What Firms Look Good This Year-and why they do

A number of firms are looking good to Pat Dorsey,Director of Research and Strategy at Sanibel Captiva Trust Company.For example,Kinder Morgan,Inc.'s oil and gas pipelines are not linked to commodity prices.They have a tollgate quality;people keep using them regardless.
Financial exchange CME Group generates 60% operating margins.It is phenomenally profitable at 12x earnings.
Pharmacy benefits manager Express Scripts is given more of an advantage by the growth of mail order prescriptions.It is also making more money off of generic drugs than patented ones.
National Oil Well Varco is the leading provider of oil drilling equipment.It is benefiting from the increased mechanization of natural gas extraction.
Oracle data bases are never removed by clients.That would be prohibitively expensive.Oracle has a tremendous free cash yield of 11%,and their core data base business is growing at a rate of 5-6% a year.
Sanibel Captiva serves a full range of investors,from individuals and businesses to families and institutions.Its wealth management practice is based on the most rigorous research for the purpose of ensuring the highest possible level of stable returns.The trust company is located in Sanibel,Florida.
Oracle(ORCL),National Oil Well Varco(NOV),Express Scripts(ESRX),Kinder Morgan,Inc.(KMI),CME Group(CME)