Ron Sachs - Janus Orion - JORNX
31311 views
Rate Now: 1 2 3 4

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 Corporati
  • $54.91
  • +0.66%
  • $54.42

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: B- What is this?

  • +
  • CCI
    Crown Castle Intl
  • $37.45
  • +1.24%
  • $36.74

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: BGFELPFRGLNOPOPSWPGHSSRI

TheStreet.com Rating: D+ What is this?

  • +
  • WFMI
    Whole Foods Marke
  • $26.36
  • -2.26%
  • $26.65

No Analysis added

People owning WFMI also tend to own: AIGAXPAXSBBBYBRK-ABRK-BBRO

TheStreet.com Rating: C What is this?

  • +
  • TRMB
    Trimble Navigatio
  • $23.40
  • -0.43%
  • $23.38

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: C+ 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: No Rating What is this?

  • +
  • CSE
    Capitalsource Inc
  • $3.78
  • -4.06%
  • $3.91

No Analysis added

People owning CSE also tend to own: AUYBPKEYLMTLUNAPEGPWE

TheStreet.com Rating: D What is this?

  • +
  • AMX
    America Movil
  • $47.01
  • -1.26%
  • $47.42

No Analysis added

People owning AMX also tend to own: AAPLAMTAMZNCCICVCDISCAEXPE

TheStreet.com Rating: B- What is this?

  • +
  • AAPL
    Apple Inc.
  • $199.92
  • -0.29%
  • $198.33

No Analysis added

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Cramer's Take on Headline Stocks...

Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...

11.20.09 | 11:48 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...

11.20.09 | 08:09 AM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...

11.19.09 | 11:13 AM
Squeezing the Shorts: Earnings G...

By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...

11.18.09 | 12:36 PM
more articles
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
Wealth distribution by race and ...
11.23.08 | 18:44 PM From author Valerie J
more forums
today 's lists
Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more

Stocks With Unusual Option Activity

Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more

Cramer's Lightning Round

These are the stocks from Jim Cramer's Nov. 19 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more