Combining some of the stocks recently purchased by Miller, Nygren, Weitz and other noted value managers, I came up with the following portfolio, which includes some beaten down stocks and others that are attractively priced or could be purchased on pullbacks: EK, TYC, THC, GE, HD, CMCSK, XRX, GMH, BAX, L, CSCO, SUNW, AOL, LUV, JPM and TXU. Assuming continued economic recovery and low inflation, 50% price appreciation in many of these stocks over the next 3-5 years seems possible. Suggested additions, deletions or other comments on this proposed mix are welcome. Thanks.
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