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2011 has been a troublesome year for world markets, with 2012 poised as a comeback year. Most of these stocks have suffered on account of economic pressures and are available at a discount, meaning you can count on them to pave a way for a great holiday season in 2012 even if 2011 is lackluster. Specifically, these three stocks are my best ideas for appreciation in 2012 given today's market.

Raytheon Company (RTN) is an integrated technology solutions provider specializing in defense and homeland security contracting, ranging from electronics, mission system integration, and conrols, with integrated defense systems now contributing 21% of revenue. Despite cuts in government spending in the recent past, the company’s order book is worth $34.6 billion, including a $42 million contract from the Missile Defense Agency.

With a market capitalization of $15.36 billion, RTN provides a dividend yield of 3.80% and a dividend payout ratio of 32%, both of which are above the industry average of 2% and 24.78% respectively. Despite a negative year-on-year quarterly revenue growth, RTN has far better operating margins at 11.07% than competitors like Lockheed Martin Corporation (LMT), which reported at 8.32%. The return on investment is 10.42%, double that of the industry average of 5.79%, which makes RTN a stock to invest in for 2012.

Rio Tinto Plc (RIO), a subsidiary of the British-Australian Rio Tinto Group, is a mega miner with operations in industrial and precious materials. RIO operates open pits, underground mills, refineries and smelters along with research and service facilities in more than 100 countries.

RIO is a trading at a low price earnings of 6.63 times, lower than its competitors such as BHP Billiton PLC (BBL) having price earnings of 7.17 times, which makes RIO far cheaper than its peers to buy, especially considering an operating margin of just under 37% and a 5-year average return on equity of 27%, beating other majors such as Anglo American PLC (AAL) having a 5-year average return on equity of just 20%.

Terex Corporation (TEX) is a global manufacturer of construction equipment. TEX reports four segments, namely Aerial Work Platforms, Construction, Cranes, and Materials Processing. The biggest revenue earner continues to be the United States (26%), although with declining business in the US, it is encouraging to see revenue increasing for almost every geographic segment compared with last fiscal (2009).

A $3.48 billion enterprise value company, TEX reported a year-on-year quarterly revenue growth of 67.70% compared with just 19.20% and 41.20% of its competitors Komatsu Ltd (OTCQB:KMTUY) and Caterpillar Inc (CAT) respectively. The 1-year EPS growth rate is 50% and the stock is trading at $15.56, far below its high in a 52-week range of $38.50 - $9.30. An enormously high price earnings multiple of 915.29 times compared with the industry average of a meager 13 times, suggests high valuations, which should caution conservative investors.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 3 Stocks To Consider Buying Now For Big Profit In 2012