Now that the president just got reelected, the gridlock of not resolving the fiscal cliff is one step closer to fruition if not a foregone conclusion.  However, it is amazing that the markets react the way they do given the chances of a Romney/Ryan victory with the electoral votes.  The Obama victory was a tactical one, based on the fact that the popular votes were dead even.

Enough about presidential politics, I hope all of you have reined in your gains, or have raised cash and in position to start playing defense with your portfolio like we suggested earlier.  Because for value oriented investors, I think we are now closer than ever to the opportunistic entry point prompted by a big sell off.  Please approach all investment decision in a rational fashion based on sound logic and facts.

–Previous related Post

27 Stocks with Giant Dividend and Huge BuyBacks Part 1 of 3

With no further delay, here we go:

Campbell Soup(股票代號: CPB)

Price Target
$39
Dividend Yield
3.4%
EPS Accretion From Buybacks
3.3%
Accretion + Yield
6.7%
Description: Campbell makes food. The stock has rallied on new CEO Denise Morrison’s “aggressive, painful” moves.

Exxon(股票代號: XOM)

Price Target
$98
Dividend Yield
2.4%
EPS Accretion From Buybacks
4.7%
Accretion + Yield
7.1%
Description: Exxon is an oil company. It hit a 52-week high on India expansion.

Western Union(股票代號: WU)

Price Target
$22
Dividend Yield
2.2%
EPS Accretion From Buybacks
4.9%
Accretion + Yield
7.1%
Description: Western Union is a financial transactions company. It’s now expanding into Mexico.

CSX(股票代號: CSX)

Price Target
$24
Dividend Yield
2.5%
EPS Accretion From Buybacks
4.9%
Accretion + Yield
7.4%
Description: CSX is a rail car manufacturer. It recently upgraded by Bernstein to “market perform.”

Walgreen(股票代號: WAG)

Price Target
$43
Dividend Yield
2.5%
EPS Accretion From Buybacks
5.2%
Accretion + Yield
7.6%
Description: Walgreen is a retail pharmacy company. S&P Capital IQ’s Joseph Agnese says “sales benefits from easier flu comparisons and recent settlement of [Express Scripts] pharmacy benefit management conflict” will boost the stock.

The Blackstone Group(股票代號: BX)

Price Target
$17.50
Dividend Yield
5.4%
EPS Accretion From Buybacks
2.5%
Accretion + Yield
7.9%
Description: Blackstone is a private equity firm. It now the largest home buyer in the country.

Pfizer(股票代號: PFE)

Price Target
$28
Dividend Yield
3.2%
EPS Accretion From Buybacks
4.8%
Accretion + Yield
7.9%
Description: Pfizer makes drugs. It continues expanding in China, where it just hired 600 new workers.

Williams-Sonoma(股票代號: WSM)

Price Target
$48
Dividend Yield
2%
EPS Accretion From Buybacks
6.4%
Accretion + Yield
8.5%
Description: Williams-Sonoma is a retail household products company. It beat on earnings and revenues last quarter.

Validus Holdings(股票代號: VR)

Price Target
$40
Dividend Yield
3.3%
EPS Accretion From Buybacks
5.6%
Accretion + Yield
8.5%
Description: Validus is an insurance company. It bought reinsurance competitor Flagstone Re last month for $623 million.

Source: Goldman Sachs

   
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