Sunday, February 1, 2009

Super Bowl Stocks

I must admit that was one of the great Super Bowls which we have seen in a long time. The ending was quite disappointing as the NFL allowed the fumble to stay whereas i would have liked to see Kurt Warner throw one more Hail Mary.  However, relating to the Stock Market this is my current list of the 10 Super Bowl stocks:

1. Google (GOOG) - Love this stock as it continues to fight through adversity.  I can only see Online Marketing growing from here on out so expect Google to rise to $450 by the end of the year.
2. El Paso (EP) - Natural gas is rising rapidly and after taking such a hit this stock should bounce back with solid 2009 gains.
3. Andarko (APC) - With the amount of Natural Gas they currently hold it is very unlikely that they will not benefit from the U.S. decision to stop using oil.  If T. Boone Pickens plan ever came into action this stock would see unheard of numbers.
4. Proctor and Gamble (PG) - The name is unknown but the products are not. Currently Proctor and Gamble have over 300 branded products in 160 countries worldwide. The company has great revenue growth, great cash flow. and continues to increase net income. 
5. PetroBras (PBR) - Latin America's Largest Company should put up record numbers with their $175 billion dollar investments they are planning on funding for the next four years. The company see them finding the next greatest discovery in the America's in the past three decades and i believe them.
6. Goldman Sachs (GS) - Safest bank out there period.  They are not currently holding much debt and will not receive huge amounts of Federal Bailout so expect them be the first to return to the duties Banks use to perform before this "Recession" hit.
7. EMC (EMC) - Poor man's RIMM did not do much in 2009 but with a rapid growth in the Technology industry they should have plenty room to improve this year.
8. Oracle (ORCL) - Larry Ellison was the highest paid CEO last year for a reason. The reason is that Oracle is booming and is being used by every top-tier company these days.
9. Diageo (DEO) - This company currently holds one of the most recession proof items: Alcohol.  Being the number one producer and holding a portfolio of products such as Johnny Walker, Jose Curevo, Guiness, Crown Royal, and Smirnoff they should continue to put up strong income numbers whilst holding a decent amount of cash.
10. Yamana Gold (AUY) - Gold is one commodity which i see bouncing back with a bang. Gold is a prized commodity which will always be desired by the wealthy.  Look for the price of Gold to increase along with AUY's share price.

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