GlaxoSmithKline: This 5% Yielder Is Looking Resurgent

By Bret Jensen:The market has had a great run over the last five months or so. Unfortunately, my value screens are turning up much fewer deep bargains that they were last October. One stock that continually shows up as deeply undervalued and has not participated in the rally so far this year is Halliburton (HAL)7 reasons HAL is a great buy at $35 a share:

By Bret Jensen:I am still reticent to put much money in American banks due to increasing regulation, a backlog of litigation, a moribund housing market and small dividends.

By Bret Jensen:I continue to be bullish on energy MLP's. They provide very substantial income, cash flow is growing, new technology is continuing to make energy assets much more productive and more and more industries are moving to natural gas from coal. Here is another high yielding play with reasonable valuations to consider for investors looking for dividend yield and growth. 7 Reasons to NGLS is a solid buy for income seeking investors at $42:

By Bret Jensen:Citigroup's recent article about North America becoming the next Middle East for energy by 2020 was a provocative and entertaining piece of journalism. It also confirmed my own view that we are going through seismic shift in domestic energy production.

By Bret Jensen:FBR Capital came out with opinion that Endeavour International (END) was a buy on any pullback as a result of news of a slight delay in production on its Bacchus assets.

By Bret Jensen:In an uncertain market like the one we are currently facing, I have found finding stocks with a healthy yield is a solid defensive strategy. Every now and again I am fortunate to find an equity with a solid and growing yield, good growth prospects and that is starting to attract insider buying. One such stock is Daktronics (DAKT).

By Bret Jensen:Stern Agee came out today with a positive piece on gold miners. The analyst firm called the sector "underowned and underpriced." Highlighted below are two of its top picks in the space, which are both cheap given their growth prospects and valuations.

By Bret Jensen:Although I am cautious on the market overall, there are still some sectors that offer good value. The tech sector seems to offer some compelling values right here. One stock I like is Teradyne Inc. (TER). It has improving earnings estimates, low valuations and a cash rich balance sheet.