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Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data, ability to repeat discredited memes, and lack of respect for scientific knowledge. Also, be sure to create straw men and argue against things I have neither said nor even implied. Any irrelevancies you can mention will also be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

20 Responses to “All Together Now: 10 Stocks For 2012”

1. kingcoal Says:
   December 14th, 2011 at 7:38 am

   some commonality in these lists, i.e., exposure to oil, big pharma, drink or smoke, dividend yield in general and a bit hedging within the list.

2. Hot Links: Under the Bus | The Reformed Broker Says:
   December 14th, 2011 at 7:52 am

   [...] Barry collected all those Ten Stocks for 2012 lists in one place, mangia!  (TBP) [...]

3. Mark E Hoffer Says:
   December 14th, 2011 at 8:50 am

   concerning CTL …

   http://www.finviz.com/quote.ashx?t=CTL

   EPS (ttm) 1.78

   Dividend 2.90

   Price 35.46

   Inst Own 74.06%

   what, Exactly, is ‘Attractive’ about said Shares?

4. 8albert8 Says:
   December 14th, 2011 at 9:04 am

   I think you inadvertently posted the Barron’s list for 2011.

   the 2012 list is
   BRK
   MET
   SNY
   VOD
   STX
   PG
   CMCSA
   RDSB (London)
   DDAIF
   FCX

