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Real-Money Stock Picks / Messed-Up Expectations Portfolio


Subject:  Re: Latest screen results Date:  5/19/2011  11:15 PM
Author:  rd80 Number:  358 of 1287

A couple jumped out at me.

Ford - Still a MUE stock even with auto industry improving and production slow downs at the Japanese competitors? Seems worth a closer look.

GE - Finance arm performance has been climbing out of the gutter; big share buyback and more dividend increases planned; has beat expectations each of the last four quarters.

MKSI - This turned up in a screen for cash-rich small-caps I ran last fall - MKSI was one that I liked well enough to add as a CAPS pick - should have followed that up with a buy 'cause it's done really well. I haven't followed it much since the article, but if it only takes low single-digit growth assumptions in a DCF to get to the market price, it's worth some more homework.
I'm assuming the last several columns are using a DCF to back into implied growth assumptions that match the current price, correct?

Many thanks for sharing the screen.

Fool on, Russ

Disclosure: Long GE
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