Was Gurus Kaufen!

Die 1. ist eine Aktie die sehr viel an Kurswert verloren hat.
Antizyklisch lautet hier wohl die Devise.

Es ist ELAN ELN  ein Biotech Wert:

http://charts3.barchart.com/...evnt=adv&grid=Y&code=BSTK&org=stk&fix=

Ausführlicher Bericht folgt
Die beiden Werte in Ariva ELN passen vom chartnciht zusammen. Der weRt kam von ca. 30 $ runter am 25.2.04  s. Link oben  

Guru Picks
Miners, Drillers and Killer Drugs
Matt Rand; data provided by Marketocracy, 03.08.05, 10:10 AM ET

NEW YORK - A week ago, Irish biotech Elan, along with partner Biogen Idec, got hammered after it pulled multiple sclerosis drug Tysabri from the market, after a patient being treated with the drug developed and died of a fatal disease.

Elan (nyse: ELN - news - people ) lost 70% of its value that day, dropping to $8. But the panic didn't stop there. Later in the week, the companies announced another patient is suffering from the same disease. Elan closed the week at just $5.71 down from nearly $27 on Friday, Feb. 25.
Click here for a new special report from Forbes/Gottlieb Medical Technology Investor, Three Biotech Stocks "The Three Best Biotech Stocks To Buy Now."
That kind of cliff dive is just what the leading investors at Marketocracy like, however. They decided last week that the stock was irresistible at its new price level, and they added 559% to their existing holdings, putting the stock into the top 1% of their portfolios. The gurus gobbled up the stock because the patients who died after taking Tysabri also happened to be taking Biogen's (nasdaq: BIIB - news - people ) older MS drug, Avonex. None of those only taking Tysabri developed the fatal disease. Gurus, thus, are betting that the problems will be isolated to Avonex, and Tysabri will make a strong comeback.
Special Offer: Marketocracy's Marketscope, the journal of its best-performing 100 investors, has more than tripled the return of the S&P 500 since its inception. Right now the M100 are buying energy and technology value stocks. Click here for their full list of buys.
Another timely buy has been Denver, Colo.-based oil and gas company, Delta Petroleum (nasdaq: DTPR - news - people ). With oil prices over $53, Delta broke the $16 resistance last week that it had been butting up against in the summer and the fall. The company announced last week that it would be offering $150 million in private debt so that it could pay down its bank debt. The stock is trading at more than 75 times fiscal-2004 earnings, but with expected earnings growth of 253% this year, the company's fiscal-2005 forward price-to-earnings ratio is a more-reasonable 27.5. The M100 established a new position in the company over the last two weeks.

Gurus also bought a couple of metals miners. Cleveland-Cliffs (nyse: CLF - news - people ) is an iron ore miner that has doubled since mid-November. Now trading at $86.19, the stock is still just 7.3 times earnings. New Orleans, La.-based Freeport McMoran Copper & Gold (nyse: FCX - news - people ) is a copper and gold miner, and gurus added 37% to their holdings of it over the last two weeks. After dipping down into the 20s last spring, FCX is now trading where it was a year ago. At $43.73, that's 56 times earnings, but analysts expect 15% annual growth over the next five years, meaning that the stock is trading at a relatively low price-to-earnings-to growth ratio of 0.89. The U.S. Department of Justice closed a nearly two-year investigation into the copper mining industry, which it had suspected of fixing copper concentrate prices, last month. No charges were filed, and FCX, one of the companies being investigated has added 10% to its price since then.

Alternative energy is also on the minds of the gurus. Marlboro, Mass.-based Evergreen Solar (nasdaq: ESLR - news - people ), which makes solar power generators, is a new position for the M100, but it's now in the top 5% of their holdings. The stock is up 124%, to $7, over the last three months. Two weeks ago, the company announced that fourth-quarter 2004 revenues were up 564%, to $9.3 million. While Evergreen still ran at a loss for that quarter, the loss narrowed 36%, to $3.8 million, or 8 cents per share.
Special Offer: In the first two months of 2005, FindProfit's Special Opportunities Portfolio gained 6.5% compared to a -4.79% for the Nasdaq and 0.44% for the Dow Jones. Click here for its March buys plus a new special report, "Biotech Sector Outlook."
Gurus sold 40% of their holdings of Issaquah, Wash.-based Costco Wholesale (nasdaq: COST - news - people ), the retail warehouse operator. At $44.76, it's trading at 23.4 times earnings. The company said last week that same-store sales were up 7% in February, over the same month a year ago. Nevertheless, the stock drifted down 4% over the course of the week, because the company said that analyst estimates for the fiscal third and fourth quarters were more optimistic than the company's own estimates. Right now, Wall Street's expecting 46 cents per share for the fiscal third quarter (ending May 2005) and 70 cents per share for the fourth (ending August 2005).

