My Investing Notebook :: Learning from the pros; making decisions on my own. ::

Here are the stocks that are “on my radar” now. I haven’t been buying lately (only investing in stocks that I currently own — dollar costing, to be exact), but these look good and might be up for grabs soon.

Note, however, that September has been, historically, the worst month of all.

Advanced Data Processing (ADP)   » Business Services: (S&P Rating: 5 stars): This is a good stock, good long-term play.

Applied Materials (AMAT)   » Semiconductor: (S&P Rating: 4 stars): Chip stocks are down but because they’re cyclical they’ll bounce back. Applied Materials should do well. Good time to get in.

Cadence Design Systems (CDN)   » Software: (S&P Rating: 4 stars): Good stock; cheap.

Car Max (KMX)   » Car: Stock that was recommended in BusinessWeek (see article); I think it has a lot of potential. I like their business plan.

Sony (SNE)   » Electronics: (S&P Rating: 5 stars): Recommended all over the place: good international player; safe bet; good long-term player. I’m looking to getting into it.

Phillips (PHG)   » Electronics: (S&P Rating: 4 stars): Has always had good producs; seems cheap now.

Sybase (SY)   » Database: (S&P Rating: 4 stars): Cheap; it will recover.

Sysco [Foods] (SYY)   » Food: (S&P Rating: 5 stars): Just look at the stock chart for this market leader. Very cheap. Should do fine.