TheStreet Portfolios of the Week

Over the past week, TheStreet has been buzzing about large-cap stocks with substantial sales growth, stocks for the second half of the year and more.
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NEW YORK (Stockpickr) -- In addition to Stockpickr's popular Professional Portfolios, which list the holdings of many of the top investors and funds, such as Warren Buffett and Paulson & Co., the site also hosts user-generated portfolios. This feature allows Stockpickr members to group stocks together in portfolios so they can easily see where each stock is trading and view fundamentals such as market cap, average trading volume and 52-week highs and lows. Users can also elect to track their portfolios and measure the overall performance of a group of stocks over time.

Anyone can

join Stockpickr

and start creating portfolios, whether they be of stocks actually owned, a watch list of stocks or a group of stocks related by a certain theme. Regularly, we also group together the stocks that our colleagues over at

TheStreet

are talking about.

Over the past week on TheStreet, our colleagues have been talking about large-cap stocks with substantial sales growth, stocks for the second half of the year and more. Here are some of the highlights.

10 Large-Caps With Fastest Sales Growth

:

TheStreet's

Jake Lynch suggests a shield for investors concerned about a double-dip: "large-cap companies that have global reach and ample cash to withstand a slowdown." For example, on his list of 10 companies that have increased sales at an annualized rate of at least 34% over the past three years is

Celgene

(CELG) - Get Report

, which has boosted sales by 42% since 2007 and increased profit by 44% in the first quarter and revenue by 31%. The

10 Large-Caps With Fastest Sales Growth

portfolio also includes

Freeport-McMoRan

(FCX) - Get Report

.

5 Dow Stocks Likely to Rise After Earnings

: Robert Holmes notes a pattern of some

Dow

stocks historically exhibiting better post-earnings performance than others and narrows down the five that have "notched the biggest gains in the day after posting quarterly numbers in July and August over the past five years." For example,

Hewlett-Packard

(HPQ) - Get Report

has averaged a 4.6% gain over the past five years on the day following its fiscal third-quarter reports, and

Cisco's

(CSCO) - Get Report

average gain was 4.1% over the past five fourth-quarter day-afters. The

5 Dow Stocks Likely to Rise After Earnings

portfolio also includes

JPMorgan

(JPM) - Get Report

.

6 Stocks for the Last 6 Months of 2010

:

InvestorPlace

assured readers that buy-and-hold investing wasn't dead, in spite of the first half of 2010's wild ride, and that "low-risk, stable stocks," such as

Microsoft

(MSFT) - Get Report

and

McDonald's

(MCD) - Get Report

, can act as an insulation to your current portfolio holdings during the second half of the year. The >

6 Stocks for the Last 6 Months of 2010

portfolio also includes

United Technologies

.

9 Famous Tech Stocks to Sell Now

:

Louis Navellier

InvestorPlace

predicted good things for the small-cap tech world but said some of the bigger-name stocks could be running into trouble in the coming weeks. On his list of tech stocks to unload before then is

Nokia

(NOK) - Get Report

, whose "stock has been struggling all year" and

Research In Motion

(RIMM)

, which with its BlackBerry has taken on the role of second fiddle to the iPhone and Andriod devices. The

9 Famous Tech Stocks to Sell Now

portfolio also includes

Dell

(DELL) - Get Report

.

10 Large-Caps With Highest Dividend Yields

: Jake Lynch offers up a list of the 10 highest-yielding stocks in the

S&P 500

, which he says "offer big dividends and a margin of safety because of their size." Topping his list was

Frontier Communications

(FTR) - Get Report

, which offers a more-than-10% dividend and "Trades at a premium to telecom peers based on projected earnings and book value." The

10 Large-Caps With Highest Dividend Yields

portfolio also includes

AT&T

(T) - Get Report

and

Altria

(MO) - Get Report

.

RELATED LINKS:

>>Jim Cramer's Portfolios of the Week

>>"Fast Money" Portfolios of the Week

>>4 Stocks Mohnish Pabrai Is Buying

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