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Tim Tebow mania is here and in full effect. Anyone who follows the NFL or sports in general has probably grown tired of hearing about the former Florida Gator National Championship winning quarterback. Now a starter for the Denver Broncos, Tebow has led his team with a 7-2 record since taking over. When Tebow was named the starter the Broncos had a 1-4 record and dim hopes of saving the season. The team is now very much alive in the playoff hunt and has Tebow to thank for most of that success. As an avid NFL fan and active stock trader I thought it would be interesting to mash the two together and come up with a Tim Tebow portfolio. Listed below are stocks that I think have the most to gain or to do with Tim Tebow and his continuing success. Keep in mind many of these billion dollar companies will not see a huge increase in earnings from Tebow but in today’s rough economic times, all positive news and events, can help contribute to earnings and rallies in share prices.

In July, I wrote an article detailing the winners of the ending of the NFL lockout. It seems no one has benefitted more than Tim Tebow and the Denver Broncos.

All prices are as of close on December 22nd, 2011. Financial information is taken from Yahoo Finance.

Nike (NYSE:NKE) $94.82

Earnings: $5.80 (2013)

Price to Earnings: 16x

Dividend: $1.44 (1.5%)

Market: Clothing, Shoes

Tebow Connection: Tim Tebow appears in several commercials for the large retail company. The company also features Tebow in several print advertisements that appear in sports magazines like ESPN and Sports Illustrated. Nike was one of the first companies to feature Tebow and it has fully taken advantage of his marketing power.

Electronic Arts (NASDAQ:EA) $20.30

Earnings: $1.24 (2013)

Price to Earnings: 16x

Dividend: 0

Market: Video Games

Tebow Connection: Annual video game NCAA Football featured Tim Tebow on the cover of its 2011 version. The game is the top selling college football game of the year and featured Tebow before he was an NFL star leading the Broncos in fourth-quarter comebacks. I want to write it here and go out on a limb but I would not be surprised if Tebow graces the cover of Madden 2013.

Disney (NYSE:DIS) $36.95

Earnings: $3.33 (2013)

Price to Earnings: 11x

Dividend: $0.60 (1.7%)

Market: Media

Tebow Connection: Disney owns the leading sports television channel in ESPN. From day one of Tebow being named a starter, ESPN’s flagship sports news show Sportscenter was the initial leader in Tebow mania. The channel benefits from fans’ and critics’ interest in Tebow as they tune in to see highlights of Tebow games and practices.

Time Warner (NYSE:TWX) $35.29

Earnings: $3.16 (2012)

Price to Earnings: 11x

Dividend: $0.94 (2.8%)

Market: Media, Magazines

Tebow Connection: Time Warner owns leading sports magazine Sports Illustrated. The weekly magazine features athletes on the cover and inside features stories on all the major and minor sports. Tebow was first seen in the magazine as a part of the magazine’s “Faces in the Crowd” section, which features amateur athletes. Tebow was included as a high school football quarterback before he ever became a legendary Florida Gator. Since that issue, Tebow has appeared on the cover five times as a Gator and once so far as a Denver Bronco. I think Tebow has plenty more covers left in his young football career.

News Corporation (NASDAQ:NWS) $18.04

Earnings: $1.02 (2011)

Price to Earnings: 18x

Dividend: $0.19 (1.1%)

Market: Media, Books

Tebow Connection: News Corporation makes the list of Tebow stocks thanks to its ownership of book publishing company Harper Collins. Harper Collins published Tebow’s book "Through My Eyes" when it was first released. The publishing arm of News Corporation is small, but consider that the company also owns Fox, which airs NFL games each week.

Yahoo (NASDAQ:YHOO) $16.00

Earnings: $0.89 (2012)

Price to Earnings: 18x

Dividend: 0

Market: Fantasy Sports, Internet Content

Tebow Connection: Yahoo is currently in the process of selling part of the company or the entire piece to private equity groups and leading Chinese internet companies. What will be left in the American unit includes the number one fantasy football site in Yahoo Sports. Each week millions of football fans around the United States set their lineups and count on Tim Tebow to make or break their teams. The company also owns Rivals.com, a leading high school football scouting service. In 2007, Rivals named Tim Tebow the Offensive Player of the Year.

