Preserving Your Portfolio

Our panel of expert money managers shows you how to make sure your earnings from the current market rebound don't get washed away

valign=”middle”>$43.80 $66.00 Kellogg (NYSE: K) 38.00 63.00 Fannie Mae Corp. (NYSE: FNM) 76.46 107.00

*AS OF JAN. 28, 2004

 

STEPHEN COLEMAN DAEDALUS CAPITAL L.L.C.
STOCKS ARE ESSENTIAL. TIME IS YOUR BEST ALLY.

THE PICKS
Nortel: I like Nortel because the core of its business–about 45% right now–is the wireless area, infrastructure, and equipment. It’s mobile phones today, but, ultimately, the entire Internet is a wireless phenomenon: high speed, broadband, etc. I see Nortel as a leader there.

Charter Communications: Because it was expected to have been abandoned by Paul Allen, one of the wealthiest men in the world, the stock price plummeted. We think it should be right between $13 and $15 a share. It’s a cable company with a thriving broadband business.

Wireless Facilities: It was $40. In 60 days, it fell to $3.50. Metricom, one of its customers, went bankrupt and wrote off $13.6 million. Wireless Facilities is in the business of designing, constructing, and managing wireless infrastructure. It built a lot of Verizon’s backbone on the wireless side. Within six months of identifying a problem, they were profitable again. I see Wireless Facilities, three to five years out, at 40 bucks.

     
Company (Exchange: Ticker) Price at
Recommendation*
36-Month
Price Target
Nortel Networks (NYSE: NT) $6.46 $20.00
Charter Communications (Nasdaq: CHTR) 4.78 13.00
Wireless Facilities (Nasdaq: WFII) 14.80 40.00

*AS OF JAN. 28, 2004

LAST YEAR’S PICKS

Company (Exchange: Ticker) Recent
Price
Price at
Recommendation*
Total
Return**
Current Value
of $1,000
Investment

MICHAEL SMITH
PROFOCUS INC.

eBay Inc. (Nasdaq: EBAY) $69.35 $37.64 84.25% $1,842.45
Health Mgt. Assoc. (NYSE: HMA) $24.28 $18.34 32.39% $1,323.90
Royce Special Equity (RYSEX) $18.22 $13.64 33.58% $1,335.78
Portfolio Performance 50.07%
Current Value of $3,000 Investment $4,502.13

DALE BRYANT
THE BRYANT GROUP

Watson Pharmaceuticals (NYSE: WPI) $47.49 $29.67 60.06% $1,600.61
Dollar Tree Stores (Nasdaq: DLTR) $32.00 $22.70 40.97% $1,409.69
Golden West Financial (NYSE: GDW) $103.10 $72.97 41.29% $1,412.91
Portfolio Performance 47.44%
Current Value of $3,000 Investment $4,423.21

CHERYL CREUZOT
WEALTH DEVELOPMENT STRATEGIES L.P.

Bramwell Growth (BRGRX) $19.56 $15.19*** 28.77% $1,287.70
Ameristock (AMSTX) $40.45 $31.22*** 29.56% $1,295.60
Navellier Mid-Cap Growth (NPMDX) $23.37 $16.50*** 41.64% $1,416.40
Janus Mid-Cap Value (JMCVX)**** $21.06 $13.98*** 5
0.64%
$1,506.40
Ariel (ARGFX) $47.17 $32.55*** 44.92% $1,449.20
20th Century Int’l Growth (TWIEX) $8.27 $5.98*** 38.29% $1,382.90
Strong Government Securities (STVSX) $10.97 $10.60*** 3.49% $1,034.90
Columbia High-Yield (CMHYX) $8.72 $7.90*** 10.38% $1,103.80
Portfolio Performance 30.96%
Current Value of $8,000 Investment $10,476.90

PIERRE DUNAGAN
THE DUNAGAN GROUP

Dell Computer (Nasdaq: DELL) $34.43 $24.38 41.22% $1,412.20
Walgreen Co. (NYSE: WAG) $34.86 $30.27 15.16% $1,151.60
Harley-Davidson (NYSE: HDI) $48.08 $41.47 15.94% $1,159.40
Portfolio Performance 24.11%
Current Value of $3,000 Investment $3,723.25

WALT CLARK
CLARK CAPITAL FINANCIAL

SBC Communications (NYSE: SBC) $26.42 $24.54 7.66% $1,076.61
J.P. Morgan Chase & Co. (NYSE: JPM) $39.60 $23.81 66.32% $1,663.17
Southwest Airlines (NYSE: LUV) $15.71 $13.02 20.66% $1,206.61
Portfolio Performance 31.55%
Current Value of $3,000 Investment $3,946.39

KATHLEEN WILLIAMS
WILLIAMS FINANCIAL SERVICES GROUP

Clipper (CFIMX) $90.05 $74.48 20.90% $1,209.05
American Century Target Mat 2015 Inv (BTFTX) $68.65 $64.25 6.85% $1,068.48
Jensen (JENSX) $23.56 $19.26 22.33% $1,223.26
Portfolio Performance 16.69%
Current Value of $3,000 Investment

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