   ~~~

   BR: Yeah, I fixed it

5. Tompa Says:
   December 14th, 2011 at 9:19 am

   Given unresolved issues in the EU, global slowdown for 2012 I could easily find a case for shorting 80% of the above names (f ex energy, industrials)

6. Iamthe50percent Says:
   December 14th, 2011 at 9:24 am

   “what, Exactly, is ‘Attractive’ about said Shares?”

   The 8.18% dividend?

7. carleric Says:
   December 14th, 2011 at 10:31 am

   I didn’t see any pipeline MLPs on the list but they seem to offer both value and good income, something I don’t see in many of the typical, tiresome recommendations…..

8. pedrocpaguy Says:
   December 14th, 2011 at 10:33 am

   Yeah, I hate the Top 10 lists, too. Their listed equities seldom pass my selection criteria.

   In the spirit of the season, my Top 1 “list” is C&J Energy Services … CJES.

   Do your own due diligence. My guess: You’ll like its prospects, at least through 2012 since 2011 earnings are baked in the cake, and it’s fairly easy to estimate 2012 earnings against the background of industry conditions.

   YMMV.

   Full disclosure: Yup, I own some.

9. boogabooga1114 Says:
   December 14th, 2011 at 11:01 am

   Oddly, he loves holiday shopping lists …

10. JimRino Says:
    December 14th, 2011 at 12:15 pm

    What would be the best Solar and Wind stocks to purchase?

    We’re heading in the wrong direction:

    Methane Release Now:

    http://www.dailymail.co.uk/sciencetech/article-2073686/Fountains-methane-1-000m-erupt-Arctic-ice–greenhouse-gas-30-times-potent-carbon-dioxide.html?ito=feeds-newsxml

    Shale releasing Green House Gases:

    http://www.sciencedaily.com/releases/2011/04/110412065948.htm

11. Long term Says:
    December 14th, 2011 at 12:49 pm

    What greater % chance of being a contrary indicator of success is “making a list” ?

12. Wednesday links: multiple market risk | Abnormal Returns Says:
    December 14th, 2011 at 1:08 pm

    [...] A list of the top ten stocks for 2012 lists.  (Big Picture) [...]

13. Low Budget Dave Says:
    December 14th, 2011 at 1:31 pm

    In general, I would classify these as “Top stocks to buy and hold, 1990 edition.” Someone could make pretty good money if he had been able to print out any of these lists 22 years ago.

    But today, the decision to buy any of these (it seems to me) would be heavily influenced by price, market conditions, business decisions, and by how long you plan to hold it. If I bought MSFT at $26 in February, I lost money for five months, then made money for two, then lost, made, lost, made, and lost again.

    CNN says now is the time to buy MSFT? Based on their analysis of cell phones? Silly. This is not a little-understood company or an underanalyzed industry. The people who are currently selling their MSFT at $25 have exactly the same access to information as the people who are currently\ buying at $25.

14. Mark E Hoffer Says:
    December 14th, 2011 at 3:08 pm

    further, to my Q:, above..

    http://www.finviz.com/quote.ashx?t=CTL

    Cash/sh 1.82

    also, P/S 1.76

    and..

    “CenturyLink, Inc., together with its subsidiaries, operates as an integrated communications company. The company provides a range of communications services, including voice, Internet, data, and video services in the continental United States. Its services include local exchange and long distance voice telephone services, as well as enhanced voice services, such as call forwarding, caller identification, conference calling, voicemail, selective call ringing, and call waiting; wholesale local network access services; and data services, including high-speed Internet access services, data transmission services over special circuits and private lines, and switched digital television services, as well as special access and private line services. The company also offers fiber transport, competitive local exchange carrier, security monitoring, and other communications, as well as professional and business information services. In addition, it provides other related services, such as leasing, selling, installing, and maintaining customer premise telecommunications equipment and wiring; payphone services; and network database services, as well as participates in the publication of local telephone directories. Further, the company offers printing, direct mail services, and cable television services; and wireless broadband Internet access services and satellite television services. As of December 31, 2010, it operated approximately 6.5 million telephone access lines. CenturyLink, Inc. was founded in 1968 and is based in Monroe, Louisiana.”

    LSS: this is, basically, a Telco, trading at ~20x E, paying out, in Div., way more than it is Earning, with enough ‘Cash’, on its Books, to continue to do so for ~a Year..

    then what?

    what’s ‘the Dividend’ then?

    I think peep like to forget the ol’ adage…”In the Marketplace, there are 3 types of Animals…”

    Personally, if you didn’t, before August, get ready to Short Squeal…We’re due for a(-nother) ‘Bumper Crop’ of it..courtesy of the (Yield-)Pigs among Us..

15. ellidc Says:
    December 14th, 2011 at 3:14 pm

    Smart Money 10

    Potash Corp
    Cnooc
    SAP
    Siemens
    ATT
    Exelon
    Newmont
    NewGold
    Google
    Baidu

    According to Smart Money, 10″ juicy” picks.

16. Mark E Hoffer Says:
    December 14th, 2011 at 3:19 pm

    JimRino,

    what’s your take on this type of Article–discussing ‘Wind Turbines’?

    Monday, December 5, 2011
    14000 abandoned wind turbines in the USA..Duke of Edinburgh: They are “absolutely useless”..

    http://poorrichards-blog.blogspot.com/2011/12/14000-abandoned-wind-turbines-in.html

    “…After the debacle of the First California Wind Rush, the European Union had moved ahead of the US on efforts to subsidize “renewable” energy–including a “Feed in Tariff” even more lucrative than the ISO4 contracts.
    The tax payers who paid for the subsidies to build the wind farms, then paid over the odds for an unreliable source of power generation will, ultimately be left to pick up the bill for clearing up the Green eco mess in the post man made Global Warming world.

    http://www.telegraph.co.uk/news/uknews/prince-philip/8901985/Wind-farms-are-useless-says-Prince-Philip.html

    In a withering assault on the onshore wind turbine industry, the Duke said the farms were “a disgrace”.
    He also criticised the industry’s reliance on subsidies from electricity customers, claimed wind farms would “never work” and accused people who support them of believing in a “fairy tale”.
    The Duke’s comments will be seized upon by the burgeoning lobby who say wind farms are ruining the countryside and forcing up energy bills.
    Criticism of their effect on the environment has mounted, with The Sunday Telegraph disclosing today that turbines are being switched off during strong winds following complaints about their noise.
    The Duke’s views are politically charged, as they put him at odds with the Government’s policy significantly to increase the amount of electricity generated by wind turbines.”

17. JimRino Says:
    December 14th, 2011 at 8:06 pm

    I think we’re seeing the effects of Koch money, in Canada and the UK.
    Quoting the Heritage Foundation for anything useful is futile.

    It’s no secret where to place a wind farm and make a profit.
    http://www.windpoweringamerica.gov/wind_maps_none.asp

    We saw the same kind of assault in the Wind Farms off Nantucket, that protest was also well funded by the Koch’s.

    The issue is Solar and Wind Must displace Coal and Oil. Now, the Koch’s could lead or they could Lead In Reverse. They’ve chosen the latter course.

18. JimRino Says:
    December 14th, 2011 at 8:10 pm

    As for “wind farms never work”, that would be a surprise to many countries:

    Wikipedia:
    “The total amount of economically extractable power available from the wind is considerably more than present human power use from all sources.[3] At the end of 2010, worldwide nameplate

    capacity of wind-powered generators was 197 gigawatts (GW).[4]

    Wind power now has the capacity to generate 430 TWh annually, which is about 2.5% of worldwide electricity usage.[4][5] Over the past five years

    the average annual growth in new installations has been 27.6 percent.

    Wind power market penetration is expected to reach 3.35 percent by 2013 and 8 percent by 2018.[6][7] Several countries have already achieved relatively high levels of wind power penetration,

    such as 21% of stationary electricity production in Denmark,[4]
    18% in Portugal,[4]
    16% in Spain,[4]
    14% in Ireland[8]
    and 9% in Germany in 2010.[4][9]

    As of 2011, 83 countries around the world are using wind power on a commercial basis.

    From this extract you can see “The Duke” is a NUT.

19. 5 reasons to ignore top 10 stock lists | Abnormal Returns Says:
    December 15th, 2011 at 2:50 pm

    [...] especially acute around year-end. One of the favorite listicles around year end is the “Top ten stocks for 2012.”  In that same vein let’s look five reasons why these top stock lists are at best a [...]

20. Top clicks this week on Abnormal Returns | Abnormal Returns Says:
    December 18th, 2011 at 6:22 am

    [...] A list of the top ten stocks for 2012 lists.  (Big Picture) [...]