The usual disclaimer- consult your investment advisor- these ideas might or might not make sense in your own portfolio.
1. Nike (NKE) - the sporting goods manufacturer is suffering from tiger-itis BUT is it that big a deal? Golf is less than 4.8% of 2008 revenues. This company is strong in the Far and Middle East - trades at a reasonable multiple and looking to grow. Nike may well be the biggest exporter of Americana since Coca Cola.
2. Vanguard Inflation Prtoected Securities (VIPSX)- this fund performs in line with the TIPS marketplace and should benefit from the fact that the US government has been spending and borrowing. A no-load fund it is availale through Charles Schwab but a transaction fee is assessed.
3. Intel- (INTC) narrowly edged out Honeywell for the last spot, Intel sports 50+% margins and a 3.4% dividend. It seems that the tech sector is bottoming (note the reports from both Oracle and RIMM) - Intel has risen from a low of 13 but is now some 7% from its 52 week high.
Our best wishes for a happy holiday and prosperous 2010.