Morgan Stanley selects 20 stocks for the long term, based on "competitive advantages, business...

Morgan Stanley selects 20 stocks for the long term, based on "competitive advantages, business model, pricing power, cost efficiency and growth": AMZN, AMT, BLK, CPN, CP, CVX, COST, EL, GILD, HON, JPM, LTD, MON, NWSA, PM, RPM, SBUX, SYMC, TMO, WMB.

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Comments (13)
  • peter9810
    , contributor
    Comments (82) | Send Message
    AMT & CVX...No Brainer.
    15 Mar 2013, 07:41 PM Reply Like
  • Ericbo
    , contributor
    Comments (64) | Send Message
    Peter... Re CVX, I fully agree. I've had a DRIP with CVX since 1992 and have stayed with it through ups an downs. The future vibes look to be extremely positive for this company. I'm staying with it and, along the way, reinvesting my over $3000 a quarter dividends. Steady investing in a DRIP, with the right stocks, of course, is a great way to build value over time.
    16 Mar 2013, 12:44 AM Reply Like
  • WisPokerGuy
    , contributor
    Comments (1361) | Send Message
    I'm sorry. With a 3500 P/E I wouldn't touch Amazon at it's current price with a 10' pole. They may very well end up dominating all-things retail, but until they show that can actually have some consistent net income generation I say: Stay Away!
    15 Mar 2013, 07:48 PM Reply Like
  • chopchop0
    , contributor
    Comments (5157) | Send Message
    yup. AMZN may have a competitive moat going forward, but the two components to good long-term investing IMO is finding a moat AND a finding a reasonable valuation for it
    15 Mar 2013, 08:29 PM Reply Like
  • pfifla1
    , contributor
    Comments (609) | Send Message
    one should never over pay for a moat... especially when the entry costs are relatively low. I love amazon - as a prime member i buy all sorts of random stuff on there. so when it came to buying a new 70" TV they did not get my business - about 200$ more expensive! So by all means AMZN keep giving me free 2nd day shipment on my 14$ vacuum seal bags. The whole concept is illogical but as a customer its great!
    16 Mar 2013, 05:29 AM Reply Like
  • 215304
    , contributor
    Comments (689) | Send Message
    Pricing power and Amazon in the same sentence, please! Amazon cannot raise prices without losing revenue/market share. Amazon has the opposite of pricing power; it is forced to price lower than the competition, often at a loss to maintain a competitive advantage, Kindle Fire pricing is an example. This is a major factor why Amazon doesn't earn any money to speak of. Companies with pricing power usually have high margins and earn gobs of money, like Apple, Samsung, Google etc.
    15 Mar 2013, 09:11 PM Reply Like
  • ATG1977
    , contributor
    Comments (159) | Send Message
    Long GILD
    16 Mar 2013, 01:56 AM Reply Like
  • pfifla1
    , contributor
    Comments (609) | Send Message
    I own CVX and JPM but for the most part think there are better choices for the rest of the list....
    16 Mar 2013, 05:32 AM Reply Like
  • HS
    , contributor
    Comments (212) | Send Message
    Listing AMZN is most likely related to the expected IB fees from the upcoming (additional) debt offering as AMZN's business model yields decreasing margins with growing competition in each and every vertical that they are in. With so little transparency in its financial reports, is AMZN the next Enron?
    16 Mar 2013, 06:12 AM Reply Like
  • grahambp1978
    , contributor
    Comment (1) | Send Message
    Google is trying to bankrupt Amazon. Stay away!!
    16 Mar 2013, 06:34 AM Reply Like
  • whiff
    , contributor
    Comments (952) | Send Message
    With Morgan Stanley's usual lifetime money-back guarantee in case their advice sucks. In the "long term", they will be living very comfortably off of your money.
    16 Mar 2013, 07:46 AM Reply Like
  • gcwalsh
    , contributor
    Comments (6) | Send Message
    If that is the best they can do I would look elsewhere except for cvx and jpm.
    16 Mar 2013, 11:54 AM Reply Like
  • retpdguy
    , contributor
    Comments (204) | Send Message
    Nothing wrong with Philip Morris PM is steady with a 3.8 divvie.
    16 Mar 2013, 06:54 PM Reply Like
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