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About Jim-Jubak-2009 :
The following are my 10 best picks for 2009. After the picks I'll have a few words about how much money -- and when -- you should put into these stocks.
The 5 best stocks for the first half of 2009
* Deere (DE, news, msgs), a farm machine producer that tracks the price of agricultural commodities.
* Enbridge (ENB, news, msgs), a natural-gas and oil pipeline company that has a 3.8% yield.
* ExxonMobil
(XOM, news, msgs), the world's best integrated oil company for the current environment. With a yield of 2%, these shares just make my cut.
* Flowserve (FLS, news, msgs). Can you say infrastructure? It makes pumps and valves for moving everything from water to oil and has a yield of 2%.
* Rayonier (RYN, news, msgs), a producer of wood products and an owner of timberland. Yield: 7.2%.
The 5 best stocks for the second half of 2009
* Goldcorp (GG, news, msgs), the world's low-cost producer of gold.
* Google (GOOG, news, msgs), the dominant Internet search company just gets more dominant.
* HSBC (HBC, news, msgs), the best banking franchise left standing in Asia.
* Petrobras (PBR, news, msgs). The Brazilian national oil company has dozens of new fields under development.
* Thompson Creek Metals (TC, news, msgs), the second-largest private producer of molybdenum in the world.
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