Top 10 Stocks To Invest In February 2012

Maybe it was because Seeking Alpha did not carry my annual list of 10 Clean Energy Stocks for 2012 this year, but no one seems to have noticed that there were actually 11 stocks in the list.  Call it the Spinal Tap of top-ten lists.

If anyone did notice the extra pick, they didn't leave a comment.  What happened was that I have two number 8 stocks, but there is enough text between them that neither I nor most of my readers could see both 8's at once on the same screen.  Oops!

I had 10 originally, but my messed up numbering led me to think I did not have enough, and so I went back and added Honeywell (HON) at the last minute, choosing to play it safe with a large cap energy efficiency company.  So far this year, Honeywell has produced the expected safe results, but because clean energy stocks (especially solar) have been on a tear,  Honeywell's 10.5% return has dragged down the portfolio's average a little.  But who's complaining?

Top 10 Stocks To Invest In February 2012:Richardson Electronics Ltd. (RELL)

 Richardson Electronics, Ltd. engages in the provision of engineered solutions; and distribution of electronic components to the electron device and display systems markets. Its Electron Device Group provides engineered solutions, and distributes electronic components to customers in various markets, such as steel, automotive, textile, plastics, semiconductor manufacturing, and broadcast industries. It designs solutions for various applications comprising industrial heating, laser technology, semiconductor manufacturing equipment, radar, and welding. This division also provides replacement products for systems using electron tubes, as well as offer design and assembly services for new systems employing semiconductor manufacturing equipment. The company?s Canvys division provides integrated display products, workstations, and value-added services to the healthcare, industrial and medical original equipment manufacturers, and digital signage markets. Its display solutions consist of touch screens, protective panels, custom enclosures, specialized cabinet finishes, application specific software packages, and display products. This division also partners with hardware vendors and offers liquid crystal displays, mounting devices, and customized computing platforms. Richardson Electronics offers its solutions in North America, the Asia Pacific, Europe, and Latin America. The company was founded in 1947 and is headquartered in LaFox, Illinois.

Top 10 Stocks To Invest In February 2012:Mitsubishi UFJ Financial Group Inc (MTU)

 Mitsubishi UFJ Financial Group, Inc., together with its subsidiaries, provides various financial services to individual and corporate customers in Japan and internationally. Its Integrated Retail Banking Business Group segment comprises commercial banking, trust banking, and securities businesses. This segment offers a range of bank deposit products comprising a non-interest-bearing deposit account that is redeemable on demand; asset management and asset administration services, including savings instruments, such as current accounts, ordinary deposits, time deposits, deposits at notice, and other deposit facilities; trust products consisting of loan trusts and money trusts; and other investment products, such as investment trusts, performance-based money trusts, and foreign currency deposits. It also provides insurance products consisting of investment-type individual annuities, foreign currency-denominated insurance annuities, and yen-denominated fixed-amount annuity insurance; financial products intermediation services; and housing loans, card loans, and credit cards. The company?s Integrated Corporate Banking Business Group segment provides commercial banking, corporate and investment banking, transaction banking, trust banking, and securities services for large corporations, financial institutions, and sovereign and multinational organizations. Its Integrated Trust Assets Business Group segment offers asset management and administration services for products, such as pension trusts and security trusts. This segment provides a range of services to corporate and pension funds, including pension fund management and administration, advice on pension schemes, and payment of benefits to scheme members. The company?s Global Markets segment conducts asset liability management and liquidity management, and provides money markets, foreign exchange operations, and securities investment services. The company was founded in 1880 and is headquartered in Tokyo, Japan.

Top 10 Stocks To Invest In February 2012:Premier Financial Bancorp Inc. (PFBI)

 Premier Financial Bancorp, Inc., a multi-bank holding company, provides community banking services to individuals and small-to-medium sized businesses. Its deposit product line includes checking accounts, negotiable order of withdrawal accounts, savings accounts, money market accounts, club accounts, individual retirement accounts, certificates of deposit, and overdraft protection. The company?s loan product portfolio comprises loans for purchasing personal residences or loans for commercial or consumer purposes secured by residential mortgages; residential mortgage loans; automobile and personal loans, including unsecured lines of credit; commercial loans secured by business assets, such as real estate, equipment, inventory, and accounts receivable; unsecured commercial loans; commercial real estate development loans; financial and agricultural loans; and real estate construction loans. It also offers depository and funds transfer services; collections; safe deposit boxes; cash management services; automated teller machines; and bill payment, telephone banking, and Internet banking services. As of March 15, 2011, Premier Financial Bancorp operated 8 banking offices in Kentucky, 5 banking offices in Ohio, 14 banking offices in West Virginia, 1 banking office in Maryland, 2 banking offices in Virginia, and 5 banking offices in Washington, District of Columbia. The company was founded in 1991 and is headquartered in Huntington, West Virginia.

