Getting The Scoop On Investing

Tune in to our panel of financial news commentators as they offer the best strategies for building your portfolio

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

Company (Exchange: Ticker)

Current Price

Price at
Recommendation*

Total Return

Current Value
$1,000 Investment

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

Company (Exchange: Ticker)

Current Price

Price at
Recommendation*

Total Return

Current Value
$1,000 Investment

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

Company (Exchange: Ticker)

Current Price

Price at
Recommendation*

Total Return

Current Value
$1,000 Investment

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

 Steve Saunders, MDL Capital

Company (Exchange: Ticker)

Current Price

Price at
Recommendation*

Total Return

Current Value
$1,000 Investment

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.

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