Andrew Feinberg's 4 Stock Picks for 2012

My final four for the New Year's portfolio include J.C. Penney, Ashland, Motorola Solutions and the Brick.

My choices for 2011 didn’t match the 99% average return of my 2010 picks, but they did just fine. Over the past year through November 4, my picks gained an average of 11.5%, compared with 4.7% for Standard & Poor’s 500-stock index. Hang on to American Capital (symbol ACAS), General Growth Properties (GGP) and Howard Hughes (HHC), but sell Ferrovial (FRRVY.PK) and Richardson Electronics (RELL).

Now, on to my final four for 2012.

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Andrew Feinberg
Contributing Columnist, Kiplinger's Personal Finance
Feinberg manages a New York City-based hedge fund called CJA Partners.