Top 10 Stocks To Invest In February 2012:TransAlta Corporation (TAC)

 TransAlta Corporation operates as a non-regulated electricity generation and energy marketing company. The company engages in the production and sale of electric energy through its diversified portfolio of facilities fuelled by coal, natural gas, hydroelectric, wind, geothermal, and biomass resources in Canada, the United States, and Australia. It has an aggregate net ownership interest of approximately 8,025 megawatts of generating capacity in operation. The company was founded in 1911 and is based in Calgary, Canada.

Top 10 Stocks To Invest In February 2012:Haynes International Inc. (HAYN)

 Haynes International Inc. develops, manufactures, markets, and distributes high-performance nickel-and cobalt-based alloys in sheet, coil, and plate forms for use in the various industries worldwide. The company's products consist of high-temperature resistant alloys (HTA) and corrosion resistant alloys (CRA). Its HTA products are used in the manufacture of jet engines for the aerospace market; gas turbine engines for use in applications, such as naval and commercial vessels, electric power generation, power sources for offshore drilling platforms, gas pipeline booster stations, and emergency standby power stations; and industrial heating equipment. The company's CRA products are used in various applications, including chemical processing, power plant emissions control, hazardous waste treatment, sour gas production, and pharmaceutical vessels. Its products also have applications in flue-gas desulphurization, oil and gas, waste incineration, automotive, instrumentation, biopharmaceuticals, solar, and nuclear fuel industries. The company also produces its products as seamless and welded tubulars, as well as in slab, bar, billet, and wire forms. Haynes International sells its products through its direct sales organization, as well as through a network of independent distributors and sales agents. The company was founded in 1912 and is headquartered in Kokomo, Indiana.

Top 10 Stocks To Invest In February 2012:Fossil Inc. (FOSL)

 Fossil, Inc. designs, develops, markets, and distributes fashion accessories worldwide. It offers a line of fashion watches under its proprietary brands, such as FOSSIL, MICHELE, RELIC, and ZODIAC; and through licensed brands, including ADIDAS, BURBERRY, DIESEL, DKNY, EMPORIO ARMANI, MARC BY MARC JACOBS, and MICHAEL KORS. The company designs, markets, and arranges for the manufacture of watches and accessories on behalf of certain mass market retailers, companies, and organizations as private label products or as premium and incentive items for use in various corporate events. It also provides various fashion accessories for men and women, including handbags, belts, small leather goods, jewelry, and sunglasses through company owned retail stores, department stores, and specialty retail stores, as well as over the Internet and through catalogs. In addition, the company sells a line of soft accessories, such as hats, gloves, and scarves, as well as a handbag collection. Further, it offers apparel comprising jeans, outerwear, fashion tops and bottoms, and tee shirts for men and women through company-owned stores, as well as over the Internet and through catalogs. Additionally, the company provides footwear products, including sport court sneakers, authentic casuals, dress classics, and boots for men, as well as fashionable flats, heels, wedges, and boots for women. Fossil, Inc., through a license agreement with the Safilo Group, manufactures, markets, and sells optical frames under the FOSSIL and RELIC brand names in the United States and Canada. As of August 9, 2011, it had approximately 360 company-owned and operated retail stores. The company was founded in 1984 and is headquartered in Richardson, Texas.

Advisors' Opinion:

• By iStockAnalyst At 2011-9-24

  Since its inception in 1984, Fossil Inc. (FOSL) has grown into a diversified company offering an extensive line of fashion watches and accessories, including sunglasses, small leather goods, belts, ! and hand bags, principally under the Fossil and Relic brand names; Fossil brand apparel and jewelry; and watches and jewelry bearing the brand names of certain internationally known fashion companies pursuant to license agreements. FOSL also designs, markets and arranges for the manufacture of watches on behalf of certain companies and organizations as private label products or as premium and incentive items for use in various events. In 2010, sales of watches accounted for about 70 percent of net sales (66 percent in 2009 and 67 percent in 2008), and accessory lines 30 percent (34 percent in 2009 and 33 percent in 2008). Licensed brand products amounted to 39 percent of 2010 sales (34 percent in 2009).

