by Kelley Wright, editor Investment Quality Trends
During times of market turmoil less knowledgeable investors often sell great companies out of fear. This is to our advantage and we should avail ourselves of these opportunities whenever they are presented.
Quality and value have survived everything the market and economy has thrown them and I see no reason for that to change.
We believe our universe of Select Blue Chips is perhaps the finest collection of high-quality companies you will find.
Whether you are familiar with all the ins and outs of a particular company is not neccesarily important; knowing when they offer good value on the other hand is vitally important.
We believe that high-quality stocks purchased at historically low-price-to-high-yield offers the best potential for downside protection and upside appreciation.
[Related -Express Scripts Holding Company (ESRX): Should You Own ESRX in 2014?]
Whether you are looking to build a portfolio from scratch, are partially invested and looking to add new positions, or fully invested and in need of some affirmation and hand holding, The Timely Ten represents our top ten recommendations.
The Timely Ten consists of Undervalued stocks that generally have a S&P Dividend & Earnings Quality rating of A- or better, show exemplary long-term dividend growth, a P/E ratio of 15 or less and technical characteristics on the daily and weekly charts that suggests the potential for imminent capital appreciation.
Our latest Timely Ten selections are:
Chevron Corp. (CVX) -- yielding 3.4%
[Related -Northrop Grumman Corporation: How Defense Budget Will Fare In 2014?]
Coca-Cola (KO) -- yielding 2.8%
McDonald's (MCD) -- yielding 3.6%
United Technologies (UTX) -- yielding 2.8%
CVS Caremark (CVS) -- yielding 1.4%
Air Products & Chemicals (APD) -- yielding 3.2%
Occidental Petroleum (OXY) -- yielding 2.9%
General Dynamics (GD) -- yielding 3.2%
ConocoPhillips (COP) -- yielding 4.8%
Cardinal Health (CAH) -- yielding 2.8%