Any Good Buys Right Now?? (stocks)

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Feb 5, 2007
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looking to toss around 20k somewhere...would prefer to stay away from the pinks...have no problem holding for a few months...more of a bottom bounce player then a buy and hold player....

i have some ideas myself and just wanna see if anyone else is onto anything...
 

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Sep 9, 2007
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stick with quality names with good free cash flow trading at reasonable multiples relative to ROE (i look for ratio of 2 to 1 ROE/PE)........CAT, YUM, SMG, ROK, COH, GIS, PT, AAPL, BA, KO, AXP, KO, LFL. Global companies with more than 40% of sales outside of U.S. Been adding AAPL on every dip, this stock is cheap. Also look at SDRL, pays a 10% dividend.
 

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