Ron Sachs - Janus Orion - JORNX
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average rating: 3.50 / 4 ratings
DESCRIPTION:
Date updated:02-25-2007
Profile in December 11, 2006 Forbes issue. "searches for medium size tech companies that aren't vulnerable to new competitors or falling prices."
Sachs has managed the fund since 2000 and over the last five years the average annual return of 11.8% is 6% better than the S&P 500. Likes midcaps because they offer similar growth to the smallcaps but with more protection.
Current Returns:
1-Year: 18.61%
3-Year: 19.71%
5-Year: 13.52%
As of 12/31/06
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CELG
Celgene Cp - $54.52
- -3.59%
- $54.33
Great patent protection with two patented cancer drugs. Sales have been growing 41% a year over the past 5 years and profits have been growing at double digits which portfoio manager Sachs expects will continue.
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CCI
Crown Castle Intl - $18.50
- -7.96%
- $19.02
builds cell phone towers which is tough for competitors to break into because of zoning restrictions. Long-term contracts with the cell providers also keep competitors out. Company profitable in first half of 2006 after losing money in 2005.
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WFMI
Whole Foods Markt - $14.83
- -1.40%
- $14.11
No Analysis added
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TRMB
Trimble Navigatn - $19.37
- +4.42%
- $17.93
Makes GPS devices that tie into corporate databases. Companies are pretty much locked in when they use TRMB devices because it would be hard to switch the back office systems to a new competitor. Trades for 25x trailing earnings.
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DADE
Dade - $0.00
- N/A
- $N/A
No Analysis added
-
CSE
Capitalsource Inc - $10.70
- +28.45%
- $8.22
No Analysis added
-
AMX
America Movil - $32.30
- +0.62%
- $29.55
No Analysis added
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AAPL
Apple Inc - $96.80
- +9.08%
- $85.69
No Analysis added
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