2011 Winners Likely To Continue Outperforming In 2012

By Saibus Research:On Aug. 2, Kraft Foods (KFT) reported its latest quarterly results based on its current structure as a worldwide food products company. We were pleased to see that it continues to exceed consensus analyst expectations, as well as made steady progress in its corporate restructuring.

By Saibus Research:We were pleased to get a positive reception on our first report about Philip Morris International (PM).

By Saibus Research:We have held a long position in Philip Morris International (PM) since March 31, 1999, when it and Kraft Foods (KFT) were both part of the Philip Morris Companies (MO) and we have been pleased with the results of the company and its spin-offs during this time.

By Clemens Scholl: At the beginning of 2001, the stock of Philip Morris Companies (MO) was trading at around $40, and the company named itself the "Philip Morris family of companies." This family has grown apart today but the emphasis is on the growth part of this development.

According to GuruFocus Insider Data, these are the largest insider buys during the past week: International Business Machines (IBM), Bank of America Corp. (BAC), Simon Property Inc. (SPG), Hess Corp. (HES), and Valeant Pharmaceutical Corp. (VRX). International Business Machines (IBM): Director David N. Farr Bought 1,108 Shares Director of International Business Machines, David N. Farr, ...

By Takeover Analyst:Food producers Kraft Foods (KFT) and Sara Lee (SLE) are preferred on the Street with ratings of a "buy" or better, according to T1 Banker. Based on my review of the fundamentals, I share the Street's preference for Kraft but am more reserved about Sara Lee.

By The Independent Investor:Stabile stock prices, nice dividends, and strong returns. That is what most dividend stocks have offered investors over the past three years.

By Dana Blankenhorn: If you just look at the numbers, there's little to choose between International Business Machines Corporation (IBM) and Oracle Corporation (ORCL). Oracle has a higher P/E but IBM has a higher yield. Oracle has more cash but IBM is a bigger company.