Ken Fisher Portfolio - Stockpickr! Your Source for Stock Ideas

Ken Fisher

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Date updated:10-07-2008

As of 6-30-08 filing.

Ken Fisher, son of famous value investor and Buffett inspiration, Phil Fisher, is an investing legend now in his own right. He runs the $45bb Fisher Asset Management and CXOAdvisory.com ranks him as the number one market pundit out there and has tracked all his market timing calls. Additionally, he writes a column for Forbes magazine.

The Fisher Investments website, www.fi.com, gives the following description for the investment management company:

“Three decades ago, Kenneth L. Fisher, son of legendary investor Philip A. Fisher, began managing discretionary assets based on a fundamental belief in capitalism and how free capital markets function. Since it was first founded in 1979, and later incorporated in 1986, Fisher Investments has continued to develop capital markets science for the primary purpose of providing excess return. In the early 1980s, Ken Fisher pioneered the use of the Price to Sales Ratio and detailed its relevance as a tool for investment analysis in his landmark book, Super Stocks, a Dow Jones best seller. Now a common metric in financial analysis, this tool is still used to help manage small cap portfolios for Fisher Investments' institutional clients.”

Biggest Successes:
In early 1981, Ken Fisher bought around 1.5% of the shares of Verbatim Corporation, a producer of computer diskettes. The company had suffered widely publicized problems with its products. The view on Wall Street was that it was poorly managed and financed, and likely to lose out to its rivals. But within 2 years, its shares had recovered from $3.50 to over $55 - a rise of 1,500% - at which point Fisher sold.

Methods and Guidelines:
First draw up a shortlist of Super Companies. “A Super Company is a business which distinguishes itself because it can generate internally funded growth at well above average rates. The characteristics of a Super Company include:
- Growth orientation – a management obsession with growth, which is also communicated to and shared with staff.
- Marketing excellence – an ability to identify and satisfy customer needs.
- An unfair advantage – such as being the lowest cost producer in the sector
- Creative personnel relations – especially listening to the ideas of staff
- The best in financial controls - with leading-edge processes and systems.

http://www.incademy.com/courses/Ten-great-investors/Kenneth-L-Fisher/4/1040/10002

EEM
Ishares Msci E.m.
$34.14
0.00%
$34.23

% of portfolio: 2.9%

People owning EEM also tend to own: AAPL BAC BBY BGT CSCO CTSH DEO

TheStreet.com Rating: No Rating What is this?

SLB
Schlumberger Ltd.
$59.18
+0.02%
$58.81

% of portfolio: 2.5%

People owning SLB also tend to own: AXA FDX NOK NUE RTP TM AAPL

TheStreet.com Rating: C What is this?

PBR
Petroleo Brasilei
$44.89
0.00%
$45.27

% of portfolio: 2.4%

People owning PBR also tend to own: ACI AINV ANR APC BBD BTU CHK

TheStreet.com Rating: C+ What is this?

FCX
Freeport-mcmoran
$56.88
0.00%
$57.70

% of portfolio: 2.2%

People owning FCX also tend to own: ACI AINV ANR APC BBD BTU CHK

TheStreet.com Rating: D What is this?

CHL
China Mobile Limi
$50.57
0.00%
$50.38

% of portfolio: 2.2%

People owning CHL also tend to own: CAJ NCTY SINA AMX AT BCE CCU

TheStreet.com Rating: No Rating What is this?

OXY
Occidental Petrol
$69.35
+0.01%
$68.76

% of portfolio: 2.1%

People owning OXY also tend to own: APC APP AUY AVNX BMD CBI COLM

TheStreet.com Rating: B What is this?

RTP
Rio Tinto Plc
$201.58
0.00%
$197.82

% of portfolio: 2.0%

People owning RTP also tend to own: AXA FDX NOK NUE SLB TM AAPL

TheStreet.com Rating: No Rating What is this?

APC
Anadarko Petroleu
$49.70
0.00%
$49.77

% of portfolio: 2.0%

People owning APC also tend to own: ACI AINV ANR BBD BTU CHK CMCSK

TheStreet.com Rating: C What is this?

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04/29/2008 23:00 PM CDT Asked by JBoggle
Ken Fisher is a snake oil salesman. His performance is mediocre at best. Any conventional analysis of his returns proves that as many mass marketers of investment advice, you’d be far better served owning 2 or 3 ETF’s, with lower fees and better risk adjusted and absolute returns.

11/05/2007 05:52 AM CST Asked by zac
I have read many financial books, and found Fisher's book very hard to read. Not saying he's not a quality manager, just wasn't fun reading his latest book.

10/13/2007 20:15 PM CDT Asked by steve110
This is one of the best portfolios here. I would put some Philips (PHG) and Garmin (GRMN) in it.
Garmin Offers

10/10/2007 21:47 PM CDT Asked by Roy in Oceanside
I read his book "The Only Three Questions That Count." It is the best book I have ever read on stock market investing.

10/09/2007 10:11 AM CDT Asked by Paintball Guns
I haven't read his book. Could someone explain his approach to stock picking in a sentence or two?

Paintball Guns

10/09/2007 10:08 AM CDT Asked by Paintball Guns
What is the basis for this portfolio? I haven't read the book.

Paintball Guns

09/29/2007 10:42 AM CDT Asked by -2cents
Does anyone have opinions on his book?

bridging loans bridging finance Adverse credit mortgage Buy to Let Mortgage

08/15/2007 23:36 PM CDT Asked by youngmoney
Yeah Homebuidlers are cheap Ken! Lol.

05/25/2007 16:36 PM CDT Asked by gfulop
gold

04/16/2007 14:26 PM CDT Asked by dac
In his recent book Fisher says he doesn't own the stocks he picks in Forbes do to restrictions but owns others stocks in the sector. The other stocks listed here I assume are taken from required disclosures.

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