Costco competitors Wal-Mart (nyse: WMT - news - people ) and Target (nyse: TGT - news - people ) both reported strong sales as well. Wal-Mart same-store sales were up 4.1% in February, and Target same-store sales were up 9%. Gurus hold modest positions in Wal-Mart, which was up 3% last week to $53.10, but didn't trade it last week. They don't hold any Target shares. Target also added 3% last week, to close at $52.39.
Guru Buys (Net):
Elan (nyse: ELN - news - people )
Delta Petroleum (nasdaq: DPTR - news - people )
Cleveland-Cliffs (nyse: CLF - news - people )
Freeport McMoran Copper and Gold (nyse: FCX - news - people )
Evergreen Solar (nasdaq: ESLR - news - people )
Guru Sells (Net):
Costco Wholesale (nasdaq: COST - news - people )


Quelle:
forbes newsletter  

By Matt Rand; data provided by Marketocracy, 03.22.05, 11:42 AM ET




NEW YORK - Six months ago, the top investors at Marketocracy believed in Sierra Wireless, a Canadian wireless equipment maker. Back then, the stock was trading in the high teens. But in late January, the stock fell nearly 40% to $8.97 after the company predicted a loss of 35 to 38 cents per share for the first quarter due to a drop in sales. The M100 gurus were sitting pretty, though, having dumped their shares at the beginning of January.
Power up your portfolio with wireless stocks. Click here to register for a free live Webcast with Forbes Wireless Stock Watch Editor Nikhil Hutheesing on Wednesday, March 23, at 12 P.M. EST.
Now they're buying again at an average price of $8.93, which is less than ten times the company's last 12 months of earnings but nearly 50 times expected 2006 earnings. Further, the company is being hit with several class-action suits due to the giant drop in guidance. But the gurus aren't fazed. They've decided it's time to give Sierra (nasdaq: SWIR - news - people ) another chance, seeing hope in the announcement last Monday that CellStar (nasdaq: CLSTE - news - people ) was going to sell three new Sierra Wireless data products.

Special Offer: Marketocracy's Marketscope, the journal of its best-performing 100 investors, has more than tripled the return of the S&P 500 since its inception. Right now the M100 are still buying technology and energy stocks. Click here for the full list of current buys.

They did the same thing with Research in Motion (nasdaq: RIMM - news - people ), the Canadian company that makes BlackBerry. The M100 have been along for the ride through Research in Motion's meteoric rise during the last two years, scoring huge gains as the company increased more than tenfold to top out over $100. Since then it's dipped back to the mid-60s, and the gurus, who rode and traded the stock up and down, sold at the beginning of March.

Last week, Research in Motion announced a $450 settlement of a patent infringement battle it has been having with technology developer NTP. The stock jumped 17.7% on the news of the settlement, which allows the company to design and license without worrying about NTP, and has edged up even more since then, closing at $82.14 on Monday. Gurus bought in right after hearing the news, at an average price of $74. Research in Motion brought in $1.2 billion in revenue over the last 12 months and has a market capitalization of $15.5 billion.

These buys, which are concentrated among Marketocracy's best 100 investors, indicate that the gurus think that there has been a correction and that the correction is over. Two of their other "strong buys" were also highfliers that have taken a slight beating recently.

Woburn, Mass.-based Boston Communications Group (nasdaq: BCGI - news - people ) manages subscribers for wireless companies. There hasn't been much good news in Woburn lately. Boston Communications warned in its recent annual report that costs were increasing, and the company couldn't predict the extent of customer loss at Verizon Wireless and Cingular, or the impact of Freedom Wireless' patent infringement suit.

As a result, Boston Communications would not be providing guidance for 2005. This didn't go over well on Wall Street, but gurus bought in figuring that the company would weather the storm. Boston Communications has a war chest of $4.43 per share in cash and a debt-free balance sheet. Buying in at an average price of $6.96 (the stock closed at $7.50 on Monday), gurus pushed this depressed stock into the top 14% of their portfolios.

Special Offer: Forbes Wireless Stock Watch Editor Nikhil Hutheesing recommended Smith Micro Software at $3.67. Two months later he took profits after the stock gained 118%. Click here to be ready for the April wireless buys.

