Current Stock Picks: Pretty Standard (buyer's market)

Well, for anyone glancing to see which stocks I like (too bad my money is financing my new car and not stocks), here they are (from a note to a friend today):

I kind of agree with Jim Cramer (Mad Money) who said yesterday that while some claim that the sky is falling, the market really isn't doing horribly bad just because unemployment is high. If you buy in to any good solid companies right now you really can't go wrong a year or two down the road. Of those companies, I would say my best bet would be on Microsoft still (I'm using Windows 7 and can tell you everyone will buy this) or Carbo Ceramics (CRR). I would also look at BNI (they are way undervalued and are probably doing good business), PEP (I like the new CEO a lot), and JNJ (they still have cash up the wazoo).

Those are the 5 I would definitely head after right now. Railroads, pop, software, etc. which are fairly recession-proof to some extent. They're large caps too, which is what you should look at because now is the time to get a good price on large caps.