Saturday, October 8, 2011

Herbalife Funds

by Jim Lowell, editor Fidelity Investor

I think it's smart to think about the fund managers which have worked out best this season they may be year-finish those who win too.

Obviously, the marketplace could make all managers seem like prodigies or dunces at a moment, but longer-term, the marketplace does not result in the manager, it's the other way round.

It isn't surprising then to locate Will Danoff faring much better than most, the most competent.

The manager of Contrafund (FCNTX) continues to figure out ways to learn from unloved, overlooked, and underrated stocks and/or market emotions, momentum and moments.

Foreign opportunities constitute 17.8% from the holdings helping him buffer a few of the Eurozone carnage which have affected less savvy globalists.

The very best three industries are technology (30.4%), consumer discretionary (18.7%), and healthcare (9.9%).

The very best ten holdings are Apple, Google, Berkshire Hathaway, McDonalds, Coca Cola, Disney, Noble Energy, Wells Fargo, Amazon . com.com, and Oracle.

His large wager on tech means he isn't safe from downturns, but younger crowd is not likely to be sidelined by rallies (relief driven or else).

Focused Stock (FTQGX) is another buy. Managing a portfolio composed of just 47 names, Manager Stephen DuFour needs to be considered a stock picker componen excellence.

Otherwise, there is a short key to a lengthy drop. He's no style manacles, nor capital monocle that I can easily see growth or value stocks, bigger over more compact, present day blue chips over tomorrow's possible ones.

Foreign stocks: 14.6% from the holdings. The very best three industries are technology (19.6%), consumer discretionary (17%), and healthcare (16.7%).

The very best ten holdings are Carlisle, Alcatel Lucent, Estee Lauder, Baker Hughes, MasterCard, Local cafe, Intuit, Sirius XM Radio, Keyera, and Exxon Mobil.

Growth Company (FDGRX) can also be ranked a buy. As the entire growth stock world is manager Steve Wymer's stage, he's always showed a prejudice for homegrown picks foreign stocks are 7% from the holdings.

The very best three industries are technology (33.3%), healthcare (16.3%), and consumer discretionary (15.5%).

The very best ten holdings are Apple, Exxon Mobil, Sales force.com, Google, Red-colored Hat, Uncover Financial Services, Lululemon Athletica, Qualcomm, Herbalife, and Fossil.

Like Danoff, he counterweights his tech tilt with consumer and health care names and after decades of playing market pinball, he's gained the authority to be known as a wizard.

We rate Large Cap Growth (FSLGX) a buy, where bigger is betterin relation to battleship balance sheets and global achieve.

Manager Jeffrey Feingold is really a growth guy cut in the cloth of Wymer.

Foreign opportunities constitute 9.1% from the holdings a drop within the global bucket before you think globally and find out the number of of his holdings derive nearly all their revenue from overseas marketplaces.

The very best three industries are technology (29.1%), consumer discretionary (13.7%), and industrials (12.1%).

The very best ten holdings are Apple, Exxon Mobil, Google, Amazon . com.com, Aware Tech Solutions, Qualcomm, Oracle, U . s . Technologies, TJX Companies, and Herbalife.

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