August 1, 2007: Best defensive plays according to CSFB:Part 1

picture: self defense

It is no secret that I admire much of CSFB's analysis. In certain sectors they are truly outstanding.

Today, they released a comprehensive seventy-plus page report on the best defensive plays for the market as it now stands. All of these have been selected as Outperform and Strong Buys to the exclusion of other companies in their sectors. Without further comment, here they are:

3Com Corporation (COMS)
Accenture Ltd. (ACN)
Air Products and Chemicals (APD)
Alergan (AGN)
Allied Waste Industries (AW)
American International Group (AIG)
Applied Materials (AMAT)
Arch Capital Group (ACGL)
AT&T (T)
Boardwalk Pipeline Partners (bwp)
Boeing (BA)
Check Point Software (CHKP)
Cinemark Holdings (CNK)
Cisco Systems (CSCO)
Citigroup (C)
CME Group (CME)
Comcast (CMCSA)
CVS Caremark (CVS)
Danaher (DHR)
Danaos (DAC)
EBay (EBAY)
Ecolab (ECL)
El Paso Corp (EP)
Enbridge Energy Partners (EEP)
Enterprise Products Partners ( EPD)
EV Energy Partners (EVEP)
Fidelity National Information Systems (FIS)
Flextronics (FLEX)
General Electric (GE)
Goodrich (GR)
HJ Heinz (HNZ)
Halliburton (HAL)
Hanesbrands (HBI)
Hewlett-Packard (HPQ)
Huntsman Corp (HUN)
Intercontinental Exchange (ICE)

j-z will be published tomorrow.