The top pickers also bought payday loan company EZCorp (nasdaq: EZPW - news - people ), which currently trades 34% lower than its closing price on March 1, at $13.49. Gurus had already been fans of the company and took the pullback as an opportunity to add more to their holdings, bringing it up to the top half of their portfolios. The stock trades at 16 times its last 12 months of earnings, but with the two analysts covering the company predicting 27.5% annual growth over the next five years, the company's price-to-earnings-growth ratio is just 0.4. Gurus think they're buying at a temporary bottom.

One of their major buys over the last couple of weeks isn't in the midst of a pullback. Birmingham, Ala.-based sporting goods retailer Hibbett Sporting Goods (nasdaq: HIBB - news - people ) is on a run, trading for $30.65, which is just shy of its recent 52-week high. Gurus bought after the company announced that fourth-quarter earnings per share rose 30% to 35 cents per share in 2004, beating expectations of 32 cents per share. The gurus are hardly alone in their enthusiasm for Hibbett, as institutional ownership accounts for more than 93% of the company's float.


Guru Strong Buys

Sierra Wireless (nasdaq: SWIR - news - people )
Research in Motion (nasdaq: RIMM - news - people )
Boston Communications Group (nasdaq: BCGI - news - people )
EZCorp (nasdaq: EZPW - news - people )
Hibbett Sporti

 

  

 

Hast recht . Wahrscheinlich stand in einem Text was von Celanese.

Elan schaut interessant aus!

Aber latu Vector Vest momentan unh auch nach dem Chart, momentan keine Einstiegsposition, was sich aber ändern kann, deshlab to watch.
Es gibt aber ein anderes Papier was sehr interessant ist, was die Gurus kaufen wollen,
gibt es auch einen Thread von mir.
Und heute News dazu.

VectorVest Stock Analysis of Elan PLC ADR as of 3/30/2005

Thank you for requesting an analysis of Elan PLC ADR from VectorVest. The ticker symbol for Elan PLC ADR is ELN.  ELN is traded on the New York Stock Exchange - (xN) and options are available for this stock

Analysis Summary
ELN is overvalued compared to its Price of $6.98 per share, has somewhat below average safety, and is currently rated a Sell.

In-Depth Analysis
Business: ELAN CORP PLC -ADR, (ELN) develops and markets products in the therapeutic areas of neurology, pain management, oncology, infectious diseases and dermatology; and develops, licenses and markets drug delivery products, technologies and services to pharmaceutical industry clients.

Price: ELN closed on 3/30/2005 at $6.98 per share

Value: Value is a measure of a stock's current worth.  ELN has a current Value of $1.92 per share. Therefore, it is overvalued compared to its Price of $6.98 per share.  Value is computed from forecasted earnings per share, forecasted earnings growth, profitability, interest, and inflation rates. Value increases when earnings, earnings growth rate and profitability increase, and when interest and inflation rates decrease. VectorVest advocates the purchase of undervalued stocks. At some point in time, a stock's Price and Value always will converge.

RV (Relative Value): RV is an indicator of long-term price appreciation potential. ELN has an RV of 0.65, which is poor on a scale of 0.00 to 2.00. This indicator is far superior to a simple comparison of Price and Value because it is computed from an analysis of projected price appreciation three years out, AAA Corporate Bond Rates, and risk. RV solves the riddle of whether it is preferable to buy High growth, High P/E stocks, or Low growth, Low P/E stocks. VectorVest favors the purchase of stocks with RV ratings above 1.00.

RS (Relative Safety): RS is an indicator of risk. ELN has an RS rating of 0.88, which is fair on a scale of 0.00 to 2.00. RS is computed from an analysis of the consistency and predictability of a company's financial performance, debt to equity ratio, sales volume, business longevity, price volatility and other factors. A stock with an RS rating greater than 1.00 is safer and more predictable than the average stock in the VectorVest database. VectorVest favors the purchase of stocks of companies with consistent, predictable financial performance.

RT (Relative Timing): RT is a fast, smart, accurate indicator of a stock's price trend. ELN has a Relative Timing rating of 0.07, which is very poor on a scale of 0.00 to 2.00.  RT is computed from an analysis of the direction, magnitude, and dynamics of a stock's price movements over one day, one week, one quarter and one year time periods. Once a stock's price has established a strong trend, it is expected to continue in that trend for the short-term. If a trend dissipates, RT will gravitate toward 1.00. RT will explode from bottoms, dive from tops, and reflect changes in price momentum. VectorVest favors the purchase of stocks with RT ratings above 1.00.

