Koninklijke Philips Electronics NV (ADR) (PHG)

Will definitely be a leader in LED lighting which will be the new way we light our offices and homes in ten years. Look where incandescents have gone, and will be followed by compact fluorescents when this technology comes on.

Philips is a leader in consumer electronics, lighting, and medical equipment. Weakness in any one area can be offset by strength in other divisions

Definitely a long term out-perform on this one, very diverse products, similar to GE, global company, gets exposure to all markets, should be relatively safe if there is a market drop, and the balance sheet is crazy, tons of cash and low debt make this a good pick for any risk adverse person.

Philips has a very strong history of innovation and technology leadership, a strong presence in Europe. However, they also often mis-step in their roll-outs. The stock is oversold. and has a 1x to 2x upside over the next two years.

Everybody likes lights.

In the previos hour, would you have bet for David, or Goliath ? This one is my favourite in the industrial range. Implies no foreseeing abilities, actually... Can't miss it ! Despite somewaht "demodee", buy & hold !

A solid and tactically diverse company which will only be minimally affected by any US consumer recession, despite having half of their sales in the consumer arena (due to an ever expanding emerging markets portfolio). Since they've sold their Semicondutor unit to KKR (now NXP Semiconductors) in 2006, they've done a very good job of reallocating the captial back to the businesses which they see the highest growth potential...the home healthcare business (Lifeline, Health Watch, Respironics) and lighting businesses (PLI, Color Kinetics and now the US lighting market with Genlyte). Not to mention a sizeable share buyback and a decent dividend payout (70 euro cents in 2008). Definitely a company to watch as the recession fears persist...

A value play with a growing healthcare info tech and diagnostic/imaging business segment in addition to consumer electronics.

Having just acquired Color Kinetics indicates that this company understands the general direction of the industry, the trend to move toward LED based universal lighting in the near future, and how to position themselves in the market to be successful long term.

Looking good now and for the long haul..

Value

It will all be about energy savings. The incandescent bulb is going by the wayside.

Good company divesting TSM share, should go up significantly.

Good stats - good timing - should climb within the next year

EMA Cross

This rating is simply based on the fact that Philips products fail to impress. Plenty of consumer complaints can be seen online about their products and customer service. Their quality hasn't been great. Recently saw their spotlight specs, i was just appalled and rotfl. If their mgmt can release products with such poor specs in market, no wonder they can't make money.

Philips is an investor in eInk, Inc, which I think is the next big killer app.

LED advances connect directly to reduction in energy usage. As energy climbs so will PHG as companies look for ways to reduce consumption.

LED lighting will come on strong with Mr. Obama in place.
Cheap, at 52 week low.