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. - $569.964
- -0.53%
- $569.99
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. - $569.964
- -0.53%
- $569.99
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 - $59.72
- +1.50%
- $57.84
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 - $45.10
- +0.02%
- $44.83
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.

-
TTWO
Take-two Interact - $11.20
- -0.71%
- $11.21
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.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Bernard L. Madoff Inve...
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Echo5Joker's Portfolio
- » jgroov Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...
By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...
By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...
By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...
A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more
Analyst Upgrades or Estimate Increases for Nov. 20, 2009. Read more here. more
Analyst Downgrades or Estimate Reductions for Nov. 20, 2009. Read more here. more











Comments not available