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

symbol name last price % change open
  • +
  • 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.

People owning CELG also tend to own: ACLALXNBMRNCVHCVSESRXGENZ

TheStreet.com Rating: D+ What is this?

  • +
  • 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.

People owning CCI also tend to own: AMTAMXAMZNCVCDISHGOOGHAR

TheStreet.com Rating: C What is this?

  • +
  • WFMI
    Whole Foods Markt
  • $14.83
  • -1.40%
  • $14.11

No Analysis added

People owning WFMI also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: C What is this?

  • +
  • 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.

People owning TRMB also tend to own: BBYCOFCSCOGOOGGRMNHPLOW

TheStreet.com Rating: B+ What is this?

  • +
  • DADE
    Dade
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning DADE also tend to own: CNSCORSDRCTESCAFMTIMHLEV

TheStreet.com Rating: A+ What is this?

  • +
  • CSE
    Capitalsource Inc
  • $10.70
  • +28.45%
  • $8.22

No Analysis added

People owning CSE also tend to own: AUYBPKEYLMTLUNAPEGPWE

TheStreet.com Rating: C- What is this?

  • +
  • AMX
    America Movil
  • $32.30
  • +0.62%
  • $29.55

No Analysis added

People owning AMX also tend to own: AMTAMZNCCICVCDISHGOOGHAR

TheStreet.com Rating: C+ What is this?

  • +
  • AAPL
    Apple Inc
  • $96.80
  • +9.08%
  • $85.69

No Analysis added

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

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