The money managers bore out a common assertion from financial experts: stick with value. Although you can’t consider the showing anywhere close to stellar, the picks of Profit, a disciple of value investing, performed best: -1.11%. His top choice, Bank of America (NYSE: BAC), had a total return of 15.92%. Let’s take a look at the big losers. Viera’s four picks were mauled, producing a total return of -34.17%. The selections from St. Claire’s quantitative model were zapped as well. They had a total return of 47.93%. By far, the worst of the lot was the stocks chosen by MDL’s Sanders, which posted an abysmal total return of -59.50%.
|
Paul Viera, EARNEST Partners |
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|
Company (Exchange: Ticker) |
Current Price |
Price at |
Total Return |
Current Value |
| SunGard Data Systems (NYSE: SDS) |
$27.99 | $49.88 | -43.89% | $561.15 |
| Barr Laboratories (NYSE: BRL) |
73.15 | 73.38 | -0.31 | 996.87 |
| Powerwave Technologies (Nasdaq: PWAV) |
18.72 | 38.00 | -50.74 | 492.63 |
| Rite Aid (NYSE: RAD) |
2.26 | 3.88 | -41.75 | 582.47 |
| Portfolio Average | -34.17% | |||
| Current Value of $4,000 Investment | $2,633.12 | |||
| *AS OF JAN. 30, 2002 SOURCE: YAHOO! FINANCE.COM | ||||
|
Eugene Profit, Profit Value Fund |
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|
Company (Exchange: Ticker) |
Current Price |
Price at |
Total Return |
Current Value |
| Bank of America (NYSE: BAC) |
$61.66 | $53.19 | 15.92% | $1,159.24 |
| Microsoft (Nasdaq: MSFT) |
62.85 | 64.00 | -1.80 | 982.03 |
| Home Depot (NYSE: HD) |
49.07 | 44.75 | 9.65 | 1,096.54 |
| Walt Disney (NYSE: DIS) |
21.40 | 29.81 | -28.21 | 717.88 |
| Portfolio Average | -1.11% | |||
| Current Value of $4,000 Investment |
$3,955.69 | |||
| *AS OF JAN. 30, 2002 SOURCE: YAHOO! FINANCE.COM | ||||
|
Dail St. Claire, Amalgamated Bank• |
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|
Company (Exchange: Ticker) |
Current Price |
Price at |
Total Return |
Current Value |
| AMR Corp. (NYSE: AMR) | $25.02 | $36.75 | -31.92% | $681.00 |
| Power-one Inc. (Nasdaq: PWER) | 9.90 | 45.00 | -78.00 | 220.00 |
| Tellabs (Nasdaq: TLAB) | 14.93 | 60.94 | -75.50 | 245.00 |
| General Motors (NYSE: GM) | 50.36 | 53.75 | -6.31 | 936.93 |
| Portfolio Average | -47.93 | |||
| Current Value of $4,000 Investment | $2,082.93 | |||
| ST. CLAIRE’S AFFILIATION AT THE TIME OF THE ROUNDTABLE *AS OF JAN. 30, 2002 SOURCE: YAHOO! FINANCE.COM |
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|
Steve Saunders, MDL Capital |
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|
Company (Exchange: Ticker) |
Current Price |
Price at |
Total Return |
Current Value |
| EMC Corp. (NYSE: EMC) |
$16.50 | $79.06 | -79.13% | $209.00 |
| AOL Time Warner (NYSE: AOL) |
26.40 | 54.59 | -51.64 | 483.61 |
| Palm Inc. (Nasdaq: PALM) |
3.75 | 27.19 | -86.21 | 137.92 |
| Genentech (NYSE: DNA) |
48.25 | 61.13 | -21.07 | 789.30 |
| Portfolio Average | -59.50 | |||
| Current Value of $4,000 Investment |
$1,619.83 | |||
| *AS OF JAN. 30, 2002 SOURCE: YAHOO! FINANCE.COM | ||||
Semiconductors. I like the idea of semiconductors. The most popular products that are still being bought, even in a recession, were driven by chips, whether [they were in] digital cameras, camcorders, Xboxes, PlayStation 2s.
Consumer Products. Despite the fact that people are concerned about consumers’ buying capacity, there are still some good opportunities in areas that have some direct or indirect relationship to the [consumer products] area.
