The Experts on '12’s Second Half

What’s our strategy for this article? Study the top picks for this year’s second half from recognized authorities. Select one from each authority’s selections to assemble a portfolio engineered for 2012’s “back nine.” We are doing our homework since, despite the gruesome headlines, the right equities will surprise everyone and make money. Besides, sitting in nil yielding bank accounts or money market funds just defers the day when you’ll have to get back into the investment pool.

Pimco’s Bill Gross: Siemens (SI) Barron’s, the financial weekly, twice a year convenes a roundtable of top flight investment professionals to opine on the market and offer up stock picks. Recently, the magazine reported on the panel’s midyear assessments. Bill Gross is one of the all-time great investors; his Pimco Total Return has become the largest mutual fund on the planet. Gross’ strategy for the current volatile period is to invest in “companies with safe, predictable cash flows that can diversify sales globally and thus cushion profits” that pay healthy dividends. Among the stocks cited was Siemens; he likened it to the GE of Europe and saw it as sure rebounder when Europe returns to health. While you wait enjoy the near 5% dividend.

Source: Guru Focus

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