BUY Procter & Gamble (PG).
Don Yachtman
In ten years you may not be using a cellphone, but new
parents will still likely be buying Pampers. Yacktman is attracted to the
predictable business and strong cash flows. Sweetening the deal: a 3.3%
dividend yield
BUY Pfizer (PFE).
Ken Fisher, Fisher
Investments
Says Fisher of the pharma stalwart, “It has near endless
top-notch brand names, and a stream of new products will capture growth from an
ageing developed-world demographic plus new emerging middle classes overseas—all
wrapped in a classically cheap stock.”
BUY Acacia Research (ACTG)
Ryan Crane, Stephens
Investment Management
Acacia buys patent portfolios and makes money by licensing
the technologies or suing violators for infringement. Currently has licenses
with Microsoft, Oracle and dozens more. Has over 250 patent portfolios. “It’s a
high-margin clearing house for IP,” says Crane. “Five years ago they would not
have existed.”
BUY Microsoft (MSFT)
Robert Kleinschmidt,
Tocqueville Asset Management
Says Kleinschmidt, "I'd rather own Microsoft, which is
sort of the opposite of Apple. It's just as cheap from a valuation perspective.
Microsoft can't do anything right. It's like the red-headed stepchild. But if
they surprise, I think there's a lot of upside, and I don't think there's much
downside."
BUY FIAT (FIATY)
Guy Spier, Aquamarine
Some consider Fiat Chief Sergio Marchionne the Steve Jobs of
autos. Fiat owns two-thirds of Chrysler and produces iconic brands like Jeep,
Maserati and Ferrari. It trades at 2.4 times enterprise value to cash flow. A
turnaround stock that could double.
Vitamin C Whitening Jab & Nose Filler
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