Am currently investigating the following investment ideas
Large Cap ideas!!
1. Wal-Mart --> Strong Competitive Moat around the business, trading at a PE of 12. Similar to a bond... a recession proof play.
2. Google --> Strong competitive moat with excellent management. A rock solid business model to monetize search with a free real option of a social networking business (google+) PE after cash is in low teens.
3. Johnson and Johnson --> Strong competitive moat and an earnings increase of 10%+ over the last hundred years. Recession resistant stock as well. PE is low double digits.
Large caps are presenting compelling ideas for now!
Detailed research on the above ideas soon...
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