March 7, 2007: Crunch time stock picks

Many of us are reviewing stocks to look at in a new cycle of volatility (real or imagined). Without going into a long discourse, two brokerage houses have recommended a few stocks to their institutional clients. One is unnamed, the other is CSFB.

Here is the list which receive strong buys. Just released:

Activision (ATVI)
Air Products and Chemicals (APD)
BE Aerospace (BEAV)
Best Buy (BBY)
Boeing (BA)
Bunge (BG)
Caterpiller (CAT)
Charles Schwab (SCHW)
Chicago Bridge and Iron (CBI)
Cisco Systems (CSCO)
Comcast (CMCSA)
Denbury Resources (DNR)
General Electric (GE)
Google (GOOG)
Harman International (HAR)
Hershey (HSY)
JP Morgan (JPM)
Life Time Fitness (LTM)
National Oilwell Varco (NOV)
Owens and Minor (OMI)
QUALCOMM (QUAL)
Schering-Plough (SGP)
Sonus Networks (SONS)
Southwest Airlines (LUV)
Target (TGT)
Wal-Mart (WMT)

Note that these are generally best of breed stocks. These are good ideas for further research on your part. It is easy to freeze and do nothing but fret over your portfolios during times like these. The institutions are not standing still - nor should you.