Names To Buy - 7/26/10

I wanted to post a quick message with some names I am rating as a buy right now:
1) Johnson & Johnson (JNJ) - $57.74 per share currently.  JNJ recently posted earnings of $1.21/share on the 21st of July, beating estimates.  JNJ is currently yielding 3.74% (the 10-year US Treasury is currently 3.03%), is trading at 2.54x price to sales and an 11.91 PE ratio.

2) Kimberly Clark (KMB) - $64.13 per share.  KMB just reported earnings of $1.20, beating by $.07.  KMB currently yields 4.12%, trades at 1.33x price to sales, 9.49x price to cash, and carries a 13.59 PE ratio.

Finally...
3) Marathon Oil (MRO) - $33.37 per share.  Marathon will report earnings on August 3rd.  MRO yields 3.00%, trades at .38x price to sales, 1.05x price to book, 5.26x price to cash flow, and carries a PE of 16.98. 

I think all three of these names are excessively cheap.  As I have detailed in other posts, I think the market is primed for a sustained up leg.  All of these names are yielding near or higher than the 10-year US Treasury, and have exception valuations, especially Marathon.