My Top 10 Stock & Fund Picks for 2012-2013

Disclosure: I currently own  and hold shares in all of these stocks or funds, this is not to constitute as investment advice and is no way indicative of future returns. This is the authors opinion ONLY.

 

Authors Commentary: My belief is that the United States has reached an inflection point economy wise. We are likely headed toward higher inflation rates which will be positive for stocks and funds in my opinion. High growth of capital in major company balance sheets will be released in several forms over the next several years, higher dividends, acquisitions, new ventures and higher stock repurchase programs. Just like most people, when there’s a bunch of money piling up in the bank you get the itch to do something with that capital getting rather bored with just simple stable returns. I believe the same holds true for most companies, which is what leads me to believe the following investments will continue to perform well during the period. This supports my reasons for having investments in them personally.

  1. SKYY –  The First Trust ISE Cloud Computing Index Fund is an exchange-traded fund. The investment objective of the Fund is to seek investment results that correspond generally to the price and yield, before the Fund’s fees and expenses, of an equity index called the ISE Cloud Computing Index.
  2. THD – The iShares MSCI Thailand Investable Market Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Thailand Investable Market Index.
  3. BPT – BP Prudhoe Bay Royalty Trust operates as a grantor trust in the United States. The company holds overriding royalty interests constituting a non-operational interest in minerals in the Prudhoe Bay oil field located on the North Slope in Alaska.
  4. BAC – Bank of America – My thoughts on Bank of America are that the US economy seems to be on the mend and the banks were the hardest hit stocks.So far this has been a great investment this year and expect it to continue to do well as more positive economic news emerges.
  5. GE – General Electric is one of the largest and broadest manufacturing companies in the world. That being said it has a broad portfolio and an improving US and global economy will benefit it.
  6. DNP – The DNP Select Income Fund Inc. (NYSE: DNP) is a diversified, closed-end management investment company that first offered its common stock to the public in January 1987. The Fund’s primary investment objectives are current income and long-term growth of income. Capital appreciation is a secondary objective. DNP has outstanding RP, APS and bank loan to leverage the common stockholders’ investment.
  7. TYH – Direxion Shares are leveraged Exchange-Traded Funds (ETFs) designed to seek daily investment results, before fees and expenses, of 300% of the performance (or 300% of the inverse of the performance, in the case of a bear fund), of the benchmark index that they track. There is no guarantee that the funds will achieve their objective.
  8. GDV – The Gabelli Dividend & Income Trust, or the Fund, is a non-diversified, closed-end management investment company. Under normal market conditions, the Fund invests at least 80% of its assets in dividend paying or other income producing securities. In addition, under normal market conditions, at least 50% of the Fund’s assets will consist of dividend paying equity securities. In making stock selections, the Fund’s investment adviser looks for securities that have a superior yield, as well as capital gains potential.
  9. PHB – The Fund seeks results that correspond (before fees and expenses) generally to the price and yield performance of the RAFI® High Yield Bond Index.
  10. XLF – A wide array of diversified financial service firms are featured in this sector specific fund with business lines ranging from investment management to commercial and investment banking.

 

 




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My Latest Gartner Research:Market Share: Unified Threat Management (SMB Multifunction Firewalls), Worldwide, 2012

The unified threat management market has grown from $972 million in 2010 to $1.163 billion in 2011 with a four-year compound annual growth rate of 20.7%. Some market share held by Cisco and Juniper networks in 2010 has been taken by smaller rivals in 2011; solid growth from smaller players persists.

Gartner customers can access the latest Unified Threat Management (SMB Multifunction Firewalls), Worldwide, 2012 by clicking here


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