A few more of my stock and ETF picks on Motley Fool's CAPS.
I am currently ranked in the 75th percentile :-)
Ameresco (AMRC): It has fallen too far.
Honda (HMC): Eventually, Japan will overcome the blahs!
iShares MSCI Japan Index ETF(EWJ): Like I said, Japan will recover.
Costco (COST): It sells high quality goods and services at an unbeatable price. Seems like a good business model to me.
PowerShares Lux Nanotech ETF (PXN): It is the future. It has been underperforming.
Market Vectors LatAm Small-Cap Index ETF (LATM): Small cap sector tends to outperform, more so in the Latin American and Caribbean region, where access to capital is relatively scarce.
Resource Capital Corp. (RSO): Stable 14 % dividend.
The Procter & Gamble Company (PG): Solid fundamentals, solid dividends, solid market share, clearly undervalued.
T. Rowe Price Group, Inc. (TROW): Got in early at Facebook, Groupon, Zynga, etc. It is our own DST (mail.ru).
Intel Corp (INTC): Growing dividends, piles of cash, recovery in IT. Plus, all the "tablets will replace PCs" arguments are way overblown.
iShares Silver Trust ETF (SLV): Metals vs. paper money, inflation coming up.
On the short side, Pandora (P) cannot keep the stratospheric IPO valuations with its current losses.
Some of the Internet 2.0 and social networks stocks deserve their rich valuations, others are obviously bubbling up.