MasterCard (MA)

Base country: US Price: $413.90 Market Cap: $28.9b Annual revenue: $5.539b(2010) P/E (ttm): 26.13 Yield: 0.3% Along with Visa, MasterCard operates in a global near-duopoly for the processing of credit and debit transactions. Like a toll collector, it extracts a percentage of each electronic payment. Although still lagging behind Visa, MasterCard Unlike the bank that issues the card, MasterCard assumes no credit risk. Of course, it can suffer if the number of transactions declines. The U.S. market is relatively mature, but the rest of the world, including Asia and Africa, is fast catching up. MasterCard, headquartered in Purchase, N.Y., generates 65% of its revenues overseas. As more and more people choosing plastic credit card to paper cash, and with strong hold in European, Asian and African countries, I believe Mastercard hold a competitive edge to Visa in terms of Future Projection.
*Chinese Equivalent: China Union Pay (CUPDCZ:CH)

Novo Nordisk (NVO)

Base country: Denmark Price: $141.34 Market Cap: $78.74b Annual revenue: $10.2b(2010) P/E (ttm): 26.72 Yield: 1.3% The jewel to my crown, the leader in diabetes cares. Diabetes, caused by a lack of insulin needed to convert blood sugar into energy, affects 366 million people worldwide, killing one every seven seconds, the International Diabetes Federation estimates. By the end of this decade, UnitedHealth recently estimated, half of all adult Americans will be diabetic or pre-diabetic unless we suddenly change our diets and lose weight. Diabetes is also exploding in countries such as India and China, where diets and lifestyles are shifting abruptly as people see their incomes rise. The company plows 15% of sales each year back into research and development, which generates contraptions, such as pen-delivery systems for insulin, and new drugs, such as Victoza, a once-a-day insulin shot that,

as a positive side effect, promotes weight loss. First-quarter earnings missed estimates, hurt by slower-than-expected sales of Victoza, also a medicine for diabetics, and NovoSeven, a hemophilia treatment. But the miracle theyre working is the insulin pill. Instead of taking an injection to their body, Diabetes patient can take it in form of a pill. Although it will take years of experiment, trials and approval before theyre successful. I believe it is worth betting on. If successful, an insulin pill could reach peak sales of from $5 billion to $10 billion, estimates Vincent Meunier, an analyst at Exane BNP Paribas in Paris.

Bolt Technology Corp. (BOLT)

Base country: US Price: $12.47 Market Cap: $105.75m Annual revenue: $38.8m(2011) P/E (ttm): 19.22 Yield: 1.6% My smallest stock by market cap, Bolt Technology is a company whose main business are the manufacture of air guns that shoot sound waves to the ocean floor and produce data from the resulting rebound to pinpoint oil and gas reserves. Bolt also owns SeaBotix, which makes underwater robotic vehicles. Bolt holds 80% of the marine air-gun market, and the companys balance sheet is amazing, with no debt and $31.8 million in cash. Bolt offers the perfect combination of above-average return potential and a significant margin of safety.

Intel Corp. (INTC)

Base country: US Price: $25.76 Market Cap: $129.50b Annual revenue: $54.06b(2011) P/E (ttm): 10.89 Yield: 3.20% Intel is the worlds largest microchip manufacturer. The U.S. economy may be sluggish, but, thanks to rapid growth in emerging markets, the global economy as a whole is doing pretty well, and Intel gets 85% of its sales abroad. Value Line projects that Intel will generate sales of $57 billion in

2012, up from $35 billion in 2009. The stock, which yields 3.2%, looks cheap.

Microsoft (MSFT)
Base country: US Price: $29.15 Market Cap: $244.05b Annual revenue: $69.94b(2011) P/E (ttm): 10.68 Yield: 2.7% Even as the firm has consistently beaten earnings forecasts, Microsoft stock have been flat compare to the meteoric rise of Apple stock. The prospects of Windows 8; the upcoming version of Microsofts personalcomputer operating system, which will contain features aimed at smartphone and tablet users, drawn value oriented stock pickers to pour money into the company. If the launch is successful, it could restore Microsofts reputation as a great growth stock, which has made the transition from super growth stock to must have value stock. Microsofts gaming and business-services units remain vibrant. Microsoft is loaded with cash and keeps raking in billions from its OS and its Office software, with enough growth to keep the PEG ratio under 1.0. A PEG ratio of less than 1.0 usually indicates a bargain.

Dover Corp. (DOV)

Base country: US Price: $57.89 Market Cap: $10.64b Annual revenue: $8.20b(2011) P/E (ttm): 12.17 Yield: 2.20% A conglomerate based in Downers Grove, Ill., with its Knowles Electronics unit that makes the tiny microphones used in cell phones and tablets from Apple, Nokia and Sony Ericsson. Refrigerated display cases in grocery and convenience stores are made by Hill Phoenix, another of Dover's 33 subsidiaries. Dover's Norris Production Solutions arm helps extract oil from aging wells. Better yet, the company is increasingly integrating related businesses, cutting costs and cross marketing, which should boost profit margins.

Target (TGT)
Base country: US Price: $57.58 Market Cap: $38.52b Annual revenue: $69.87b(2011) P/E (ttm): 13.46 Yield: 2.10% Target offers everything from T-shirts to TVs, is known for selling quality products at reasonable prices. In 2010, Target started remodeling stores to add attractive full-service grocery aisles, to attract more repeat customer to rival Wal Mart. More recently, it launched its RedCard, which offers customers a 5% discount at Target stores plus free shipping. In 2011, In US alone they opened 21 new stores across the country.

