Hewlett-Packard (NYSE: HPQ) is by far the most interesting and misunderstood “value” play in the stock market during late 2012.
Quantemonics Investing (QI) is projecting US$500 a barrel for crude oil in 8 years, basically compounding at the same rate as it has since 1999, between 2012 and 2020. While mainstream prognosticators are confidently predicting oil will decline soon with today’s “Don’t Worry Be Happy” market sentiment backdrop, the truly contrarian stance may be to prepare for starkly higher oil and energy pricing.
Medtronic (NYSE: MDT) hits the mark for Quantemonics Investing (QI) as a terrific low beta, blue-chip investment idea that is both undervalued and defensive. Using the Quanteminics C.R.E.D.S. formula, MDT has been an exceptional value for new investors, trading under $40 per share in 2011 and early 2012.