VST (VST-Vector):  VST is the master indicator for ranking every stock in the VectorVest database. ELN has a VST rating of 0.61, which is poor on a scale of 0.00 to 2.00. VST is computed from the square root of a weighted sum of the squares of RV, RS, and RT. Stocks with the highest VST ratings have the best combinations of Value, Safety and Timing. These are the stocks to own for above average, long-term capital appreciation. VectorVest advocates the purchase of safe, undervalued stocks rising in price.

CI (Comfort Index): CI is an indicator which reflects a stock's ability to resist severe and/or lengthy price declines. ELN has a CI rating of 0.00, which is very poor on a scale of 0.00 to 2.00. CI is quite different from RS in that it is based solely upon a stock's long-term price history. VectorVest advocates the purchase of high CI stocks.

GRT (Earnings Growth Rate): GRT reflects a company's one to three year forecasted earnings growth rate in percent per year. ELN has a forecasted Earnings Growth Rate of 19.00%, which VectorVest considers to be very good. GRT is computed from historical, current and forecasted earnings data. It is updated each week for every stock in the VectorVest database. GRT often foretells a stock's future price trend. If a stock's GRT trend is upward, the stock's price will likely rise. If GRT is trending downward, the stock's Price will probably fall. VectorVest favors the purchase of stocks whose GRT is rising and is greater than the sum of current inflation and interest rates, (8.70%).

Recommendation (REC): VectorVest gives a Buy, Sell, Hold recommendation on every stock, every day. ELN has a Sell recommendation. REC reflects the cumulative effect of all the VectorVest parameters working together. These parameters are designed to help investors buy safe, undervalued stocks rising in price. They also help investors avoid or sell risky, overvalued stocks falling in price. VectorVest recommends that investors buy high VST-Vector, Buy-rated stocks in rising markets.

Stop (Stop-Price): Stop is an indicator of when to sell a long position or cover a short position.  ELN has a Stop of $14.15 per share. This is $7.17 above ELN's current closing Price. A stock's Stop is computed from a 13 week moving average of its closing prices, and is fine-tuned according to the stock's fundamentals. High RV, high RS stocks have lower Stops, and low RV, low RS stocks have higher Stops. In the VectorVest system, a stock gets a 'B' or 'H' recommendation if its Price is above its Stop and an 'S' recommendation if its Price is below its Stop.

EPS (Earnings per Share):  EPS stands for leading 12 months Earnings Per Share.  ELN has a forecasted EPS of $-0.76 per share. VectorVest determines this forecast from a combination of recent earnings performance and traditional fiscal and/or calendar year earnings forecasts.

P/E (Price to Earnings Ratio): P/E is a popular measure of stock valuation which shows the dollars required to buy one dollar of earnings.  ELN has a P/E of -9.18. This ratio may be deemed to be high or low depending upon your frame of reference. The average P/E of all the stocks in the VectorVest database is 29.25. P/E is computed daily using the formula: P/E = Price/EPS.

EY (Earnings Yield): EY reflects earnings per share as a percent of Price. EY is related to P/E via the formula, EY = 100 / (P/E), and may be used in place of P/E as a measure of valuation. EY has the advantages that it is always determinate and can reflect negative earnings. ELN has an EY of -10.82 percent. This is below the current average of 3.42% for all the stocks in the VectorVest database. EY equals 100 x (EPS/Price).

GPE (Growth to P/E Ratio): GPE is another popular measure of stock valuation. It compares earnings growth rate to P/E ratio. ELN has a GPE rating of -2.05.  High growth stocks are believed to be able to justify high P/E ratios. A stock is commonly considered to be undervalued when GPE is greater than 1.00 and overvalued when GPE is below 1.00. Unfortunately, this rule of thumb does not take into account the effect of interest rates on P/E ratios. The operative GPE ratio of 1.00 is valid when and only when interest rates equal 10%. With long-term interest rates currently at 5.70%, the operative GPE ratio is 0.32. Therefore, ELN may be considered to be overvalued.

DIV (Dividend): VectorVest reports annual, regular, cash dividends as indicated by the most recent payments. Special distributions, one-time payments, stock dividends, etc., are not generally included in DIV. ELN does not pay a dividend.

DY (Dividend Yield): DY reflects earnings per share as a percent of Price. ELN does not pay a dividend, so it does not have a Dividend Yield rating. . DY equals 100 x (DIV/Price). It is useful to compare DY with EY. If DY is not significantly lower than EY, the dividend payment may be in jeopardy.


