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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (20892)	3/16/2005 1:11:38 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78602

BusinessWeek is out with their list of Best Fund Managers 2005. I'll comment on some of the stocks these folks mentioned in BusinessWeek that were mentioned here too and that I might own or be interested in investigating: Brian Rogers (PRFDX): Likes dividends and likes to hold at least three years. Bought KO last year when it was at or under $40. "Recently" bought BUD. "Growth stocks are cheap by historical standards," he is quoted as saying. He likes TWX, VIA, WYE. I don't have Wyeth any longer. I'm still holding Time Warner from when it was discussed here (2002)... but getting mighty tired of this going-nowhere stock. Holding on to my small VIA position also. Thyra Zerhusen (CHTTX): In the past few years whenever I've seen her interviewed on TV or in Barron's, she has always recommended UIS - as she now again says she favors. She is one tough convinced lady given that UIS has continued to disappoint and it's still a very top holding in her fund. finance.yahoo.com I have kept passing UIS, but maybe it's time again for a re-look. (I ignored my buddy's recommendation in 1990-91 when company was in real trouble and he was buying in $2 range. Kinda colored my outlook on this company --- always suspicious whenever I re-visit the stock that the business could turn down similarly and the stock see $2 again.) Additionally, fwiw, I notice that among the stocks in her fund, she has (as of 3 months ago) several stocks I also have. I'm considering adding to ANDW; I've sold most Mattel; I've sold half my exploratory position in Scholastic; I still have an exploratory position in PerkinElmer which I may soon sell. I never had Bunge (performed well for those who bought when it was mentioned here, if I recall right). Robert Smith (TRSAX): "A lot of really smart people work hard in this business and don't do well because they're afraid of taking any risks," he says. "They don't want to own troubled companies because they're afraid of looking foolish". Ah that old pride/shame ratio factor. -g- "Smith believes many blue chips are relatively cheap." WMT, GE, and MSFT mentioned. I notice that ACS was or is in his fund too; that's a stock discussed here last year. It's only a few points off its low now and with a relatively okay psr. I'll look at ACS again. businessweek.com