  I view FOSL's product and geographic diversification as competitive strengths in a tough macro-economic environment. I expect innovative styles across market segments and increasing Fossil brand awareness driven by global retail expansion to support continued sales momentum in watches and accessories through 2012. I also look for higher prices on new products to support gross margin recovery next year.

Top 10 Stocks To Invest In February 2012:Transportadora De Gas Sa Ord B (TGS)

 Transportadora de Gas Del Sur S.A. engages in the transportation of natural gas, as well as production and commercialization of natural gas liquids primarily in Argentina. It operates approximately 8627 km long pipeline system. The company transports its natural gas to distribution companies, industries, traders, producers, and power plant operators. The company?s production and commercialization activities are conducted at the Cerri Complex located near Bahia Blanca. Its natural gas liquid products comprise ethane, propane, butane, and natural gasoline. It also provides midstream services, which consist of gas treatment, gas compression, and wellhead gas gathering services; removal services for impurities from the natural gas stream; and pipeline construction, operation, and maintenance services. In addition, the company offers telecommunication services for telephone operators and other corporate users. Its telecommunication network includes a microwave's digital system with synchronous digital hierarchy technology. The company was founded in 1992 and is based in Buenos Aires, Argentina. Transportadora de Gas Del Sur S.A. is a subsidiary of Compania de Inversiones de Energia S.A.

Top 10 Stocks To Invest In February 2012:Alpha Pro Tech Ltd. (APT)

 Alpha Pro Tech, Ltd. engages in the development, manufacture, and marketing of disposable protective apparel, building supply, and infection control products principally in the United States. Its disposable protective apparel products include shoecovers, bouffant caps, gowns, coveralls, lab coats, and frocks; and building supply products comprise construction weatherization products, such as housewrap and synthetic roof underlayment products. The company?s infection control products consist of face masks, eye shields, and medical bed pads. It offers its disposable protective apparel products, face masks, and eye shields to the industrial, cleanroom, and medical and dental markets; and construction weatherization products to construction supply and roofing distributors. The company sells its products through a network of purchasing groups, national distributors, local distributors, and independent sales representatives, as well as through its own sales and marketing force under the Alpha Pro Tech brand name, as well as under private label. Alpha Pro Tech, Ltd. was founded in 1983 and is based in Markham, Canada.

Top 10 Stocks To Invest In February 2012:ANSYS Inc. (ANSS)

 ANSYS, Inc. engages in the development and marketing of engineering simulation software and services used by engineers and designers in aerospace, automotive, manufacturing, electronics, biomedical, energy, and defense industries. Its products include ANSYS Workbench, which is the framework upon the company?s suite of engineering simulation technology is built; Multiphysics that combines solver technology for various physics disciplines; Structural Mechanics, which offers simulation tools for product design and optimization; Fluid Dynamics that provides modeling fluid flow and other related physical phenomena; and Explicit Dynamics, which simulates short, high deformation, large strain, fracture, or complete material failure applications. The company?s products also comprise Electromagnetics, which provides electromagnetic field simulation software used by electrical engineers to design electronic and electromechanical products; System and Circuit Simulation, a technology that offers schematic capture, layout, and design management capabilities, which allow engineers to simulate high-speed and high-power electronic circuits; and ANSYS Engineering Knowledge Manager, a solution for simulation-based process and data management. In addition, it offers Academic that provides a portfolio of academic products based on associate, research, and teaching; and High-Performance Computing (HPC), which delivers cross-physics parallel processing capability for the company?s simulation software by supporting structural, fluids, thermal, and electromagnetic simulations in a single HPC solution. Further, the company provides geometry handling solutions for engineering simulation. ANSYS, Inc. distributes its products through a network of independent channel partners, as well as through its direct sales offices primarily in the United States, Japan, Germany, Canada, and other European countries. The company was founded in 1970 and is headquartered in Canonsburg, Pennsylvania.

Top 10 Stocks To Invest In February 2012:Micron Technology Inc. (MU)

 Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still cameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.

Advisors' Opinion:

• By Fitz Gerald At 2011-8-26

   

  The company's management has indicated a positive and more-balanced DRAM and NAND flash demand/supply outlook for 2011. The company also indicated a more-resilient near-term business model with low exposure to the weak PC DRAM segment (25 percent of revenues).

  Micron also indicated strong demand for NAND flash and price reductions consistent with learning curve cost reductions. With many smartphone and iPad/new Web tablets ramping, Micron management expects the benign pricing environment for NAND flash to continue in 2012.

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