2011 Stock Picks competition

avatar By: IS
Date posted: 01.03.2011 (5:00 am) | Write a Comment  (6 Comments)

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After winning the stock picking competition in 2009, 2010 ended up being a fairly big disappointment so I’m looking forward to the new challenge of picking 4 stocks that will do well in 2011. If you are a regular reader of IntelligentSpeculator, you have certainly noticed the growing importance of dividend stocks on our blog. I am a big believer in passive income, in the lifestyle that it can provide and the growing importance of having steady cash inflows. I have written quite a bit about dividend stocks and the things I look for when selecting them. Thus, I will be taking 2 dividend stocks in this year’s picks.

Kimberly-Clarke (KMB)

I did an extensive analysis in a recent newsletter but basically this stock has a lot going for it. The company has strong fundamentals,  solid products such as Kleenex & Huggies) and has been constantly increasing its dividend. It does look like a winning stock to me and while I do not expect huge returns, I would expect the return to be well above average in 2011 and that is exactly what I’m looking for.



Pepsi (PEP)

Last November, I did an analysis of two very strong dividend stocks; Coca-Cola (KO) and Pepsi (PEP). Pepsi won that contest fairly easily and has also come up a few times in the more detailed stock analysis that are published each month in our free newsletter. Because of that, I have decided to go long on Pepsi (PEP) also expecting the stock to outperform the market in the next few years. Pepsi has continued to be agressive in acquisitions with a recent acquisition in Russia.

CTrip.com (CTRP)

CTrip trades at a decent P/E ratio of 27 despite having annual growth over 30%.. I think the company is well positioned as a leader in online travel in China, one of the biggest growth markets for travel right now in the world.

Amazon (AMZN)

I have not always been the most vocal supporter of Amazon in recent years and have pointed to some things I would change if I were CEO Jeff Bezos. That being said, the Kindle has been more successful than many including myself had predicted and while the strategy is not perfect, I think the company will be able to keep up the strong growth in revenues and earnings.

You can find the stock picks from competing blogs just below! Links will be added as I receive them!

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6 Comments

  1. avatar

    [...] IntelligentSpeculator [...]

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    [...] Intelligent Speculator [...]

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    [...] Short Blue Nile (NILE)2011 Bloggers’ Stock Picking Contest | WhereDoesAllMyMoneyGo.com on 2011 Stock Picks competitionTop Stock Picks for 2011 – What Are Your Picks? | Million Dollar Journey on 2011 Stock Picks [...]

  4. Comment by the cynical investor — January 4, 2011 @ 9:25 pm
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    It would be nice to invest real money, put money where one’s mouth is :).

    A minimum of $1,000 and have the contest open to everyone – like facebook that in the end allowed everyone to join :) (now that everyone talks about it with the Goldman investment).

    The winner will get a mug and bragging rights, the last 3 ones lots of books about investing (I am sure there will be sponsors for such a contest).

  5. Comment by IS — January 5, 2011 @ 4:50 am
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    @the cynical investor – I think getting everyone to put up a real amount like $1000 would be a bigger challenge but opening the contest to everyone would be a great idea, I’m sure we can get something done next time. Thanks for the idea.

  6. avatar

    [...] can probably guess what company I am going long in this post. Of course if I am selecting CTrip as one of my four stock picks for 2011, it will be one of my picks here as well. Logic [...]

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