December 2013 Stock Picks

Company name	Symbol	Market cap	P/E ratio	Div yield (%)	52w price change (%)
Alaska Air Group, Inc.	ALK	5.41B	11.61	1.03	82.45
Apollo Global Management LLC	APO	4.34B	7.35	0.93	109.53
Assured Guaranty Ltd.	AGO	4.30B	8.13	1.70	68.80
CNO Financial Group Inc	CNO	3.76B	8.24	0.71	85.73
Daimler AG (USA)	DDAIF	88.79B	9.74	3.55	70.27
EDP-Energias de Portugal, S.A (ADR)	EDPFY	13.86B	7.37	6.29	50.49
Hess Corp.	HES	27.39B	2.36	1.23	60.65
Hewlett-Packard Company	HPQ	52.76B	10.41	2.12	112.18
Humana Inc	HUM	16.21B	11.44	1.04	58.21
Kobe Steel, Ltd. (ADR)	KBSTY	5.16B	9.53	0.75	84.73
Lear Corporation	LEA	6.69B	6.32	0.82	89.21
Protective Life Corp.	PL	3.77B	11.38	1.67	76.14
SLM Corp	SLM	11.62B	7.65	2.25	58.73
Seagate Technology PLC	STX	15.99B	10.83	3.51	94.14
Sumitomo Mitsui Financial Grp, Inc.(ADR)	SMFG	67.76B	8.74	5.27	56.65
Telecom Argentina S.A. (ADR)	TEO	3.92B	8.44	4.62	92.68
Unum Group	UNM	8.77B	10.36	1.73	64.64
Valero Energy Corporation	VLO	24.79B	10.40	1.97	55.26
WellPoint, Inc.	WLP	27.44B	10.10	1.61	66.93

 

Nov 2013: Stock Picks

Company name	Symbol	Currency	Market cap	P/E ratio	Div yield (%)	52w price change (%)
AMR Corporation	AAMRQ	$	2.59B	6.82	–	1,834.21
Alaska Air Group, Inc.	ALK	$	4.99B	10.69	1.13	84.78
Amtrust Financial Services, Inc.	AFSI	$	2.75B	10.70	1.33	74.36
Apollo Global Management LLC	APO	$	4.61B	9.12	0.87	122.32
CNO Financial Group Inc	CNO	$	3.43B	7.53	0.77	62.63
Constellation Brands, Inc.	STZ	$	12.34B	8.11	–	84.78
Daimler AG (USA)	DDAIF	$	86.75B	9.54	3.60	74.85
Delta Air Lines, Inc.	DAL	$	22.80B	11.09	0.91	173.94
Helmerich & Payne, Inc.	HP	$	8.19B	11.69	2.58	62.24
Kobe Steel, Ltd. (ADR)	KBSTY	$	5.28B	9.38	0.73	107.55
Lear Corporation	LEA	$	6.22B	5.87	0.88	81.67
Liberty Interactive (Ventures group)	LVNTA	$	3.94B	3.12	–	88.67
Lincoln National Corporation	LNC	$	12.03B	9.91	1.06	83.18
Pilgrim’s Pride Corporation	PPC	$	3.65B	11.75	–	151.69
Seagate Technology PLC	STX	$	15.89B	10.77	3.53	78.16
Sumitomo Mitsui Financial Grp, Inc.(ADR)	SMFG	$	64.65B	8.01	5.44	60.33
TRW Automotive Holdings Corp.	TRW	$	8.53B	9.10	–	61.49
Telecom Argentina S.A. (ADR)	TEO	$	3.91B	8.10	4.72	98.88
Twenty-First Century Fox Inc	FOXA	$	78.91B	11.80	0.73	61.29
US Airways Group Inc	LCC	$	4.38B	7.62	–	80.38