S&P Outlook
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Thread: S&P Outlook

  1. #1
    Senior Member
    Join Date
    Apr 2011
    Posts
    3,969

    S&P Outlook

    Wanted to ask if anyone using S&P "The Outlook" when picking the stocks?
    For exampe S&P Platinum Portfolio
    "The Platinum Portfolio potentially offers the best of both S&P Capital IQ’s fundamental STARS ranking system and our roprietary quantitative Fair Value model. For a stock to enter the Platinum Portfolio, it must carry a 5-STARS ranking and a Fair Value Ranking of 5. Stocks remain in the Platinum Portfolio as long as they carry a 5 ranking in either system. Stocks are
    removed from the Platinum Portfolio upon losing the top rating in both systems. S&P Capital IQ’s STARS rankings
    are based on expected total return potential. Stocks with the five-STARS ranking are expected to outperform the total return of the S&P 500 index by a wide margin over the coming 12 months.
    S&P Capital IQ’s Fair Value model employs a proprietary algorithm to calculate the price at which a stock should be trading at
    current market levels. Fair Value ranks stocks in five tiers; those with the “5” designation are considered to be the most undervalued and to have the greatest price appreciation potential. Year to date through March 16, the portfolio rose 13.8%, vs. a gain of 11.7% in the S&P 500 on a capital appreciation basis. Since inception through February 29, 2012, the portfolio posted an average annual gain of 10.5%, vs. an average annual gain of 5.5% in the S&P 500 over the same period.
    The portfolio was launched on July 28, 1995."

    Now there are following stocks in this portfolio: ( fist 2 numbers are ratings, than current price and yield)
    • American Express AXP 4 5 57 1.4
    Apple AAPL 5 4 599 1.8
    Aspen Insurance AHL 5 4 27 2.2
    • Atwood Oceanics ATW 5 4 47 Nil
    Avnet AVT 5 4 36 Nil
    Celgene CELG 5 5 76 Nil
    • Chevron CVX 3 5 105 3.1
    Cisco Systems CSCO 5 3 20 1.6
    CME Group CME 4 5 296 1.9
    Coach COH 3 5 78 1.2
    Covidien COV 4 5 54 1.7
    CSG Systems Int'l CSGS 5 3 16 Nil
    • CVS Caremark CVS 5 5 45 1.4
    Dell DELL 5 4 17 Nil
    Disney (Walt) DIS 4 5 43 1.4
    DreamWorks Animation DWA 3 5 19 Nil
    • Express Scripts ESRX 5 5 53 Nil
    • ExxonMobil XOM 4 5 85 2.2
    FedEx FDX 3 5 93 0.6
    • GameStop GME 5 4 23 2.6
    General Mills GIS 2 5 39 3.1
    Gilead Sciences GILD 5 4 47 Nil
    Google GOOG 5 3 646 Nil
    Harris HRS 4 5 44 3.0
    Hewlett-Packard HPQ 5 3 23 2.1
    Jacobs Engineering JEC 5 5 45 Nil
    Johnson Controls JCI 4 5 32 2.3
    Knight Capital Group KCG 4 5 13 Nil
    • Manitowac MTW 2 5 14 0.6
    Marvell Technology MRVL 5 3 16 Nil
    Medtronic MDT 5 3 39 2.5
    MetroPCS PCS 5 4 10 Nil
    • Microsemi MSCC 5 4 21 Nil
    • Mylan MYL 4 5 23 Nil
    NICE-Systems NICE 5 5 38 Nil
    • Oracle ORCL 5 4 29 0.8
    Paccar PCAR 4 5 46 1.6
    Philip Morris PM 3 5 87 3.5
    Reliance Steel & Alum. RS 4 5 55 1.1
    Rio Tinto RIO 5 5 53 2.7
    Schlumberger SLB 5 5 72 1.5
    Thermo Electron TMO 5 4 56 0.9
    Travelers TRV 4 5 58 2.8
    Xerox XRX 5 3 8 2.1

    I hold from this list only PM and AAPL.
    As I like dividends, on the first glance Harris HRS looks interesting ...
    Any opinions?


  2. #2
    Senior Member
    Join Date
    Nov 2010
    Posts
    786
    Hi Gibor,
    Thanks for posting the latest "S&P Platinum Portfolio" for those of us that don't have a subscription to S&P's "The Outlook".

    I personally do not hold any of the stocks on the list.

    However, if I had to select, say 5 companies, I would select the following:
    Code:
    Rio Tinto (RIO)          Materials          
    Johnson Controls (JCI)   Consumer Disc.     
    MetroPCS (PCS)           Telecommunications 
    Oracle (ORCL)            Info Tech.         
    Thermo Electron (TMO)    Health Care
    Only the first two have a dividend of over 2%, but I do like the valuations of all of the above 5.

    p.s. Gibor, if you have any other S&P lists., feel free to share. thanks.

  3. #3
    Senior Member
    Join Date
    Apr 2011
    Posts
    3,969
    No problem.
    Except HRS, i like CME and CVS. I like also RIO, but I don't like ADRs


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