invcap Portfolio 8/Ken Fisher
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Created by invcap
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Date updated:10-01-2007
Portfolio Strategy by Ken Fisher/Forbes-be bullish in a bull market, but don't be either a bull or a bear all the time
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MFC
Manulife Fin Corp - $19.07
- +2.64%
- $18.61
Second largest N American life insurer. Selling @ 10x 2008 earnings-a takeout candidate if multiple does not expand.
-
DOX
Amdocs Ltd Ord - $26.68
- -0.22%
- $26.57
Growing rapidly and selling for 16x 2008 earnings
-
STZ
Constellation Brd - $16.07
- -0.06%
- $16.02
World's largest winemaker w/ diversified price points. Selling at 15x 2008 earnings
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HES
Hess Cp - $56.98
- 0.00%
- $56.34
Integrated oil will do well with high crude prices. Selling at 12x 2007 earnings
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VAL
Valspar Corp - $26.92
- +0.71%
- $26.56
200 year old company in paints and coatings. At 15x 2008 earnings would be an easy and profitable acquisition for another paint company or buyout firm.
-
SHI
Sinopec Shanghai - $43.06
- -1.44%
- $42.81
Chemicals-down 25% since May. If global economy remains strong should bounce back. Selling @ 9X 2008 estimate.
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HNP
Huaneng Power Int - $27.09
- +0.33%
- $26.84
One of China's largest power generation firms. A pure play on China growth. At 15X trailing earnings growth is not priced in.
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INFY
Infosys Technolog - $47.79
- -1.04%
- $47.86
Down 26% from peak-should bounce back-Affordable @20X 2007 earnings.
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