What Are Your Top Stock Picks For 2013?

I see tech, energy, and, certain areas of financials and consumer discretionary attractive in 2013. Don't chase the stocks that have run alot this year. And no, I'm not going to say apple, it's not enough of a value to entice me, it is trading at 4.5x book value and 9x price/cash flow, with margin compression and other international headwinds to worry about.

My favorites:

Tech:

Emc

Oracle

Yahoo on a pullback

Google

Energy:

Valero

National oilwell varco

Holly frontier

Consumer discretionary:

Macy's

Target

Foot Locker

CBS

Financials:

Discover financial

Raymond james financial

Met Life

Blackrock

I'm neutral on health care, staples, and materials. I feel utilities, and telecom will underperform based on valuations.

1

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Was Benjamin's pick a best pick or one to stay away from? He did not say which?