This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Cheap, Safe Stocks to Make Money in 2011

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

The BBH Core Select Fund (BBTEX) has 24% of its $597 million assets in the consumer-staples sector, its largest weighting, twice that of its large-blend peers. But financials is the biggest sector, at 25% of the fund versus an 18% weighting for the average fund in its category. Health care is the next largest sector weighting, at 15%.

The fund has lost 3% in the past month, but is up 3.7% over the past three months and 4.8% this year. It has a 7.6% average annual return over five years.

BBH Core Select has a very low 19% portfolio turnover and holds only 29 stocks. Holdings are made up of companies with strong balance sheets, high free cash flow, and high returns on invested capital.

Its top positions are: Warren Buffett-led Berkshire Hathaway (BRK.A - Get Report), 5.6%; confectioner Nestle (NSRGY), 5.6%; trash hauler Waste Management (WM), 5%; drugmaker Novartis (NVS), 4.7%; and Baxter International (BAX), a developer of injectable medical therapies, at 4.5% of the fund.

The Sequoia Fund (SEQUX), a large-cap blend fund, has been an able performer for a long time, sporting an amazing 9.7% average annual return over the past 15 years.

Its heaviest weighting now is in the health-care sector, at 27% of the fund, versus the 11% of its large-blend fund category peers, followed by a 23% consumer-cyclical weighting, compared to the average 8.4% weighting of its peers.

The fund has lost 3% over the past month, but is up 3% over the past three months and 7.9% this year.

The $4.3 billion fund holds only 31 stocks and has relatively low 23% annual turnover.

The top holdings are: drug maker Valeant Pharmaceuticals (VRX), 13.7%; Warren Buffett's conglomerate Berkshire Hathaway (BRK.A - Get Report), 9.3%; discount-clothing retailer TJX Cos. (TJX), 6%; construction-products maker Fastenal (FAST), 5.5%; and Idexx Laboratories (IDXX), a veterinary diagnostic laboratory business, at 4.8%.

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

4 of 6

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
BRK.A $214,490.00 0.00%
BTI $113.25 0.00%
CVS $101.58 0.00%
JNJ $101.08 0.00%
KO $40.89 0.00%


DOW 18,080.14 +21.45 0.12%
S&P 500 2,117.69 +4.76 0.23%
NASDAQ 5,092.0850 +36.0220 0.71%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs