Five Large Cap Stocks . . .

. . . to ride out the uncertainty.  Thus sayeth Bob Pavlik, chief market strategist at Banyan Partners.  Here is the vid.  If you can't spare the 5 minutes, here are his picks: CAT, AMZN, MCD, AAPL, and GOOG.  If there is any secret about these companies, it is hiding in plain sight.

My view is that when the bear attacks the market, everyone gets bloodied, and blue chippiness will be a porous shield at best.  So, just for kicks, we'll check back with these five every month or so to see how the picks are holding up.  Pavlik's time horizon is 3 to 5 years, and that's just about how long I expect stocks to collapse in a very major way, so this will be interesting.

Stock prices as of Sept 1 and yesterday:



This should provide another test case for competing theories.
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