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!

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. Santander itself is expanding in Latin America and other markets..

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.

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.