Interview with Jason Trennert Portfolio - Stockpickr! Your Source for Stock Ideas

Interview with Jason Trennert

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Created by Barrons

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Date updated:04-14-2007

Jason Trennert earned his stripes in 15 years at International Strategy & Investment Group under the tutelage of the legendary James Moltz, who also nurtured the careers of investor Robert Raiff and energy specialist Charley Maxwell of Weeden & Co., among many others. Trennert distinguished himself at ISI by building and overseeing the firm's popular company surveys and its investment-strategy group. In this interview, Jason gives a few ETF picks and pans.

From Barron's 4/16/07

BBH
Ml Biotech Hldr12
$96.94
-0.03%
$96.69

From Barrons 4/16/07 "We like biotech a lot. We think biotech is a good way to play an M&A boom as large-cap pharmaceutical companies move to fill big holes in their product pipelines. There are relatively few companies within the biotech industry that have large enough market caps to make a difference. You can buy anything within the biotech industry above a billion dollars and it will likely be a takeover candidate sometime in the next year or two."

People owning BBH also tend to own: QQQQ SPY AIG BAC C CAJ CMCSA

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OIH
Oil Service Holdr
$122.30
+0.76%
$121.25

No Analysis added

People owning OIH also tend to own: BTU SPY XLE XOM DVN MPET SUN

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QQQQ
Powershares Excha
$44.01
+0.82%
$43.78

No Analysis added

People owning QQQQ also tend to own: ABT BK CAT CSCO CTX DE DHI

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