Where To Invest For The Next 5 Years

With u.s. equities markets as volatile as ever, where do you go to find growth before the end of this decade? Our expert panelof money managers tells you what will be hot in 2010.

that allows them to make selling the TiVo hardware a smaller portion of their revenue mix. They are basically selling their service, and with big distribution, large profits should be right on the horizon. The long-term future growth rate is 35%.

 Amgen: One of the largest biotech companies that specializes in anti-anemia drugs. Has a new drug coming out, Nucogen, which increases the white blood cell count in cancer and AIDS patients. Growth has slowed, but will still earn 20% annually
*As of july 15, 2005
source: yahoo! Finance, dawn Alston Paige

KEN JOHNSON LOOMIS SAYLES & CO.

FUND (Ticker) Price at Recommendation* Five YearAnnualized Return
Loomis Sayles Bond (LSBRX) $13.69 11.08%
     
Vanguard Short-Term Bond Index (VBISX) 10.02 5.05
Harbor Bond Fund (HRBDX) 11.86 5.95**

I have three funds that I expect to do well in a rising interest rate environment. One is the Loomis Sayles Bond Fund. It’s a multi-sector fund so it gives you exposure across each sector of the bond market, particularly the global bond market, and it’s got a good long-term track record. A more conservative play on rising interest rates would be the Vanguard Short-Term Bond fund. It has an above average historical return and a rock bottom expense ratio. It’s a very attractive fund for an individual investor looking to establish a position in a bond portfolio going into a rising interest rate environment.

I would also recommend the Harbor Bond Fund, which is managed by Bill Gross at Pimco, a top bond manager. It’s an intermediate term fund with above average historical returns and above average historical risk. All of these funds carry five-star ratings from Morningstar.
*As of july 15, 2005
**One-year annualized total return
source: yahoo! Finance, ken johnson

 UPDATE ON 2004 PICKS
RON HOLT Hansberger Global Investors

Company (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return*** Current Value of $1,000 Investment
Samsung Electronics Co. Ltd. (KSE: 005930.KS) $542.30 $401.50 35.07% $1,350.69
Petroleo Brasileiro (NYSE: PBR) $51.06 $27.12 88.27% $1,882.74
Kingfisher PLC. (OTC: KGFHF.PK) $4.36 $5.25 -16.97% $830.25

Portfolio Performance: 35.46%
Current Value of $3,000 Investment: $4,063.69


EDDIE RAMOS
Brown Capital Management

Company (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return*** Current Value of $1,000 Investment
Teva Pharmaceutical Industries Ltd. (Nasdaq: TEVA) $30.97 $31.96 -3.10% $969.02
Wal-Mart de México (OTC: WMMVY.PK) $44.99 $30.05 49.72% $1,497.17
Esprit Holdings (HKSE: 0330.HK) $54.85 $33.53 63.58% $1,635.85

Portfolio Performance: 36.73%
Current Value of $3,000 Investment: $4,102.04

 

THOMAS MIMS Emerging Africa Ltd.

Company (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return*** Current Value of $1,000 Investment
AngloGold Ashanti Ltd. (NYSE: AU) $35.63 $31.37 13.58% $1,135.80
MISR International Bank (OTC: MIBZY) $4.24 $3.43 23.45% $1,234.50
Zambia Copper Investments Ltd. (OTC: ZMBBY) $0.65 $0.67 -3.45% $965.54

Portfolio Performance: 11.19
Current Value of $3,000 Investment: $3,335.83

 CLIFFORD MPARE Piedmont Investment Advisors

Company (Exchange: Ticker) Recent Price* Price at Recommendation** Total Return*** Current Value of $1,000 Investment
Medtronic Inc. (NYSE: MDT) $52.92 $49.72 6.44% $1,064.36
Doral Financial Corp. (NYSE: DRL) $16.54 $36.30 -54.44% $455.65
Nucor Corp.† (NYSE: NUE) $53.85 $38.57 39.62% $1,396.16

Portfolio Performance:

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