James Glassman's 10 Picks for 2012

These ten investing suggestions should do well for your portfolio in the New Year and beyond.

Once more into the breach. For the 13th time in the past 17 years (I got time off for good behavior), I am presenting readers with a list of ten stocks for the year ahead, culled from the selections of experts I admire.

My choices have done well, but 2011 was a setback. From the day we priced my picks through November 4, they lost an average of 2.6%. Over the same period, Standard & Poor’s 500-stock index gained 4.7%. The good news was that, in keeping with my penchant for downside protection, no single stock got clobbered. Worst was Cisco Systems (symbol CSCO), a selection from Calamos Growth Fund, which was down 24.7%. Best was Caribou Coffee (CBOU), from Bridgeway Ultra-Small Co. fund, up 32.1%.

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James K. Glassman
Contributing Columnist, Kiplinger's Personal Finance
James K. Glassman is a visiting fellow at the American Enterprise Institute. His most recent book is Safety Net: The Strategy for De-Risking Your Investments in a Time of Turbulence.