Tim, Here is part of the article that also made Bloomberg>
Citigroup, Others Liked by Paul Holland, Barron's Reports
Orlando, Florida, July 31 (Bloomberg) -- Citigroup Inc., Comverse Technology Ltd., RF Micro Devices Inc. and Qualcomm Inc. are among the favored stocks of Paul Holland, who manages a $375 million hedge fund for Orlando, Florida-based BPI Global Asset Management, Barron's reported. Holland likes Citigroup and Comverse because they're leaders in their respective industries, financial services and information-messaging systems provider. He also likes RF Micro Devices, which makes integrated circuits for cell phones, and Qualcomm, which develops cell-phone technology, because their products are in high demand as wireless networks for cellular phones, pagers and other equipment expand, Barron's said.
Armstrong World Industries Inc., Net.Bank Inc., and eToys Inc. are among the stocks that Holland is selling short, in the expectation that their shares prices will fall. (Barron's 8/2 36 www.barrons.com) NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min. |