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Van Brady - FORBES GURU 43,000%

An SI Board Since January 1997

Posts	SubjectMarks	Bans
33	0	0

Emcee: Urlman	Type: Unmoderated

Introduction Compact

Every year Forbes has an annual stock-picking cotest which
offers twelve names as potential market beaters for the coming year. I would like to focus this thread on Van Brady but comments on other
FORBES articles and the participants are welcome.

The rules are simple. An analyst gets a shot, and if he beats
the market, he's invited back the next year; if not, he or she is
off the panel

IF I COULD PICK ONLY ONE
STATISTICAL SPOTLIGHT

Van Brady is a money manager at Presidio Management, which
handles $120 million mostly in hedge fundsin San Francisco. His 1996
stock pick FPAMedical Management, was up 242%!!!

Van Brady's the current hero of our pick-only-one contest.
His picks have beaten the market for eight years running. (There's
only 1 chance in 256 that random guessing could deliver such
consistency.) Had you bought every one of Brady's picks
beginning in 1989 and sold them at the end of each year, you would
have a cumulative gain (before trading costs and taxes) of 43,000%
by now.

For 1997 he picks Advance Paradigm <ADVP>, a Dallas firm
that helps insurers reduce spending on prescription drugs. The firm
went public only two months ago at 9 and recently traded at 11 3/4
<look below to see when article was published>. Brady expects its
profits to nearly double in calander 1997, to 60 cents a share.

----
I don't think I (Brian Cohen) will load the boat on ADVP, but I think
that If Van Brady beats the market in 1997 that In December of '97
I will be the first one on line to get the latest issue of
FORBES to buy this guys next stock pick. They say histortical
performance isn't indicative of future returns but someone
like Van Brady gets a cult followiing and hopefully everybody wins.

-Brian
P.S I can't beleive i'm thinking about 1998 already

SOURCE:Fobes Issue Date: January 13th 1997

Stuff in Italics was reprinted word for word.
I didn't copy the whole article. Hopefully the article
will show up in forbes.com

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
33	the header said 43,000%. Are people just supposed to take my "word"	Urlman	-	1/31/1997
32	Brian: Am I missing something here? I just received several messages from you	MENSO	-	1/31/1997
31	Ok, I'm intrigued by the 1990 "news". What's your point?	MENSO	-	1/31/1997
30	Thanks for doing such a great job. You really are the "King of URLs"	Gary Walter	-	1/30/1997
29	Brian; I made one pick back on Jan 6. That pick was WSL:ASE. At that time i	Matthew J. Levesque	-	1/30/1997
28	IF YOU COULD BUY (OR SELL) ONLY ONE.(STOCK) 01/08/90 By St	Urlman	-	1/30/1997
27	IF YOU COULD PICK JUST ONE.(STOCKS) 01/07/91 By Steven Ram	Urlman	-	1/30/1997
26	EMC top stock pick for '92 12/30/91	Urlman	-	1/30/1997
25	PICK JUST ONE.(STOCKS FOR 1992) By Steven Ramos and Warren	Urlman	-	1/30/1997
24	PICK JUST ONE. (STOCKS FOR 1992) By Stev	Urlman	-	1/30/1997
23	LONG SHOTS, SHORT SHOTS. 01/03/94 (STOCK FORECASTS) By Stev	Urlman	-	1/30/1997
22	If you could love only one. 01/04/93 (stocks) Steven Ramos	Urlman	-	1/30/1997
21	The bull and bear fund. 01/16/95(evaluations of stocks and price	Urlman	-	1/30/1997
20	Riding the bull Reifman, Shlomo Z. 01/01/9	Urlman	-	1/30/1997
19	Raffica: One who comes to mind is columnist Dreman. Laslo Biyrini has been ve	Paul Senior	-	1/18/1997
18	DITTO. (EOM)	Urlman	-	1/16/1997
17	Who are the better gurus coming out of Forbes ? The ADVP share price is up as o	Raffica	-	1/15/1997
16	Brian: re: the 1 in 256 chance. Say you pointed to Van Brady in '89 an	Paul Senior	-	1/11/1997
15	Paul, Some important factors to consider here is timimg. You <b>must<	Urlman	-	1/11/1997
14	Such as silly game really. You don't necessarily even get the manager'	Paul Senior	-	1/11/1997
13	Pete; What quote server are you using/ White Swan Resourses Ltd. is found on	Matthew J. Levesque	-	1/7/1997
12	Matt.. Why can't I get a quote on WSL? Do I have to enter it different sin	PETE DARRUDA	-	1/7/1997
11	Brian; My one stock pick for the year 1997 would be ASE:WSL. This stock I ant	Matthew J. Levesque	-	1/7/1997
10	C'mon you guys! The starting post does an excellent job of positioning t	MENSO	-	1/7/1997
9	nada...everyone is welcome here (EOM)	Urlman	-	1/6/1997

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