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DewDiligence

08/20/11 2:50 PM

#125383 RE: DewDiligence #125349

My Top-20 Picks for LTBH

Since the previous version of this list about six months ago, I dropped
BBL and UNP, and added PG and PKI; the other 18 names on the list
remain the name. One thing all of these companies have in common:
they are beneficiaries of The Global Demographic Tailwind (#board-15427).
Below are two sample posts for each name. (Some sample posts are old
but still a good read.) Also see #msg-66347821 for brief, recent comments
on some of these names.


Pharma/healthcare
ABT #msg-66126904 #msg-61658082
AGN #msg-64097718 #msg-62751639
MNTA #msg-65934811 #msg-61591240
NVS #msg-56670900 #msg-56791291
PFE #msg-65791666 #msg-59590951
PKI #msg-65917215 #msg-63398644

Natural resources
CLB #msg-61638324 #msg-62613267
CLF #msg-60141751 #msg-58708254
CVX #msg-66380505 #msg-61086027
HES #msg-38256080 #msg-65617274
PCL #msg-59643478 #msg-60240622
VALE #msg-64938685 #msg-63534058
XOM #msg-63763494 #msg-43578073

Industrial/agriculture/technology
APD #msg-46518659 #msg-64095618
CUB #msg-66355098 #msg-58908872
DE #msg-66316633 #msg-61382266
MMM #msg-60356285 #msg-54817296
MON #msg-61383009 #msg-60259277

Consumer products
HNZ #msg-63662457 #msg-50806342
PG #msg-65909016 #msg-42162914

Feedback welcome.