The Motley Fool Discussion Boards

Previous Page

Investment Analysis Clubs / The BMW Method

URL:  http://boards.fool.com/dow30-redux-30353604.aspx

Subject:  DOW30 redux Date:  11/1/2012  8:21 AM
Author:  Jim2B Number:  40763 of 41990

I've still got cash sitting on the sidelines, which makes me cringe so I'm looking at this again.

Using BMW as a screen, I find the following suggestions (based upon RF & ER):

3M
AA
BAC
XOM
GE
HPQ
JNJ
JPM
MRK
PG
UTX

I screen this list to remove bank stocks and stocks in distress (HPQ!) and these remain:

3M
AA
XOM
JNJ
MRK
PG
UTX

and for non-BMW reasons I find CAT, CVX, and INTC interesting.

Here are my thoughts:
3M
The stalwart of stalwarts. All it's numbers look good, but not great. I love the company but don't see a compelling reas