Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sergio H who wrote (21663)	10/29/2000 7:02:36 PM
From: Ditchdigger	Respond to of 29382

Thanks Sergio,,one thing I will say for JAOSX, it has a great manager in Helen Young Hayes..The fund does hold some everyday names though,,but most have been battered pretty well,not that I don't think a few of them will go lower.Obviously, when last reported the fund is heavy into cellular,,which IMO is still where the future lies.I am still fearful of the Naz in the nearterm,so am looking for other alternatives for lesser exposure.. From the janus site Ticker Symbol: JAOSX About the Fund This fund invests primarily in companies located outside the U.S. Stocks are selected on their fundamental merits, rather than by geography, economic climate, industry sector or market capitalization, often resulting in an eclectic, yet broadly diversified portfolio —which may help to lessen the risks of foreign investing. Is It for You? Diversifying overseas can help your portfolio stay on track through all types of market conditions without you having to tinker with it. Since foreign markets often move out of synch with domestic markets, investing overseas may cushion a downturn in domestic markets. Fund Holdings Top Holdings Top Holdings as of 06/30/2000 Check Point Software Technologies, Ltd. China Telecom, Ltd. Koninklijke (Royal) Philips Electronics N.V. Nokia Oyj Nortel Networks Corp. NTT DoCoMo, Inc. Samsung Electronics Telefonaktiebolaget L.M. Ericsson Telefonos de Mexico S.A. (ADR) Vodafone Airtouch PLC Total (% of Portfolio) 32.01% Top 10 Industries Top 10 Industries 07/31/2000 % of Portfolio Cellular Telecommunications 15.72% Telecommunication Equipment 9.51% Telecommunication Services 6.26% Telephone - Integrated 5.64% Electronic Components 5.57% Electronic Components - Semiconductors 3.44% Computers - Integrated Systems 2.78% Computer Software 2.53% Diversified Operations 2.47% Oil Companies - Integrated 2.44% Total 56.36% Regional Exposure Regional Exposure 06/30/2000 % of Equities Europe 43.54% Pacific Rim 31.77% United States 5.88% Latin America 6.67% Other 12.13% 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. Foreign investing involves special risks such as currency fluctuations and political uncertainty. This fund concentrates in certain industry groups which may react similarly to market development. As a result, this fund may experience greater price volatility. Helen Young Hayes Funds Co-manager Janus Overseas Fund (Closed to New Investors) and Janus Worldwide Fund (Closed to New Investors) Resume Helen graduated magna cum laude from Yale University with a bachelor's degree in economics and has earned the right to use the Chartered Financial Analyst designation. She joined Janus in 1987 and has managed or co-managed Janus Worldwide Fund and Janus Overseas Fund since their inceptions. Helen was honored as Morningstar's 1997 International Fund Manager of the Year. Investment Approach "While many international fund managers focus on geographic regions or economic conditions, I invest one company at a time, regardless of country. Although this approach is much less prevalent in foreign investing, I have found it very effective."*