DS (Dividend Safety): DS is an indicator of the assurance that regular cash dividends will be declared and paid at current or at higher rates for the foreseeable future. ELN does not pay a dividend, so it does not have a Dividend Safety rating . Stocks with DS values above 75 typically have RS values well above 1.00 and EY levels that are much higher than DY.

DG (Dividend Growth Rate): Dividend Growth is a subtle yet important indicator of a company's financial performance. It also provides some insight into the board's outlook on the company's ability to increase earnings. ELN does not pay a dividend, so it does not have a Dividend Growth rating .

YSG (YSG-Vector): YSG is an indicator which combines DIV, DY and DG into a single value, and allows direct comparison of all dividend-paying stocks in the database. ELN does not pay a dividend, so it does not have a YSG rating . Stocks with the highest YSG values have the best combinations of Dividend Yield, Safety and Growth. These are the stocks to buy for above average current income and long-term growth.

Open: ELN opened trading at a price of $7.12 per share on 3/30/2005.

High: ELN traded at a High price of $7.17 per share on 3/30/2005.

Low: ELN traded at a Low price of $6.96 per share on 3/30/2005

Close: ELN closed trading at price $6.98 per share on 3/30/2005. (Close is also called Price in the VectorVest system)

Range: Range reflects the difference between the High and Low prices for the day. ELN traded with a range of $0.21 per share on 3/30/2005.

$Change: ELN closed down 0.12 from the prior day's closing Price.

%PRC: ELN's Price changed -1.69% from the prior day's closing price.

Volume: ELN traded 9,573,900 shares on 3/30/2005.

AvgVol: AvgVol is the 50 day moving average of daily volume as computed by VectorVest. ELN has an AvgVol of 20,408,300 shares traded per day.

%Vol: %Vol reflects the percent change in today's trading volume as compared to the AvgVol. %Vol equals 100 x (Volume/AvgVol). ELN had a %Vol of -53.09% on 3/30/2005

Sales: ELN has annual sales of $640,000,000

Sales Growth: Sales Growth is the Sales Growth Rate in percent over the last 12 months. ELN has a Sales Growth of -46.00% per year. This is very poor. Sales Growth is updated each week for every stock. It is often useful to compare Sales Growth to Earnings Growth to gain an insight into a company's operations.

Sales Per Share (SPS): ELN has annual sales of $1.66 per share. SPS can be used as a measure of valuation when comparing stocks within an Industry Group.

Price to Sales Ratio (P/S): ELN has a P/S of 4.21. This ratio is also used as a measure of valuation. Here, too, it is useful when comparing stocks within an Industry Group.

Shares: ELN has 386,000,000 shares of stock outstanding.

Market Capitalization: ELN has a Market Capitalization of $2,695,000,000. Market Capitalization is calculated by multiplying price times shares outstanding.

Industry Group: ELN has been assigned to the Drug (Ethical) Industry Group. VectorVest classifies stocks into over 200 Industry Groups and 40 Business Sectors.

Business Sector: ELN has been assigned to the Drug Business Sector. VectorVest classifies stocks into over 200 Industry Groups and 40 Business Sectors.

The basic strategy of VectorVest is to buy Low risk, High reward stocks. We suggest that Prudent investors buy enough High Relative Value, High Relative Safety stocks to keep the overall RV and RS ratings of their portfolios above 1.00. As you do this, you'll find that your risk will go down and your investment performance will improve.

Graph

Elan PLC ADR
                    §
Drug (Ethical)

 

Guru Picks
Gurus Buy Turnaround Stocks
Matt Rand; data provided by Marketocracy, 04.04.05, 5:45 PM ET


NEW YORK - Detroit automaker General Motors drove into a wall on March 16 when it cut first quarter profit projections from breakeven to a loss of $1.50 per share, and lowered full-year earnings guidance from the $4 to $5 per share range down to $1 to $2 per share. The stock dropped 14% that day, falling below $30 for the first time in nearly two years.

The top investors at Marketocracy had been loading up on GM prior to the announcement, but sold off into the frenzy. Now they're buying again, adding 82% to their holdings of the automaker to put it into the top 18% of their portfolios at an average price of $29.23.

