Date updated:08-11-2007
This portfolio identifies the top picks of Barron's/ Value line top mutual-fund managers. The Barron's/Value link rankings of top 100 U.S. mutual-fund mangers are beating the market at the end of June and for the year. The top 20 average 9% YTD beating the broad market's return of 5%.

-
CPE
Callon Petroleum - $1.68
- 0.00%
- $N/A
Scott Barbee manages the No. 1 ranked Aegis Value. Scott is adding to his holdings in Callon Petroleum and Spansion. Aegis was down 10% in the past month, but is beating the Russell 2000 Value benchmark for the year.

-
SPSN
Spsn - $0.00
- N/A
- $N/A
Scott Barbee manages the No. 1 ranked Aegis Value. Scott is adding to his holdings in Callon Petroleum and Spansion. Aegis was down 10% in the past month, but is beating the Russell 2000 Value benchmark for the year.

-
SMSI
Smith Micro Softw - $6.78
- -1.17%
- $6.86
Michael Corbett manages the No. 5 ranked Perritt Micro Cap Opportunites. Last year Perritt was ranked 13. Perritt had a 21% annualized return for the past 5 years ranking him ahead of 95% of his peers. Corbett recently purchased shares of Smith Micro Software, a wireless-communication software maker.

-
IBM
Intl Business Mac - $127.93
- -0.21%
- $127.90
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
F
Ford Motor Co - $8.81
- +0.92%
- $8.80
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
STT
State Street Cp - $41.56
- -0.43%
- $41.57
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
FTEK
Fuel Tech - $9.59
- 0.00%
- $N/A
Jackson Robinson and Matthew Patsky run the Winslow Green Growth Fund No. 10 overall. Robinson and Patsky are betting on Fuel Tech (FTEK), an environmental-services company, for the next 12 months. The stock is up 35% this year to 33 and sports an outsized price/earnings multiple of 116. "Don't worry about that," says Patsky. "Earnings are growing rapidly."

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BGS
B&g Foods Inc - $8.58
- 0.00%
- $N/A
Jill Evans and Kevin Shacknofsky run the top ranked income fund Alpine Dynamic Dividend Fund. The Alpine Fund has returned 17% in the past three years, and ranked No.51. Alpine's manager's own BGS for the 6% yield, UBS for its decline and attractive yield and HCSG for its 10.5% yield.
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A. Only a guess but the fate of the company
seems as though it is subject to the
outcome of a court ruling which could
very well be based political forces in
play . . . no different than how GM had
been manhandled when it was revamped by
the Obama administration. . . Thought
being that the puts represent someone
from one side or the other feeling
secure in their 'bet'.
Having said that, with a high debt
ratio, having such an extremely high run
up in stock price in the past 12 months
and good news baked in on the
possibility that a military contract may
be in hand, to short does not appear,
imo, to be wildly out of favorable
consideration. . . if only for a small
wager.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here is the stock list of some of the largest % losers from Nov. 25, 2009. more
Here are some of the largest % gainers from Nov. 25, 2009. more













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