The lists have begun:
Despite his crappy birthname, I like John Dorfman and his picks. I’ve bought a few stocks on his say.
He is thinking dividends,
and commodities (metals) because
[quote]I am sweet on Commercial Metals Co. (CMC), an Irving, Texas, company that manufactures, trades and recycles steel and other metals. Commercial Metals has been profitable for at least 19 fiscal years in a row. The shares trade for eight times earnings and 0.33 times revenue.
Steel and Chickens
I am also fond of Schnitzer Steel (SCHN), based in Portland, Oregon. Schnitzer deals in scrap steel, makes steel, and operates auto junkyards. It has reported a profit every year since it went public in 1993. At six times earnings it looks very cheap.
I will probably finally buy this one…been oggling it for years… jdsuspectshewill
Sanderson Farms makes the list for a third-straight year. After a 65 percent gain in 2004, Sanderson shares declined 27 percent this year through Dec. 23, due mostly to flat chicken prices and worries about avian influenza. I see those as temporary problems. [/quote]
Sanderson made a chickenshit load of scratch for MOtely Fools a few years back. Looks good to me too.
OK gents, where are your lists?