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

Goldman Sachs ( (GS))It is a very good company. It has the highest timing rating and a highest safety rating in the Value Line.

Kraft ( (KFT))Stable company. The year ahead does not look too enticing, but after that, in 3-5 year range the stock should grow fast, 3-5 year outlook: 15-20% peryear, as per Value Line.

Consol Energy ( (CNX))I think coal industry looks interesting. Consol is one of the safest bets. Value Line gives it a above average (2) timeliness and it’s average safety. 3-5: 7-16% per year.

Peabody Energy ( (BTU))It’s also a coal player. It’s the biggest private coal company. It has the highest timeliness and considered average in safety, according to Value Line. Three to five year: 12-23% yearly.

United Technologies ( (UTX))It was featured on Barrons. I like United. It’s a stable company. Barron’s thinks that it has years of good growth ahead.

I believe housing will slow down in the next couple of years. Is it a good time to sell some housing stocks “short?” I think so, I think I might sell short D.R. Horton (DHI)   » largest builder. S&P just downgraded it. The stock is at $33, already down from above $40, but I think it can go down a lot more.

D.R. Horton is the largest builder in the country, we believe many of its operating regions are being impacted.