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catoismymotor (36.11)

Name Your Favorite Large Cap That You Don't Own.

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February 26, 2010 – Comments (8) | RELATED TICKERS: L , CAT , BRK-A

My favorite large cap company that I don't own is Loews Corp (L). They have taken a beating over the last two years. However they are poised to recover with their insurance and oil/natural gas business leading the way. I only wish they had a better dividend.

I also love the fact that the family that started the company way back when still has its hand on the wheel and that it has a one letter stock ticker symbol.

Now it is your turn.

8 Comments – Post Your Own

#1) On February 26, 2010 at 11:15 AM, chk999 (99.98) wrote:

MMM

I love that company, but it always seems to be so expensive.

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#2) On February 26, 2010 at 11:16 AM, dudemonkey (40.69) wrote:

Banco Itau (ITUB).  It's $89 billion market cap, so that should count as large cap, right?

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#3) On February 26, 2010 at 11:19 AM, Retiree2035 (< 20) wrote:

PM

Phillip Morris International because of it's international growth opportunity and it's exposure to foreign currency.  If I was in my 60's I'd be happy to own them.  I'm too young to own this large cap.

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#4) On February 26, 2010 at 11:27 AM, lemoneater (79.26) wrote:

It is hard to pick just one. FLR because they design gorgeous buildings and they have helped to make Greenville's downtown nicer. AMZN because it is hard to imagine Christmas and birthday shopping without them.

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#5) On February 26, 2010 at 12:37 PM, Turfscape (41.08) wrote:

I'm a fan of Johnson Controls (JCI). The company is a solid performer with a history of innovation. I like the diversification of their divisions: Control systems (for things like HVAC building controls, etc), Automotive interiors (they provide auto components like seats), and batteries (for auto and other uses). They are making buildings more efficient, energy storage more functional, and cars more comfortable.

I also like the fact that they have a strong focus on quality initiatives and internal leadership development. They've never had a CEO or division president from outside JCI.

So, why don't I own it? Stupidity primarily. I keep procrastinating and trying to time it for the best price. Plus, I'd need to reduce one of my other positions in order to get a good stake in JCI...and I'm not seeing a good selling opportunity in my current holdings.

I do think this company has got some room to run, particularly in the building systems division. They've had some high-profile retrofits (Empire State building) that have brought some good visibility. It's a good time to be in the business of improving building efficiency from an environmental standpoint, as well as a cost-saving standpoint.

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#6) On February 26, 2010 at 12:45 PM, BurntTiger (22.08) wrote:

Waste management,  easy to understand, stable, nice dividend

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#7) On February 26, 2010 at 1:23 PM, ElCid16 (98.10) wrote:

Veolia

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#8) On February 26, 2010 at 1:24 PM, SockMarket (62.35) wrote:

Either XOM or BP. BP has a great dividend, so you get paid to wait but XOM is more undervalued. both great. what can I say, I am an energy nut :)

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