NEW YORK (TheStreet) -- With about 90 stock exchanges around the world and about 63,000 publicly traded companies, investors are spoiled for choice. That doesn't make picking them any easier.
When I make suggestions to clients, I like to explain exactly how I came up with specific stocks so that they can make sure they agree with the logic as well as the conclusion.
To assist in sorting through stocks, my firm has devised several programs to help characterize investment categories. Many investment managers sort and group stocks into categories in order to make manageable groups with similar characteristics.
I'm going to share three of our programs with you, highlight the sectors offering some of the best values and suggest specific stocks from each for your consideration.
Our Dividend Buster Program focuses on dividend-paying stocks. Within that group, we've seen the telecom sector continue to offer attractive values.
- BCE (BCE):
o Canada's largest telecom company, providing services to 70% of Canada.
o Along with growth in its wireless business, highlighted by an increasing subscriber base and continued investment in its network coverage, BCE is also expanding in its media segment leading to greater video usage.
o Dividend yield: 5.11%
- Verizon (VZ):
o 2013 marks the seventh consecutive year that Verizon has increased its quarterly dividend.
o Dividend yield: 4.4%
Our Revenue Buster Program is focused on growth stocks. Within that area, we have a positive outlook on large-cap technology shares, which we expect to go through a significant earnings growth cycle next year.
- Apple (AAPL):
o Still attractively valued with a solid balance sheet and excellent cash flow thanks to strong sales of the flagship iPhone 5s which sold a record 9 million in its first weekend in stores.