Investors have largely avoided automakers lately, as oil prices approaching $60 per barrel have scared off potential buyers, fearful that auto sales will drop off if oil prices keep rising. GM (nyse: GM - news - people ) trades for just 4.6 times 2004 earnings of $6.40 per share. At an average of 75 cents per share, analysts' estimates for GM's 2005 earnings are more pessimistic than the low-end of the company's guidance. Based on that estimate, GM has a lofty price-to-earnings ratio of 39 times this year's earnings.
Looking for steady income and high yields on bonds, convertibles, and preferreds? Click here for picks from Forbes/Lehmann Income Securities Investor.
Special Offer: Marketocracy's Marketscope, the journal of its best-performing 100 investors, has more than tripled the return of the S&P 500 since its inception. Right now the M100 are still buying energy stocks. Click here for the full list of current buys, including several in health care.
While GM has $36 billion in cash to help it weather the current storm, its long-term debt has been steadily increasing to more than $300 billion. GM said on Monday April 4 that its chief executive, Rick Wagoner, would be shifting focus directly on North American sales to gain back some of the rusting car giant's lost market share. Gurus expect a comeback.

One of the reasons that GM gave for its deteriorating profits was escalating health care costs--a problem bedeviling many large employers. That provides some fundamental basis for one of the gurus' biggest "buys": Virginia Beach-based health insurance company Amerigroup (nyse: AGP - news - people ). The stock hit a high of $43.69 in February, but has fallen off to $36.43, or 21.7 times its last 12 months of earnings. The M100 more than tripled their holdings of the company on March 30.

Another "buy" was New York-based insurer American International Group (nyse: AIG - news - people ), which has lost about 30% since mid-February. The insurer began its nosedive when the Securities and Exchange Commission and New York Attorney General Eliot Spitzer launched investigations into its accounting practices, and continued as the company delayed release of quarterly earnings. Hank Greenberg, AIG's former CEO and chairman, has been forced out and plenty of investors have jumped ship as well. But Wall Street analysts at Smith Barney and Morgan Stanley have upgraded the stock, and gurus opened a new position at an average price of $58.80. Since their buy, the stock fell even further, to $50.95, or 12.3 times trailing 12 months of earnings.


They also bought Durham, N.C.-based semiconductor materials and LED device maker Cree (nasdaq: CREE - news - people ), which was hammered in January, losing 26% in one day after announcing second quarter (ended in December 2004) net income of 27 cents per share (excluding tax adjustments), missing analyst expectations of 32 cents per share. It has drifted lower since then, closing at $21.30 recently, or 19 times its last 12 months of earnings. The company will announce its third quarter earnings on April 14, with nearly 18% of the float sold short, as of early March.
Special Offer: In November 2002, Turnaround Letter editor George Putnam told subscribers to buy Apple Computer at $7.80 (split-adjusted). Today it trades over $41-- a gain of more than 425%. Click here for a complete list of Putnam's current turnaround picks.
On March 30, gurus dumped all their shares of Columbus, Ohio-based homebuilder M/I Homes (nyse: MHO - news - people ), taking profits on the company, which is up 34% from its July lows. Gurus got out of the stock, which trades at 1.4 times the company's book value, just in time to qualify for its miniscule 2.5 cents per share dividend.

Marketocracy's best stock pickers also sold off 67% of their shares of Home Depot (nyse: HD - news - people ), the Atlanta-based home-improvement retailer. At $37.60, the stock is only slightly up from where the gurus bought it in April 2004.

And they sold off most all of their shares of Los Altos, Calif.-based semiconductor design company Rambus (nasdaq: RMBS - news - people ), after it failed to make significant gains on the settlement of its patent infringement suit against Infineon (nyse: IFX - news - people ), which could pay Rambus as much as $150 million as part of a settlement. Rambus trades at just under $15, having lost half of its value over the past 52 weeks, and yet it's still valued at almost 47 times its past 52 weeks of earnings. Nearly 12% of shares were short in early March.
Guru Buys (Net):
General Motors (nyse: GM - news - people )

Amerigroup (nyse: AGP - news - people )

American International Group (nyse: AIG - news - people )

Cree (nasdaq: CREE - news - people )
Guru Sells (Net):
M/I Homes (nyse: MHO - news - people )

Home Depot (nyse: HD - news - people )

Rambus (nasdaq: RMBS - news - people )


 

Heute will ich aber über 3 € !!!  

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<!-- end story level branding -->Guru Picks
Gurus Find Fresh Energy Picks
Matt Rand; data provided by Marketocracy, 05.17.05, 9:00 AM ET

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<!--/OUTER BOX TABLE-->NEW YORK - Oil prices are down nearly 20% from their highs above $56 per barrel, dipping briefly below $48 per barrel on Monday. While most investors lightened up on energy stocks during the oil slump, the best investors tracked by Marketocracy, known as the M100, instead saw another energy buying opportunity, buying the dip in what they believe is an energy bull market with more room to run.

