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Stock Opinions by Tobias Levkovich

TOP PICK
A defensive holding. Likes consumer staples at this time. High quality company, and predictable growth. Trades at about 25 X earnings. A little pricey, but worth it because of predictability.
misc consumer products
TOP PICK
Likes the energy area. Expects more exploration and drilling. Trading at around 13 X earnings. Well poised to take advantage of some activity.
oil / gas
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