jan 3rd, 2007
disclaimer: these are not stock tips, you follow my ideas at your own risk and i disclaim all responsibility
i have been doing a little research at year end considering some portfolio rebalancing, and these are stocks i took a look at. any comments?
DELL is sucking wind at 25, PE = 20.4, a possible buy opportunity given that they seem headed for trouble and the CFO has resigned
MSFT is at 30, close to 2006 high, PE = 23.7, but with vista coming out and office coming out could be a buy. besides they do have a dividend
TXN texas instruments at 28.8 near 2006 low, PE = 10.54, dividend of 14cents. it is on a bit of downturn
MOT motorola is at 20.56 near 2006 low, PE = 12.24, dividend of 20cents. should be looking up given its presence in low-end handsets
Altria philip morris (yes, the cigarette guys and vendors of death, but they give a dividend of $3), at 85 close to 2006 high, PE = 15.89
YHOO 25.36 close to 2006 low, lots of insider sales in Q4
T (at&t) at 35, at 52-week high, but has momentum, high PE, high dividend, and bellsouth acquisition may depress earnings in 2007 but will improve them over time.