Programmer's Investing Notebook         :: Investing notes from a software developer :: | About Me |

The latest S&P Outlook had some good recommendations. I found their reasoning for the Industrial sector convincing. I also think that Emerging markets will have a lot of infrastructure buildup. A good way to be exposed to that is the Select Industrials (symbol XLI). Jacobs Engineering (JEC; 5/5 stars) might be a good stock in that category, but I think it's better to get less risk from the ETF.

Some other good stocks on my list, BBBY and Fiserv (FISV). FISV is timely (2/5 according to VL, lower the better) and has a projected three to five year annual increase of 17-29%.

Paychex (PAYX), timely stock (1/5). (Not so sure after today's job market report. :-))

Radio One (ROIAK) holds promise for me. I held it for couple months. It did not move so I sold it. It is on the bottom right now. It has a neutral timeliness and neutral safety, but has a staggering 3 to 5 year stock growth: 42-60% per year! -- according to Value Line.