Looking to lock in 12%-plus yields? Click here for Forbes bond guru Richard Lehmann's current buy list of Canadian Energy Trusts.

Of course, the M100 are no newcomers to energy. There are nine oil and gas companies in the top 1% of their portfolios, and energy as a sector represents 23.2% of their holdings.

On Tuesday, May 10, gurus bought shares of Old Greenwich, Conn.-based petroleum refiner Premcor (nyse: PCO - news - people ). Though the company's stock has doubled during the past year to its peak of $73.15 in April, it has slipped back, closing at $62.05 on Monday. That April peak came on Valero Energy's (nyse: VLO - news - people ) announcement that it wanted to buy Premcor for $8 billion. (Valero is one of the top guru energy holdings. See below for a list of the nine that make the top 1% of guru portfolios).

Special Offer: Track Marketocracy's best-performing stock investors, the M100, in its monthly journal, Marketscope. Currently, energy and technology stocks dominate its portfolio. Click here for mid-May buys and sells.

Premcor announced that first-quarter earnings more than doubled, to $1.36 per share, a few days after the Valero news. Gurus added 38% to their holdings of the stock, pushing it into the top 7% of M100 portfolios, while other investors were selling it. Despite their "hockey stick" stock charts, Premcor sells for a modest price-to-earnings ratio of 10; Valero has a P/E of 8.

The top buy last week was Houston.-based oil and gas company Edge Petroleum (nasdaq: EPEX - news - people ). The company, which trades at $13, or 11.75 times earnings, is at its lowest levels of 2005, after running up to $18 in March. First-quarter net income was $4.7 million, a 44% increase over the year before, but because of dilution, it was only an 8% per share increase, to 27 cents per share.

Gurus purchased their initial position in Canadian energy distributor Enbridge (nyse: ENB - news - people ) last summer, when it was trading below $40. Now at $52.06, the gurus have added to the position, nearly tripling their number of shares on Friday, May 13. The company said earlier in the month that it earned $1.05 per share in the first quarter, up 94% from the year before. But it also said that a lot of the difference was due to including winter numbers this year, as opposed to autumn numbers the year before. Winter is usually the time of greatest demand for gas, especially in Canada. Revenue was up 46.7% to $1.8 billion. The stock trades at less than 15 times earnings, and is in the top quartile of guru holdings.

Special Offer: Buying the dip in energy stocks? Click here to download "Oil & Gas: Slam Dunk Investing For Income And Capital Gains," a special report from Professional Timing Service.

Houston-based Oil States International (nyse: OIS - news - people ), a drilling services company, was another top buy. Gurus tripled their holdings of the company on Friday, May 13, at an average price of $22.12 per share, or just less than 13 times expected 2005 earnings. In late April, Oil States surprised analysts, announcing first-quarter earnings of 50 cents per share, easily beating estimates of 41 cents per share. Then, in early May, the company said that it was acquiring Stinger Wellhead Protection for $83.1 million. Stinger brought in $57.8 million in revenue in 2004. Gurus think Oil States is positioned to make gains.

Among the top guru energy holdings are a couple of oil shippers: Knightsbridge Tankers (nasdaq: VLCCF - news - people ), which has five ships, and Nordic American Tanker Shipping (nyse: NAT - news - people ), which has six. Both offer hefty dividends, with Knightsbridge paying 13.7% and Nordic American paying 11.3%. Dividend payouts are highly dependent on income, and income over the past 12 months has been strong.

Other big dividend payers are two trusts included in the top holdings. Provident Energy Trust (amex: PVX - news - people ), a Canadian trust that holds petroleum and natural gas properties, pays 11.8%. Fort Worth, Tex.-based San Juan Basin Royalty Trust (nyse: SJT - news - people ), whose stock is up 19.5% in 2005 despite losing 3% on Monday, pays 7.2%.

Energy Buys

Premcor (nyse: PCO - news - people )
Edge Petroleum (nasdaq: EPEX - news - people )
Enbridge (nyse: ENB - news - people )
Oil States International (nyse: OIS - news - people )

Top Energy Holdings

Knightsbridge Tankers (nasdaq: VLCCF - news - people )
Vintage Petroleum (nyse: VPI - news - people )
Provident Energy Trust (amex: PVX - news - people )
PetroKazakhstan (nyse: PKZ - news - people )
Nordic American Tanker Shipping (nyse: NAT - news - people )
ConocoPhillips (nyse: COP - news - people )
Valero Energy (nyse: VLO - news - people )
San Juan Basin Royalty Trust (nyse: SJT - news - people )
Denbury Resources (nyse: DNR - news - people )

Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the 100 top-performing portfolios are mirrored in a real-life mutual fund, the Masters 100 Fund ( MOFQX) . Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100.

