Lehman ’10 Uncommon Values’ Picks

Lehman Brother’s is out with their annual "10 Uncommon Values" portfolio.

This year’s list:

Allstate (ALL)
Applied Materials (AMAT)
Bed Bath & Beyond (BBBY)
Dell (DELL)
Dow Jones (DJ)
Freddie Mac (FRE)
Microsoft (MSFT)
Pfizer (PFE)
Phelps Dodge (PD)
Wal-Mart (WMT)

The list comes from the best bottom-up picks of Lehman’s 89 equity analysts. Lehman’s website notes: "In its 56-year history, the 10 Uncommon Values Portfolio has significantly
outperformed the S&P 500 Index."

Dow Jones that the firm says the portfolio has outperformed the S&P 500 73% of the time, and delivered a 14.3% average annual return vs the S&P’s 8.2%.

There is actually an ETF Index for this: UVI

Here’s how its been doing:
click for larger chart

Not too shabby

What's been said:

Discussions found on the web:
  1. jjr commented on Jun 29

    What I’d like to know is what exactly is uncommon about those stocks? Sure looks like a list of some of the most widely held stocks available.

  2. Le Chat commented on Jun 30

    Thanks for your insight! I hope you don’t mind that I cite your Fubon posting.

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