Barron's Value Line Survey Stock Picks
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Date updated:08-09-2008

The top-ranked mutual-fund managers in our latest Barron's/Value Line survey say it's a great time to load up on shares of fast-growing companies selling at hefty markdowns.

symbol name last price % change open
  • +
  • SCHW
    The Charles Schwa
  • $17.50
  • -1.24%
  • $17.88

The manager of No.3-ranked John Hancock Large Cap Equity is taking his own advice, having recently snapped up shares of Bovespa Holding (ticker: BOVH3.Brazil), parent of the Brazilian Stock Exchange, and discount broker Charles Schwab (SCHW).

People owning SCHW also tend to own: ADSCOFGSIVZJLLJPMRY

TheStreet.com Rating: C+ What is this?

  • +
  • MDR
    Mcdermott Int Pan
  • $22.21
  • +0.91%
  • $22.51

Manu Daftary of Quaker Strategic Growth (No. 9) is the leader in Aggressive Growth this year. Nowadays, Daftary thinks engineering concerns McDermott International (MDR) and ABB (ABB) are attractive.

People owning MDR also tend to own: GESITGSTHJF.PKBRCMFXIACHASTI

TheStreet.com Rating: C What is this?

  • +
  • ABB
    Abb Ltd
  • $17.97
  • +3.87%
  • $17.89

Manu Daftary of Quaker Strategic Growth (No. 9) is the leader in Aggressive Growth this year. Nowadays, Daftary thinks engineering concerns McDermott International (MDR) and ABB (ABB) are attractive.

People owning ABB also tend to own: ASEIISRGSWHCXPOAGNGILDGS

TheStreet.com Rating: B- What is this?

  • +
  • SPSN
    Spsn
  • $0.00
  • N/A
  • $N/A

Another notable absentee is Scott Barbee, last year's winner, whose Aegis Value Fund (AVALX) celebrated its 10-year anniversary in May. It has returned more than 12% a year in the decade, but is down 12% over the past year, hurt by selloffs in small-caps and Spansion (SPSN), a maker of flash-memory chips whose shares have fallen 76% in the past 12 months

People owning SPSN also tend to own: DELLGOOGMSFTPFEXLNXBWTRCENT

TheStreet.com Rating: No Rating What is this?

  • +
  • MOS
    Mosaic Company (t
  • $56.91
  • +4.35%
  • $55.54

While the fund world ponders Bill Miller's fall from grace, some in the media now dub Ken Heebner the nation's best fund manager. CGM Focus Fund's 35% five-year return trails only ING Russia's in our survey. Heebner, No. 3 last year, has been a fan of fertilizer companies such as Mosaic (MOS) and Potash (POT), which have sprouted huge gains. Steel-producers United States Steel (X) and Nucor (NUE) recently were the fund's two biggest holdings.

People owning MOS also tend to own: CCYGLDLLTCMRKSDDUST

TheStreet.com Rating: B- What is this?

  • +
  • POT
    Potash Cp Saskatc
  • $105.61
  • +4.04%
  • $103.50

While the fund world ponders Bill Miller's fall from grace, some in the media now dub Ken Heebner the nation's best fund manager. CGM Focus Fund's 35% five-year return trails only ING Russia's in our survey. Heebner, No. 3 last year, has been a fan of fertilizer companies such as Mosaic (MOS) and Potash (POT), which have sprouted huge gains. Steel-producers United States Steel (X) and Nucor (NUE) recently were the fund's two biggest holdings.

People owning POT also tend to own: AMTANFAVIDCNOCOHCOSTESI

TheStreet.com Rating: B What is this?

  • +
  • X
    United States Ste
  • $46.01
  • +4.35%
  • $45.45

While the fund world ponders Bill Miller's fall from grace, some in the media now dub Ken Heebner the nation's best fund manager. CGM Focus Fund's 35% five-year return trails only ING Russia's in our survey. Heebner, No. 3 last year, has been a fan of fertilizer companies such as Mosaic (MOS) and Potash (POT), which have sprouted huge gains. Steel-producers United States Steel (X) and Nucor (NUE) recently were the fund's two biggest holdings.

People owning X also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D+ What is this?

  • +
  • NUE
    Nucor Cp
  • $40.46
  • +2.25%
  • $40.38

While the fund world ponders Bill Miller's fall from grace, some in the media now dub Ken Heebner the nation's best fund manager. CGM Focus Fund's 35% five-year return trails only ING Russia's in our survey. Heebner, No. 3 last year, has been a fan of fertilizer companies such as Mosaic (MOS) and Potash (POT), which have sprouted huge gains. Steel-producers United States Steel (X) and Nucor (NUE) recently were the fund's two biggest holdings.

People owning NUE also tend to own: AXAFDXNOKRTPSLBTMDEBS

TheStreet.com Rating: C What is this?

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