More CAPS stock picks

I thought I would share some more of my "Motley Fool" CAPS stock picks:

Weyerhaeuser Company (WY): High dividend, low P/E, growing sector. Have to watch the debt leverage, but otherwise seems undervalued.

First Solar (FSLR): Sunny future!

Tesla Motors Inc. (TSLA): SHORT: May not be burning gas, but is burning money. Cars too expensive, cannot compete with the Toyota Prius or Chevy Volt.

SanDisk Corp (SNDK): Low P/E, growing earnings, buying solid state memory technology.

Petroleo Brasileiro S.A. (ADR) (PBR): Low P/E, expanding reserves and production, high oil prices.

Infinera (INFN): Technological breakthroughs, low valuation.

CenturyLink, Inc. (CTL): Low P/E, high dividend, high cash flow.

Toyota Motor Corp (ADR) (TM): Eventually, will overcome earthquake and recall woes, and go back to being the most innovative and well run auto company in the world.

Activision Blizzard (ATVI): Fabulous portfolio of games. Moving into new media.

Consolidated Edison, Inc. (ED): High dividend yield, stable yield, relatively low P/E.

Banco Santander Central Hispano SA (STD): Spain's public debt with respect to GDP is low. They are reducing the public deficit. Other than being part of the PIGS acronym, there is no similarity with Greece, Ireland, Italy or Portugal. Santander itself is expanding in Latin America and other markets. [also, today the Greek Parliament approved the adjustment plan, paving the way to calm the euro market].

Terra Nitrogen Company, L.P. (TNH): High dividend yield, low P/E. [you may be catching a trend here: I like high dividends and low P/Es!].

Hatteras Financial (HTS): Great yields, great growth, intelligent bet on ARM mortgages, what's not to like?

Chimera Investment (CIM): Despite its chimerical name, another company with an outstanding yield, low P/E, and obligated to pay out dividends.

Pacific Biosciences of California (PACB): Is gearing up for explosive growth in demand for its low-cost DNA sequencing machines.

Stratasys (SSYS): Huge growth potential in its revolutionary 3D printers (really, customizable micro-manufacturing plants).

Winnebago Industries, Inc. (WGO): Retiring baby boomers.

Aeropostale, Inc. (ARO): If some intelligent people picked it at $30, I guess there is not much risk in picking it at $17.

Claymore/AlphaShares China Small Cap ETF (HAO): investment in medium (small cap) enterprises in China, explosive growth potential. Also, currently undervalued.

Cisco Systems, Inc. (CSCO): Low P/E, good fundamentals, this stock will recover.

Most of these are beating the S&P 500 index since I picked them.

The usual disclaimers apply.