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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (20846)	9/4/2000 8:13:55 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 29382

howdy Sergio, hope you had a great holiday...While doing a bit of AMD DD, I stumbled on this info from my Janus account ..The Strategic Value fund has AMD as a top ten holding...Mr. Decker(also manages the Special Situtations fund-since "92") must think there is some AMD value in them thar hills <vbg>..a bold move for a value fund manager,but as a whole, value fund managers have been moving a bit more heavily to the riskier side to boost performance.. Janus Strategic Value Fund Fund Manager David Decker Ticker Symbol: JSVAX About the Fund This nondiversified fund will invest primarily in companies that have been overlooked or underappreciated by the market. Typically these companies will have strong management teams, increasing cash flows and rising returns on invested capital but for some reason are misunderstood by Wall Street. Is It for You? With its focus on valuation, Janus Strategic Value Fund seeks a favorable balance of risk and reward. By handpicking solid companies believed to be out of favor, the fund looks to participate in their growth while providing downside support. Fund Holdings Top Holdings Top Holdings as of 06/30/2000 3Com Corp. Advanced Micro Devices, Inc. Apple Computer, Inc. Coastal Corp. Comcast Corp. - Special Class A Johnson & Johnson Park Place Entertainment Corp. SBC Communications, Inc. TJX Companies, Inc. Tyco International, Ltd Total (% of Portfolio) 40.40% Top 10 Industries Top 10 Industries 07/31/2000 % of Portfolio Diversified Manufacturing Operations 8.13% Oil Companies - Integrated 6.82% Telephone - Integrated 5.05% Money Center Banks 4.70% Medical Products 4.24% Electronic Components - Semiconductors 4.13% Casino Hotels 3.71% Networking Products 3.65% Computers - Micro 3.43% Cable Television 3.20% Total 47.07% Regional Exposure Regional Exposure 07/31/2000 % of Equities Europe 3.03% Pacific Rim 4.92% United States 83.38% Latin America 2.76% Other 5.91% Total 100.00% Please see a prospectus for more information, including expenses. Read it carefully before you invest or send money. Past performance does not guarantee future results.