Interview with Jason Trennert
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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
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BBH
Ml Biotech Hldr12 - $98.56
- +0.34%
- $97.99
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."
-
OIH
Oil Service Holdr - $118.58
- -1.01%
- $119.58
No Analysis added
-
QQQQ
Powershares Excha - $44.07
- +0.14%
- $44.16
No Analysis added
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