Barron's Interview Lang Kirkpatrick
1403 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons3
DESCRIPTION:

Date updated:01-17-2009

Talking With Julie Lang Kirkpatrick, Portfolio Manager, Lang Asset Management

symbol name last price % change open
  • +
  • ADBE
    Adobe Systems Inc
  • $32.31
  • +0.81%
  • $32.48

She likes: Adobe Systems (ADBE); people need its product to share files, and it has had years of solid earnings growth. Plus, at a recent $20.83, the stock is down sharply from its 52-week high near 46. Earnings per share are an estimated $1.80 for '09 and $1.99 for '10.

People owning ADBE also tend to own: AIGBBYCAGCECOCSCOCSGGILD

TheStreet.com Rating: C What is this?

  • +
  • SY
    Sybase Inc
  • $40.83
  • +1.32%
  • $40.71

Mobile-software maker Sybase (SY) also makes her cut. "The stock is down big-time, the P/E is low at 13 and the price of sales is low for a growing mobile-software industry," she notes. The stock was recently at 24.86, down from a 52-week high near 37. Thomson Reuters puts earnings at $2.03 for '09 and $2.15 in '10.

People owning SY also tend to own: AMATBDGGEJNJMERMFIMSFT

TheStreet.com Rating: A- What is this?

  • +
  • JNJ
    Johnson And Johns
  • $62.76
  • +0.63%
  • $62.55

Johnson & Johnson (JNJ) is a similar story. "It's very inexpensive at 58. The P/E is 14 on trailing 12 months. They are relatively immune to the slowdown because of their wide range of products," she says. Earnings per should could climb to $4.64 a share in '09 and $5.05 in '10.

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • IJR
    Ishare Sp Sc 600
  • $52.20
  • +1.40%
  • $52.14

As for short-selling picks, she is looking at some index exchange-traded funds: iShares S&P Small Cap 600 Index (IJR), SPDR-Utility (XLU), iShares Dow Jones Transportation (IYT), S&P Midcap(MDY).

People owning IJR also tend to own: EVVMDYQQQQSPYADIBACCHK

TheStreet.com Rating: No Rating What is this?

  • +
  • XLU
    Utilities Sel Spd
  • $28.88
  • +1.01%
  • $28.84

As for short-selling picks, she is looking at some index exchange-traded funds: iShares S&P Small Cap 600 Index (IJR), SPDR-Utility (XLU), iShares Dow Jones Transportation (IYT), S&P Midcap(MDY).

People owning XLU also tend to own: AAPLACHADRECEOCHLCOGOCTRP

TheStreet.com Rating: No Rating What is this?

  • +
  • IYT
    Ishares Dj Trans
  • $69.75
  • +1.75%
  • $69.24

As for short-selling picks, she is looking at some index exchange-traded funds: iShares S&P Small Cap 600 Index (IJR), SPDR-Utility (XLU), iShares Dow Jones Transportation (IYT), S&P Midcap(MDY).

People owning IYT also tend to own: DOEWJGDXXHBAAPLDISFXI

TheStreet.com Rating: No Rating What is this?

  • +
  • MDY
    Spdr S&p Midcap 4
  • $127.35
  • +1.26%
  • $127.31

As for short-selling picks, she is looking at some index exchange-traded funds: iShares S&P Small Cap 600 Index (IJR), SPDR-Utility (XLU), iShares Dow Jones Transportation (IYT), S&P Midcap(MDY).

People owning MDY also tend to own: EEMXLEXLFXLKXLVEEBEZA

TheStreet.com Rating: No Rating What is this?

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Must-See Charts: Ralcorp, Del Mo...

By Jonas Elmerraji Posted on Feb. 9, 2010 With stocks continuing to underwhelm in yesterday’s trading session, the attention is turning toward trading. After all, tec...

02.09.10 | 12:06 PM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Feb. 8, 2010 Good Buys For Bad Times: This Barron’s article says with the U.S. economy expected to grow by only 3% in 2010, investors shou...

02.08.10 | 16:28 PM
Cramer's Take on Headline Stocks...

Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Regardless of why a stock is in...

02.08.10 | 14:45 PM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Investor an...

02.08.10 | 08:39 AM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
Speculation and Rumors
05.22.09 | 01:01 AM From author DaveOfDuke
Pump and Dump Schemes
08.01.09 | 10:52 AM From author CallaLilly
3 Steps to Better Putting
02.10.10 | 00:25 AM From author fanliping
more forums
Q. Hey Cramer! Happy Birthday ! Nee...
02.10.10 | 09:40 AM Asked by kjp712

A. TNH another..?

today 's lists
Analyst Upgrades

Analyst Upgrades and EPS estimate changes for Feb. 10, 2010. more

Rising on Unusual Volume

Here are some stocks that moved up on unusual volume on Feb. 9, 2010. more

Top Open-Market Insider Sales

Below is the list of the top open-market insider sales filed at the SEC on Feb. 8, 2010. more