Date updated:11-15-2008
Oppenheimer Quest Opportunity Vale Fund (QVOPX), which Ferreira has managed since the start of 2005, was down 23.5% this year through Nov. 12. But that's well ahead of the battered broad market. It puts the fund in the top 8% of its moderate-allocation category in the span, and it's been within the top 6% over the past one- (minus 21.1%), three- (minus 1.35%) and five- (2.34) year periods through Nov. 12, according to mutual-fund tracker Morningstar. And while the majority of stock-fund managers have lagged behind their benchmarks for the year, Quest Opportunity has swamped its bogey, the S&P 500, which was down 32.8% through Nov. 12. (Moderate-allocation funds can move among different assets but typically keep 50% to 70% in equities.)

-
GOOG
Google Inc. - $533.47
- +0.41%
- $532.385
With short rates now so low, Ferreira has begun to use the cash to buy cheap stocks. When Google 's (GOOG) stock price fell below 350 from a December 2007 high of 724.80, Ferreira increased Quest Opportunity's exposure from less than a quarter of a percent to 2.14%.

-
GOOG
Google Inc. - $533.47
- +0.41%
- $532.385
With short rates now so low, Ferreira has begun to use the cash to buy cheap stocks. When Google 's (GOOG) stock price fell below 350 from a December 2007 high of 724.80, Ferreira increased Quest Opportunity's exposure from less than a quarter of a percent to 2.14%.

-
RIMM
Research In Motio - $66.67
- -1.59%
- $67.83
He also made the fund's first commitment to BlackBerry maker Research In Motion and wireless-telecom giant Qualcomm at steep discounts from their highs. Ferreira notes that all three companies are attractive because "they don't have debt, they have significant cash [and] growing end markets, and they are trading at very cheap valuations." At time of purchase, Google was trading at 14 times forward earnings, RIM at 9 and Qualcomm at 11.

-
QCOM
Qualcomm Incorpor - $37.51
- -1.39%
- $N/A
He also made the fund's first commitment to BlackBerry maker Research In Motion and wireless-telecom giant Qualcomm at steep discounts from their highs. Ferreira notes that all three companies are attractive because "they don't have debt, they have significant cash [and] growing end markets, and they are trading at very cheap valuations." At time of purchase, Google was trading at 14 times forward earnings, RIM at 9 and Qualcomm at 11.

-
TTWO
Take-two Interact - $9.45
- +1.72%
- $9.35
Ferreira recently raised his holdings to 6.13%. "Management has only been in place for six quarters," Ferreira says, "and it has been able to build up in excess of $4 per share in cash, it has a pristine balance sheet, and it has generated $2 in earnings [from operations] in the first three quarters of this year, up significantly from last year." Take-Two is best known for its hugely popular Grand Theft Auto game. While Take-Two management was criticized for not accepting a recent bid from rival Electronic Arts, "we applaud the decision," Ferreira says. The offer was too conditional to succeed, but would have given EA a chance to "look under the hood" of Take-Two's development projects, he says.
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as future global participant and
population control...a good "dust
up" to thin the herd...so to speak
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