Twice a week, on Tuesdays and Fridays, our investment segment on CNBC’s Kudlow and Company, will feature the "Kudlow Stock Club" selection of various investment ideas. No, they are not my stock picks; these recommendations come from our four and five star Morningstar rated portfolio managers—an elite club of investors with excellent track records down through the years. Here are the picks from Friday night's program:
David Sowerby, portfolio manager at Loomis Sayles & Company – (Mr. Sowerby is up 6 percent YTD, S&P up 3 ½)
ConocoPhillips COP
Franklin Resources BEN
Bear Stearns BSC
Abbott Labs ABT
Burlington Northern BNI
Texas Instruments TXN
Harris Corp HRS
Hewlett-Packard HPQ
Wyndham Worldwide WYN
Molson Coors TAP
Barry James, CFA, CIC is President and Portfolio Manager with James Investment Research, and President of the James Advantage Funds. (He's up 3 percent YTD)
McDonald’s MCD
PolyOne Corp POL
Merck MRK
Archer Daniels Midland ADM
American Physicians Capital ACAP
Goldman Sachs GS
Hewlett-Packard HPQ
Alliant Energy LNT
American Electric Power (AEP)
Valero Energy (VLO)
