Rising stars and black holes: a few tips for 2005
Rich Bernstein (Merrill Lynch)
Ameren: Smart utilities play, 5.1% dividend
Dominion Resources: Solid dividend with an energy trading kick
Susan Byrne (Westwood Holdings)
Exxon: Oil rally is far from over, stocks look cheap even at $25 oil. Rich dividends.
Chevron Texaco
Marc Faber(Gloom, Boom, Doom Report)
BAT Malasia: Not economically sensitive. Nice dividend
Corn The cheapest agricultural commodity
Larry Feinberg (Oracle Partners)
Elan: MS drug"candidate for the biggest drug of all times"
Fred Hickey (High-Tech Strategist newsletter)
SNORT eBay: "eBay isn't priced for perfection, it's priced for catastrophe"
Ben Inker (Grantham, Mayo, Van Otterloo)
Emerging Market Stocks: Trukey, Korea and Indonesia are favourites
Eric Hovde (Hovde Capital)
Westcorp: A P/E of 10, and a focus of credit quality
Bob Howard (Positive Patterns newsletter)
Rayonier Timberland: Timber will shine, 'this stock could double'
John Connor (Third Millennium Russia Fund)
Severstal: Steel is booming, 6% dividend, genius at the helm
Bruce Berkowitz (Fairholme Capital Management)
Berkshire Hathaway: Priced as if Buffett "has already left the building'. Stock could hit $130,000
MCI: "Telecom is the sector that rises from the ashes'
Mark Haefele (Sonic Capital)
Small-cap steel stocks: Cheaper than the big names, poised to gain from heavy demand
Russell Platt (Dividend Capital Realty Income fund)
LaSalle Hotel Properties: A macro-economic and business travel play
Kite Realty: Good defensive play, rich dividend
Ameren: Smart utilities play, 5.1% dividend
Dominion Resources: Solid dividend with an energy trading kick
Susan Byrne (Westwood Holdings)
Exxon: Oil rally is far from over, stocks look cheap even at $25 oil. Rich dividends.
Chevron Texaco
Marc Faber(Gloom, Boom, Doom Report)
BAT Malasia: Not economically sensitive. Nice dividend
Corn The cheapest agricultural commodity
Larry Feinberg (Oracle Partners)
Elan: MS drug"candidate for the biggest drug of all times"
Fred Hickey (High-Tech Strategist newsletter)
SNORT eBay: "eBay isn't priced for perfection, it's priced for catastrophe"
Ben Inker (Grantham, Mayo, Van Otterloo)
Emerging Market Stocks: Trukey, Korea and Indonesia are favourites
Eric Hovde (Hovde Capital)
Westcorp: A P/E of 10, and a focus of credit quality
Bob Howard (Positive Patterns newsletter)
Rayonier Timberland: Timber will shine, 'this stock could double'
John Connor (Third Millennium Russia Fund)
Severstal: Steel is booming, 6% dividend, genius at the helm
Bruce Berkowitz (Fairholme Capital Management)
Berkshire Hathaway: Priced as if Buffett "has already left the building'. Stock could hit $130,000
MCI: "Telecom is the sector that rises from the ashes'
Mark Haefele (Sonic Capital)
Small-cap steel stocks: Cheaper than the big names, poised to gain from heavy demand
Russell Platt (Dividend Capital Realty Income fund)
LaSalle Hotel Properties: A macro-economic and business travel play
Kite Realty: Good defensive play, rich dividend
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