Ebay Inc. (NASDAQ:EBAY) $30.61

Earnings: $2.32 (2012)

Price to Earnings: 13x

Dividend: 0

Market: Auctions

Tebow Connection: Tebow’s charitable arm, the Tim Tebow Foundation, hosts auctions through (EBAY) each week with the money helping Tebow’s favorite causes. Items like signed books, and memorabilia are auctioned to fans to help Tebow raise money for groups he supports.

Live Nation (NYSE:LYV) $8.31

Earnings: $0.01 (2012)

Price to Earnings: 831x

Dividend: 0

Market: Tickets, Entertainment Promotion

Tebow Connection: Thousands of fans have witnessed Tebow in action during home games at Mile High Stadium or away games throughout the country. Ticketmaster, owned by Live Nation through a recent buyout, is the leading ticket broker for the NFL. Fans can buy tickets for games through the site or through the NFL TicketExchange from season ticket holders of the Denver Broncos.

Barnes and Noble (NYSE:BKS) $14.54

Earnings: $0.03 (2013)

Price to Earnings: 485x

Dividend: 0

Market: Bookstores

Tebow Connection: Tebow’s book "Through My Eyes" can be bought in person at Barnes and Noble stores around the United States. The book is sure to be a big seller during this holiday season and Barnes and Noble will benefit from the increased sales. Buyers may also want to download the book for the company’s e-reader Nook so they have something to read while traveling to Bronco games.

CBS Corporation (NYSE:CBS) $26.45

Earnings: $2.26 (2012)

Price to Earnings: 12x

Dividend: $0.40 (1.5%)

Market: Television, Media

Tebow Connection: Each week the Denver Broncos game is aired on the local and sometimes national CBS channels. The company trades with a market capitalization of $17 billion so the Broncos can’t have that big of an impact on earnings. CBS is however one of the biggest beneficiaries of an increased interest in Tebow and the mania surrounding him.

Amazon (NASDAQ:AMZN) $179.03

Earnings: $2.01 (2012)

Price to Earnings: 89x

Dividend: 0

Market: Online Retail

Tebow Connection: Tebow’s biography "Through My Eyes" is available for purchase from the leading online book retailer Amazon.com. The book was released previously this year but has entered back into the top 100 list on the company’s website. As of December 21st, the book was the twelfth best selling book on Amazon.com. A new version of the book aimed at kids aged 8 and up is also in the top 100 at position number forty two.

Dreams Inc. (NYSEMKT:DRJ) $2.30

Earnings: $0.16 (2012)

Price to Earnings: 14x

Dividend: 0

Market: Online Retail

Tebow Connection: Even before Tebow took over for starting Bronco quarterback Kyle Orton, Tebow’s jersey was the bestselling Bronco jersey and one of the top selling jerseys in the league. Fans who may want to purchase a Tim Tebow jersey can go to FansEdge.com, owned by Dreams, for the best-looking jerseys around. Other Tebow merchandise can also be found at the site. With a market capitalization of $100 million, Dream’s could actually have the biggest increase in share price from a full NFL season and from the continued success of Tim Tebow. Anyone who follows my articles on Seeking Alpha knows I have been bullish on this company since July, when we were introduced. Recently I wrote an article about how shares of Dreams could double. A couple extra thousand Tim Tebow jerseys being sold, now that he is the starting quarterback, is a good place to start.

When creating this portfolio several ideas popped into my head with ways to track companies related to Tim Tebow and their performance. I would like to revisit this article at the end of the season and possibly next year depending on Tebow and the Bronco’s success. I am treating the companies listed as an index rather than a mutual fund or exchange traded fund. The index will have equal weighting to all the stocks listed above. If my math serves me correct the index begins trading today with a value of $482.64.

Of the stocks mentioned in the index, I have the following ratings:

NKE-Buy (My Target of $90.50 has already been reached but I stand behind the pick from this article)

EA-Buy (I recently covered EA with a price target of $28 a share)

DIS-Buy

TWX-Hold

NWS-Buy (I have a $20 target price on NWS shares from this article)

YHOO-Hold

EBAY-Hold

LYV-Buy (Recent LYV Article Here)

BKS-Sell

CBS-Sell

AMZN-Sell

DRJ-Buy

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