Oracle, Discover and Tiffany are all expected to report year-over-year growth for their most recent quarters this week. Meanwhile, many will be looking for an updated snapshot of the housing market, with three sets of real-estate data coming out.
Wall Street's consensus sees the S&P 500 tacking on an 11% gain over the next 12 months -- with lots of ups and downs along the way. That has us inclined to play defense, with an eye toward bargain stocks paying generous, sustainable dividends. Here are our top 11 picks for 2011.