Schnitzer Steel Industries (SCHN)

Base country: US Price: $27.38 Market Cap: $755.12m Annual revenue: $3.76b(2011) P/E (ttm): 8.85 Yield: 2.80% Schnitzer main business model is selling recycled scrap metal to businesses in developing nations, such as China, Malaysia and Thailand. Profit margins have shrunk over the past year as demand for scrap metal has stagnated. But even modest economic growth could result in more cars going to the scrap heap, easing that imbalance. Meanwhile, it has been investing in technology to cut costs and improve efficiency. With some analysts forecasting annualized earnings growth of 15% over the next few years and the stock selling at just 11 times estimated year-ahead profits, it looks like a very good investment.

J.C Penney (JCP)

Base country: US Price: $27.94 Market Cap: $6.10b Annual revenue: $16.47b(2011)

P/E (ttm): N/A Yield: 2.90% Ron Johnson, the CEO of J.C Penney, is being hailed as the savior of retail, and after announcing Q1 loss, he is being viewed as the one who created a bad marketing and advertising strategy that can bring the company to the ground. I remain bullish. The Sephora cosmetics mini stores located within many Penney locations are helping drive traffic; exclusive offerings from the likes of Liz Claiborne, a brand Penney bought in October, will help as well. Johnson has indicated that the chain will engage in fewer promotions, which could save hundreds of millions in advertising yearly. Penneys liquidation value is at least equal to its $27.94 share price, and in a few years Penney could earn $5 a share. All this explains why top hedge-fund manager Bill Ackman, of Pershing Square, is Penneys largest shareholder, with a 17.9% stake. The stock could double before most of the world recognizes the remarkable turnaround thats about to take place.

Ashland Inc. (ASH)

Base country: US Price: $64.44 Market Cap: $5.06b Annual revenue: $7.52b(2011) P/E (ttm): 41.80 Yield: 1.40% As one of the big player in specialty chemicals, Ashland Inc. makes components of personal-care products and drugs (binders, tablet coatings), water-treatment chemicals and Valvoline motor oil. The firm is ripe for a restructuring that would boost the stock. Mr. Alexander Roepers; of Atlantic Investment Management, says Ashland could spin off the Valvoline business, sell its adhesives segment or unload the water business; he sees the shares doubling in 12 to 18 months.

Motorola Solutions (MSI)

Base country: US Price: $48.01 Market Cap: $14.04b Annual revenue: $8.203b(2011) P/E (ttm): 19.59

Yield: 1.80% This is the Motorola that Google didnt buy. Compare to its handset-making cousin, Solutions has a far stronger franchise. It dominates the two-way radio market for municipal safety workers. It also makes bar-code readers and rugged devices for mobile computing. Solutions sales are expected to increase 5% to 7% a year. Business has been particularly strong in Asia and Latin America. Management has cut costs, initiated a dividend (the stock yields 1.8%) and announced a $2 billion share buyback. I personally recommend this stock.

The Brick (BRK.TO)

Base country: Canada Price: $3.76 Market Cap: $486.91m Annual revenue: N/A P/E (ttm): 11.93 Yield: 1.80% The Brick, now Canadas largest independent volume retailer of furniture, appliances an electronics. The Brick almost went bankrupt in 2009 under previous management and insiders largely control its stock; hardly any brokers or money managers follow the firm. It has a profitable financial-services unit and a fast-growing franchising business, plus $85 million in cash after subtracting debt. Guy Gottfried, of Toronto-based Rational Investment Group, thinks the stock could hit $7 by 2014.

Safaricom Ltd (SAFCOM:Nairobi)

Base country: Kenya Price: $3.25 Market Cap: $1.539b Annual revenue: $1.257b(2011) P/E (ttm): 10.20 Yield: N/A A customer oriented stock; Safaricom is the biggest wireless-service provider in Kenya. It offers cellular telephone and Internet access services in Kenya. My friend personally offered me a chance to join in Telecommunication industry and LPG business in Africa; due to a number of factors I pick telecommunication as a starter.

Wilmar International Ltd (WLMIY:US)

Base country: Singapore Price: $28.95 Market Cap: $23.75b Annual revenue: $44.71b(2011) P/E (ttm): N/A Yield: 1.67% My family is closely related to Martua Sitorus (founder of Wilmar International Ltd.) as my uncles sister is married to the Sitorus Clan. As the world's largest processor and merchandiser of palm and lauric oils, as well as largest in edible oils refining and fractionation, oleochemicals, specialty fats, palm biodiesel and merchandiser of consumer pack oils worldwide plus other several other recognition and achievement. With 400+ subsidiary companies, with the most recent achievement; the very first bio refinery plant for jets in Indonesia commenced operations in December 2011 and it will produce 500 tons of biofuel per day in Q4 2012, 80 percent of it would be biodiesel while the rest will be bio-olefin, the most important components for aviation biofuel, although still needed further processing.

End Note
I have chosen these securities because I expect them to beat the market over the year. But I am a believer in long-term investing, and I consider these as a long-term holdings. The companies vary by sector and size, but they arent meant to represent a truly diversified portfolio. These are just a brief report on a number of stocks that Im following. Ultimately, I believe the team can help me make a better judgment.
Disclaimer: All the data and information above are obtained from numerous media and press release. I do not own any information from the above. All quotes are taken during a specific time during the market hours.