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

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 ). Jacobs Engineering (; 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, and Fiserv (). 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 (), timely stock (1/5). (Not so sure after today’s job market report. )

Radio One () 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.