Templeton World A (TEMWX)
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Date updated:01-08-2008

The Fund's manager, Jeff Everett was interviewed in the December 18 2006 issue of Barrons.

Everett was quoted as saying "we break the world up by looking at industries first, with secondary coverage on countries. Our 37 analysts in 9 locations around the world do in debth research on a particular industry, like retail or pharmaceuticals or finance, on a global basis. We do break up a few industries into subsections because they're so large, like finance into banking and insurance, or energy into production and processing. "

Bloomberg states the fund as having returned annuals returns of 5.93%, 13.74% and 16.26% over one, three and five year periods.

On risk, Everett is quoted as saying "we define risk as owning stocks for which expectations are very high, which makes it difficult for the company to beat or meet expectations.


As of 9/30/07

symbol name last price % change open
  • +
  • 2886.TW
    Mega Financial Hd
  • $22.70
  • -1.30%
  • $23.15

"trades at 1.4 times book which is an excellent metric for use in the financial industry. We are getting 6.5% dividend yield, and we are paying only 12 times earnings.

People owning 2886.TW also tend to own: 0001.HK006400.KS2887.TWACNCMCSKCVXGLAXO.NS

TheStreet.com Rating: No Rating What is this?

  • +
  • MSFT
    Microsoft Cp
  • $27.52
  • +0.95%
  • $27.58

"flush with cash and returning value to shareholders through buybacks, dividends and highershare prices."

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B What is this?

  • +
  • 2887.TW
    Taishin Financial
  • $10.75
  • -4.02%
  • $11.35

similair price-book valuation as Mega above.

People owning 2887.TW also tend to own: 0001.HK006400.KS2886.TWACNCMCSKCVXGLAXO.NS

TheStreet.com Rating: No Rating What is this?

  • +
  • GLAXO.NS
    Glaxosmithkline P
  • $1127.75
  • -0.41%
  • $1139.90

"big enough and have enough resources that they can unearthnew revenue sources better that small or mid-sized rivals. In addition, the company trades at about 15 times estimated 2006 earnings, which is a low valuation for the business historically. And the shares really havent gone anywhere, so in a positive business cycle that means there is a chance for more upside. And the company has been buying back shares, has virtually no debt and a cost of capital of about 5%. So with return on equity in excess of 15%, that for us is a winning combination"

People owning GLAXO.NS also tend to own: 0001.HK006400.KS2886.TW2887.TWACNCMCSKCVX

TheStreet.com Rating: No Rating What is this?

  • +
  • SAN.PA
    Sanofi-aventis
  • $44.60
  • +0.81%
  • $44.24

"management is very focused and the company has some exciting new products such as its very promising new weight-loss drug, Remonabant, which it will be selling in Europe soon and should recieve approval in the U.S."

People owning SAN.PA also tend to own: 0001.HK006400.KS2886.TW2887.TWACNCMCSKCVX

TheStreet.com Rating: No Rating What is this?

  • +
  • NWS-A
    News Corp Cl A
  • $14.43
  • 0.00%
  • $14.44

"about 18 months ago there was a lot of uncertainty about the future of the business in light of changing viewer habits, alternative distribution channels underscored by Itunes and new content, all of which represented an opportunity for us"

People owning NWS-A also tend to own: AEEATLUVMIMTBOXYPFG

TheStreet.com Rating: No Rating What is this?

  • +
  • ACN
    Accenture Ltd.
  • $39.52
  • +1.36%
  • $38.93

No Analysis added

People owning ACN also tend to own: RYLSUNMSFTFVZAALD

TheStreet.com Rating: B+ What is this?

  • +
  • 006400.KS
    Samsung Sdi Co.
  • $81900
  • -0.61%
  • $83800

No Analysis added

People owning 006400.KS also tend to own: 0001.HK2886.TW2887.TWACNCMCSKCVXGLAXO.NS

TheStreet.com Rating: No Rating What is this?

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