The Investors Next Door

Trying to figure out the best movesin today's market? Listen to the strategies from members of some of the nation's leading investment clubs.

Rate Costco (Nasdaq: COST) $31.85 13.9% Starbucks (Nasdaq: SBUX) 18.63 21.7 Wellpoint Health Systems (NYSE: WLP) 66.31 15.7

BLACK WOMEN INVESTMENT CORP.

Stock
(Exchange: Ticker)  Price at
Recommendation*  5-Year Estimated
EPS Growth Rate Harley-Davidson (NYSE: HDI) $42.83 18.5% Oracle (Nasdaq: ORCL) 9.01 18.2 CISCO (Nasdaq: CSCO) 11.36 20.3

BAUNITA GREER/ NAIC NEW YORK CHAPTER

Stock
(Exchange: Ticker)  Price at
Recommendation*  5-Year Estimated
EPS Growth Rate Pfizer (NYSE: PFE) $29.75 16.3% Amgen (Nasdaq: AMGN) 42.22 20.1 Target (NYSE: TGT) 31.50 14.8 *AS OF AUGUST 5, 2002
SOURCES: YAHOO! FINANCE.COM; ZACKS.COM

 

October 2001 B.E. Stock Update
With war, terrorism, and corporate scandals, it’s no surprise that the stock picks of last October’s roundtable participants were pummeled. Harboring a penchant for name-brand equities and market leaders, our stock pickers — James Francis, CEO of Paradigm Asset Management Co. L.L.C. (No. 10 on the BE ASSET MANAGERS list with $1.5 billion in assets under management); Rahimah Lateef, head of the Convertible Group/Securities Investment Department for New York Life Investment Management L.L.C.; Michael Ray, head equity trader for Baltimore-based Legg Mason Funds Management’s mutual fund group; and Mark D. Lay, CEO of MDL Capital Management Inc. (No. 7 on the BE ASSET MANAGERS list with $3.2 billion in assets under management) — didn’t identify one stock that produced a total return better than -13.45%. Our panel, however, offered advice that investors should heed: develop a diversified portfolio of equities and bonds — and think long-term.

James Francis, Paradigm Asset Management

Company
(Exchange: Ticker)

Current Price*

Price at
Recommendation†

Total Return

Current Value
of $1,000
Investment

Harley-Davidson (NYSE: HDI) $46.96 $49.49 –5.11% $948.88
Home Depot (NYSE: HD) 28.29 48.46 –41.62 583.78
TMP Worldwide (Nasdaq: TMPW) 9.32 49.58 –81.20 187.98
Stock Pick Average     –42.65%  
Current Value of $3,000 Investment       $1,720.64

Rahimah Lateef, New York Life Investment Management

Company
(Exchange: Ticker)

Current Price*

Price at
Recommendation†

Total Return

Current Value
of $1,000
Investment

Barnes & Noble (NYSE: BKS) $20.05 $40.66 –50.69% $493.11
Venator* (NYSE: Z) 9.65 17.83 –45.88 541.22
School Specialty (Nasdaq: SCHS) 21.40 38.80 –44.85 551.55
Stock Pick Average     –47.14%  
Current Value of $3,000 Investment       $1,585.88
*CURRENTLY KNOWN AS FOOT LOCKER INC.

Michael Ray, Legg Mason Funds Management

Company
(Exchange: Ticker)

Current Price*

Price at
Recommendation†

Total Return

Current Value
of $1,000
Investment

Citigroup (NYSE: C) $34.31 $49.64 –30.88% $691.18
SBC Communications (NYSE: SBC) 26.96 44.52 –39.44 605.57
Gateway (NYSE: GTW) 4.00 11.03 –63.74 362.65
Stock Pick Average     –44.69%  
Current Value of $3,000 Investment       $1,659.40

Mark D. Lay, MDL Capital Management

Company
(Exchange: Ticker)

Current Price*

Price at
Recommendation†

Total Return

Current Value
of $1,000
Investment

Veritas Software (Nasdaq: VRTS) $17.83 $38.66 –53.88% $461.20
Wal-Mart (NYSE: WMT) 49.20 53.60 –8.21 917.91
Lucent (NYSE: LU) 1.49 6.51 –77.11 228.88
Stock Pick Average     –46.40%  
Current Value of $3,000 Investment       $1,607.99
SOURCES: YAHOO! FINANCE TOTAL RETURN REFLECTS STOCK
APPRECIATION AND INCLUDES STOCK SPLITS AND DIVIDENDS
†AS OF AUG. 10,

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