Best Ideas for the Best Investors
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Date updated:05-26-2007

From Barron's 5-28-07

The Best and the Brightest.

"Like musicians interpreting smooth melodies, 11 investment luminaries blew their horns last week on a stage at New York's Jazz at Lincoln Center, scatting through stock picks and riffing on investment trends. The group generally favored undervalued large-cap technology and health-care stocks, U.S. and European equities over Asian shares, and a handful of energy names."

symbol name last price % change open
  • +
  • EMC
    Emc Corp. (ma)
  • $12.85
  • 0.00%
  • $12.21

From Barron's 5-28-07 "Hedge-fund manager Steve Mandel, who worked at Tiger Management before founding Lone Pine Capital, said he recently established a position in the data-storage firm EMC (EMC). He likes the company's VMware subsidiary, which produces software to run servers more efficiently and replicate machines remotely. EMC is selling a 10% stake in VMware to the public. EMC could have 45% upside as VMware is better understood, Mandel says."

People owning EMC also tend to own: AAPLAMTAMZNATHRBEASCTSHGOOG

TheStreet.com Rating: C What is this?

  • +
  • JNJ
    Johnson & Johnson
  • $56.21
  • 0.00%
  • $56.05

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • GE
    General Electric
  • $13.80
  • 0.00%
  • $13.70

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C What is this?

  • +
  • MSFT
    Microsoft Corpora
  • $21.40
  • 0.00%
  • $21.42

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: C What is this?

  • +
  • GS
    Goldman Sachs Gro
  • $143.13
  • 0.00%
  • $143.25

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

People owning GS also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: C What is this?

  • +
  • GOOG
    Google Inc.
  • $428.40
  • +0.43%
  • $426.74

From Barron's 5-28-07 "Mandel thinks Google's (GOOG) prospects look good, too, as Web-search profits are in the early stages of growth, and the stock's current valuation offers safety if revenue declines. He thinks the stock could rally 50% by 2009."

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • HLX
    Helix Energy Solu
  • $11.70
  • 0.00%
  • $11.89

From Barron's 5-28-07 "He also likes Helix Energy Solutions (HLX), a U.S. energy-services and exploration play, which looked even cheaper Thursday when the stock sold off nearly 6% after the company missed first-quarter estimates. Despite a merger that yielded failed wells, new wells have better prospects and the stock is extremely undervalued, Einhorn says."

People owning HLX also tend to own: AOBASNBBCCEOERFLONGPTEN

TheStreet.com Rating: D What is this?

  • +
  • AIG
    American Internat
  • $1.56
  • 0.00%
  • $1.64

From Barron's 5-28-07 "Dinakar Singh, founder of TPG-Axon Capital, also favored an international theme, with his recommendations of American International Group (AIG), a U.S.- based insurer with worldwide operations, and Taiwan Mobile (3045.Taiwan). He praised the telecom company's strong dividend and cited its acquisition potential."

People owning AIG also tend to own: AAIBMINTCJNJJPMKOMSFT

TheStreet.com Rating: D- What is this?

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