| Company |
Ticker |
Description |
Bonus Points |
Action Plan |
Price at Recommendation |
| Philip Morris |
MO |
Philip Morris makes cigarettes, beer, and processed cheese, and what do Americans consume more of than cigarettes, beer, and processed cheese? Trading at a P/E of 14, this money-making machine is the ultimate value play. |
> often sued
> makes a product that kills people
|
buy |
37.44
[1.Sep.99] |
| Citigroup |
C |
Huge, diversified financial services firm has deep global reach, and trades at a discount to the rest of the market. |
shares always go on sale when interest rates rise, even though it's insulated itself well against rate swings
|
bet the farm |
44.44
[1.Sep.99] |
| Bell South |
BLS |
Now that BLS lost in its bid for Sprint, it may itself become a takeover target. |
nobody cares about a stodgy Baby Bell, even though earnings have grown 20% a year for the past 5 years
|
buy on dips |
45.25
[1.Sep.99] |
| Ford |
F |
Ford is at the top of any value screen, trading at about 10 times trailing earnings. Inspired 2000 product line will sell well. |
winning the arms race for the road's biggest SUV: the 2000 Excursion is bigger than a Chevy Suburban
|
buy |
52.12
[1.Sep.99] |
| Disney |
DIS |
Disney is in the midst of its worse crisis in years, and its stock has been abused over the past 12 months, but it owns a nice portfolio of entertainment-related assets and is one of the world's strongest brands. |
recent negative article in Forbes just the thing contrarians look for
|
buy |
27.75
[1.Sep.99] |