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Hello new and returning readers. As you may know/learn soon, many of my articles consist of three parts: the first section consisting of a general overview of the company and its operations. The second a look at the earnings outlook/ growth prospects of the company. And the third section consists of a buy or sell recommendation based on valuation, and market timing. As the record will show many of my buy calls (I don't short often) have been profitable for readers. Some examples being my buy recommendation on MasterCard (MA) and Visa (V) on May 8th; my Occidental Petroleum (OXY) buy recommendation at $79.90 a share on May 16th; Sherwin Williams (SHW) (here), Home Depot (HD) (here), and Bank of America (BAC) (here). No trader is perfect though, my Google (GOOG) buy recommendation was published when the shares were $605, and Baidu.com (BIDU) I recommended and bought at $119; shares traded at $109.71 this Friday.

So it's time for three more buy recommendations from the Seeking Benny Frank Institute (SBFI) (my laptop).

SBFI Recomends:

Qualcomm (QCOM): Buy

94.2B Market Cap; 1.82% Yield

Overview:

Qualcomm is a dominant global player in the massive telecommunications equipment markets. Qualcomm chips are in many ways leading the revolution of one of the fastest growing markets in history; the smart phone / tablet markets. Over the next 5-10 years hundreds of millions of smart phones and tablets will be sold; many containing Qualcomm technology. I understand many people in the US or the EU already have smart phones and tablets, but globally the revolution is still in its infancy; growth/replacement in coming years will be staggering.

Earnings Outlook:

Qualcomm shares currently trade at $54.98 a share, 19.2x earnings; 13.2x 2013 earnings. Sales at the company are projected to grow from 15B in 2011, to 19.B by years end. Earnings over the past few years have been solid at Qcomm despite weak the weak macro environment; a little global growth would go a long way for QCOM and their shareholders.

Qualcomm is a great addition to any portfolio looking for exposure to technology or the smartphone revolution. The shares are off sharply from their 52-week high of $68.87, and are over sold. The SBFI buy recommendation comes as the shares have broken even for the 1-year period, and look to rally from here with strong electronic device sales.

Kansas City Southern (KSU): Buy

7.6B Market Cap; 1.11% Yield

Overview:

KSU is a high quality, small, middle America company currently trading at $70.09 per share. KSU has a strong expansion profile and should double if not triple from its current 7.7B market cap in the coming decade. Middle America is experiencing a renaissance of sorts from farming, livestock and the booming oil and gas operations. KSU is well positioned to chug higher in the long-term.

Earnings Outlook:

Kansas City Southern reported a strong Q1, and the expansion story is intact. KSU is pricey for a train company, but paying up for the growth long term is well worth it. The shares currently trade at 21x earnings, but look to earn $4.15 per share for their 2013 campaign, or 16x earnings. Plain and simple KSU is a growth story and is priced as one. The stock has been a huge winner over the last decade and shows no sign of slowing down.

KSU is a great buy for investors looking for growth or US exposure. The shares are down substantially from their 52-week high of $79.50 and look over sold. The SBFI buy recommendation comes as JP Morgan (JPM) re-confirms US economic growth.

TOTAL S.A. (TOT): Buy

99.6B Market Cap; 6.72% Yield (before 25% div. tax)

Overview:

Total SA is a french oil giant; and my top pick of the supermajors.

"Total is a French multinational oil and gas company and one of the six "Supermajor" oil companies in the world. Its businesses cover the entire oil and gas chain, from crude oil and natural gas exploration and production to power generation, transportation, refining, petroleum product marketing, and international crude oil and product trading. Total is also a large-scale chemicals manufacturer. The company has its head office in the Tour Total in the La Defense district in Courbevoie, West of Paris." from Wikipedia

Earnings Outlook:

Total SA shares currently trade at $44.18, 6.8x earnings, and pay the holder a +5% dividend after taxes. The shares suffer the misfortune of trading in Paris, despite doing most of their production globally. TOT trades at a steep discount to its supermajor peers, example: Exxon Mobile (XOM) 10.3x earnings.

TOT is simply unloved and over sold. The shares traded above $55 just a few months ago in February, and can now be bought for $44.18. A small bull market will send Total SA shares much higher, or pay you to wait, or both.

Total SA is a great addition to any portfolio looking for value, yield, EU exposure, and Energy exposure. Many will say European equities bring risk, but remember money is made when there is "blood in the streets". The monster yield capped the decline at 7%, shares won't fall much further than that. Buy low, sell high.

Source: Buy The Pullback In Qualcomm And 2 Other Recommendations

Additional disclosure: I am already long KSU