferrell Gas Partners L.P. on your list?