Monday, December 26, 2011

"12 for Twenty~2012~Twelve. What stocks will give you the best total return next year based on fundamentals combined with dividends"

Dow Jones Industrial Average 12,294 (Down) Week ended 12-23-2011

Well it's time to look at the calendar again and see what our fortunes bring for next year. I looked over last years Top 10 list predictions to get an idea of how it had turned out and it was quite topsy turvy. It was my first list I had done formally and I had Mastercard up 73.22% along side Arch Coal which was down -56.98%. Alexion Pharmaceutical up 70.19% next to Skyworks Solutions which was down -42.92%. It was my rookie list so a little fine tuning was in order.

So here is the Freewilly's Stockpicker Blog - Twelve for 2012 list in no particular order of preference. The focus here is capital gain based on fundamentals combined with, in some but not all cases, a dividend for a combined total return. This years portfolio is designed for a 20 - 25% annual return with a margin of safety for risk.

Cummins, Inc. (NYSE:CMI)

Alcatel-Lucent (ADR) (NYSE:ALU)

The J.M. Smucker Company (NYSE:SJM)

PPG Industries, Inc. (NYSE:PPG)

Goldman Sachs Group, Inc. (NYSE:GS)

CSX Corp (NYSE:CSX)

HMS Holdings Corp. (NASDAQ:HMSY)

Stanley Black & Decker, Inc. (NYSE:SWK)

Freeport-McMoRan Copper & Gold, Inc. (NYSE:FCX)

Seadrill, Ltd. (NYSE:SDRL)

PotashCorp (NYSE:POT)

lululemon athletica inc. (NASDAQ:LULU)

2012 is a year that is supposed to have many prophetic events to arrive according to the Mayan calender to the right and others. 100 years ago, 1912, was a pretty crazy year too, with many historic occurrences including the calamitous sinking of the Titanic. An event that had been deemed impossible to happen.

The point is, anything can and will happen in any given year.  So expect it, and do not be feared by it. Life will carry on and another year of experiences will engage you and test you. This list of stocks should keep you in good shape for awhile, at least on your financial side. (My wish for 2012 is that the housing market finally recovers and turns around, but I am not seeing it yet.)

Have a Merry Christmas and Happy New Year,

Freewilly

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