Forbes Piggyback Portfolio
8350 views
Rate Now:
average rating: 3.83 / 6 ratings
Created by Guest
DESCRIPTION:
Date updated:04-16-2007
From forbes.com
For the third year in a row our unique piggyback stock-picking method--based on finding and buying the 10 stocks held most widely by the world's best mutual fund managers--has beaten the S&P 500. We want to find the stocks that are most commonly favored by the select group of money managers (in the large-cap, midcap and international arenas) who have been in their jobs for more than a decade and have roundly beaten their peers. That is, they've done better than average over 10-year, five-year, three-year and one-year periods. We also screen out funds with a lot of portfolio turnover. We want buy-and-holders who stand by their convictions. And lastly, we exclude sector-specific funds, like health care, mining and real estate, some of which have done very well. Loads and expenses are of no concern. We're not buying their funds, just stealing their ideas.
-
PFE
Pfizer Inc - $17.65
- +0.91%
- $17.40
This year’s most popular large cap is Pfizer (nyse: PFE - news - people ), with 15 of the funds owning it. It’s also the only stock that has made the list all three years.
-
GE
Gen Electric Co - $16.14
- +0.19%
- $16.05
In 12 funds and made the list at least once in the past 3 years.
-
AIG
Amer Intl Group I - $1.65
- +0.61%
- $1.65
In 12 funds and made the list at least once in the past 3 years.
-
MSFT
Microsoft Corpora - $20.12
- +3.13%
- $19.68
In 12 funds and made the list at least once in the past 3 years.
-
TXI
Texas Ind - $30.38
- -2.00%
- $29.32
Held in four funds.
-
MTN
Vail Resorts Inc - $28.60
- +0.85%
- $28.16
Vail Resorts (nyse: MTN - news - people ) had the greatest consensus, held by five of the 19 funds. Even so, it looks scary, up 54% in the past year with a rich P/E of 39.
-
AYI
Acuity Brands Inc - $33.89
- -1.54%
- $34.19
Held in four funds.
-
NSRGY.PK
Nestle Sa Reg Shr - $38.55
- +0.52%
- $38.60
Held in five funds.
- Top Professional Portfolios
- 1. Charlie Munger
- 2. Bernard L. Madoff Inve...
- 3. Renaissance Technologies
- 4. Fidelity Select Consum...
- 5. Templeton World A (TEMWX)
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
Cramer's Take on Top-Searched St...
Stocks were mixed yesterday after retailers reported their numbers for the Christmas season. Wal-Mart (WMT), the nation's largest retailer, said December sales at stores...
01.08.09 | 22:18 PM
Latest Activist Situations
Activist investing is never an easy task, but by following the latest activist filings, you can piggyback off of some of the smartest money managers and hedge funds ever. ...
01.08.09 | 18:19 PM
Jim Cramer's Portfolios of the Week
Jim Cramer is optimistic on the stock market for 2009. According to his analysis, the Dow Jones Industrial Average could produce a gain of 13.1% this year based on his pred...
01.08.09 | 17:35 PM
Cramer's Take on Top-Searched St...
more articles
Investors were spooked on Wednesday as bleak broad-based corporate outlooks and dismal employment data dominated headlines. Stocks experienced their largest drop in more t...
01.07.09 | 21:39 PM
How Do I.......Screens, Scans &a...
12.08.08 | 16:18 PM From author
kos1
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZackAttack
The Presidential/Political Thread
01.02.08 | 08:05 AM From author
Dave Cox
Cartoon Thread
more forums
11.15.07 | 20:31 PM From author
Gov. Peter Blagojevich
Q.
Cramer has been pushing buying p...
01.09.09 | 00:05 AM Asked by
Johnny1205
A. There IS an advantage to ariticulate
one's gameplan, whether a trader or an
investor.
As an investment (at least one year and
a day), NOV and RIG represent money in
the bank.
NOV is deep in the money (on hand) with
respectable backlog of orders and RIG is
best of breed deep sea driller currently
operating where the proven oil reserve
is for the future.
Q.
whoa Dow can't seem to make its ...
06.30.08 | 15:28 PM Asked by
Xaviar
A. small trading before thrusday
today 's lists
Mid-Cap Value Plays
This is a screen of mid cap stocks, i.e. with market capitalizations between $1 billion and $5 billion that also have a P/E less than or equal to 10 and a quick ratio of gr... more
Analyst Upgrades
Analyst Upgrades for Jan. 5, 2009 more
Dogs of the Dow
Dow Jones Industrial Average stocks that have a yield of greater than or equal to 3. In the description box for each stock is its current yield. more
Comments not available