For more information about Marketscope, the journal of Marketocracy's best investors, click here.

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Guru Picks
Gurus Trim Energy, Buy Banks And Tech
By Matt Rand; data provided by Marketocracy, 05.24.05, 6:00 PM ET

NEW YORK - The best investors at Marketocracy have struggled to find their footing this year. While the S&P 500 has lost 1.5% in 2005, and the Nasdaq is down 5.5%, the Marketocracy Masters 100 Fund (MOFQX) has slid 8.8%. In that time, the top-100 pickers at Marketocracy have weighted themselves more heavily in oil, buying energy stocks as the price of crude has skid.
Lock in yields of 12% on Canadian energy royalty trusts. Click here for the best names in the bunch from the Forbes/Lehmann Income Securities Investor.
If they're right about oil bouncing back, their portfolios could surge past the indexes. They are not, however, placing all of their bets on oil. Last week, the M100 bought stocks in a variety of sectors, shopping very tentatively for the next big thing. And they took profits on a few of their oil holdings, but remain invested in energy to the tune of nearly one-quarter of their portfolios.

Their top-two buys for the week were banks. South Korean Kookmin Bank (nyse: KB - news - people ) was the top buy. It's up 14% in 2005, to $44.67. While that's nearly 25 times trailing earnings, it comes out to just ten times the expected 2005 earnings. Those expectations are propped up by first-quarter profits of $345.3 million, up 128% over the first quarter of 2004, thanks to a 70% smaller provision for bad loans. With growth projected at 12.6% annually over the next five years, the price represents a price-to-earnings-growth ratio of less than 0.8.
Special Offer: Marketocracy's best investors have beaten the overall market since its inception in November 2001, by shifting into and out of styles and sectors that produce profits. Energy stocks have been big winners. Click here to download a new report from MarketScope "Five Oil Plays That Will Profit Whether Oil Goes Up Or Down."
The second most numerous buy was Arlington, Va.-based investment bank Friedman, Billings, Ramsey (nyse: FBR - news - people ). FBR went on a nose-dive this spring, dropping from nearly $20 to a low of $10.46, before pulling back to its current level of $13.65. First-quarter earnings per share were down 74% to 14 cents per share, a huge blow. But the company was also dogged by scandal, with the Securities and Exchange Commission investigating three executives for insider trading from the company's 2001 PIPE deal. Plenty of class-action lawsuits have popped up, and the CEO has left the company. Gurus like the price-to-earnings ratio (P/E) of eight, though, and they like to bet on distressed financials, such as Puerto Rican bank Doral Financial (nyse: DRL - news - people ).

Another buy was Greg Manning Auctions (nasdaq: GMAI - news - people ), the West Caldwell, N.J.-based collectibles auction house. Greg Manning stock is going for $9.50, coming off of the low-end of its 52-week range. The stock dropped 17% on a fiscal third-quarter earnings miss, announced earlier this month. Earnings were up 26% to 29 cents per share for the quarter, but that missed the 31 cents per share expected by the analyst who covers the stock. Nevertheless, the stock trades at just 7.3 times earnings, and gurus saw an opportunity to add a reasonably valued stock to their holdings.

They also added to their holdings of Steel Dynamics (nasdaq: STLD - news - people ), though guru positions in the stock are a fraction of what they were this winter. The Fort Wayne, Ind.-based steelmaker hit a high of $46.40 in late February, but has since slid 40% to a range at less than five-times earnings where the gurus are buying again. The stock has plenty of supporters on Wall Street, as institutional holders account for 95% of the float.

Aliso Viejo, Calif.-based Qlogic (nasdaq: QLGC - news - people ) was also a buy. The networking-equipment supplier makes components for original-equipment manufacturers and has dropped 26% from February and March highs above $43 to its current price of $32.25. Priced at more than five-times sales and more than three-times book value, Qlogic hardly seems cheap, but its P/E is under 20, which is reasonable considering the industry average is nearly 26. Gurus were much more heavily invested in Qlogic a year ago, but they've begun to add back to their holdings.
Special Offer: Do you believe the energy bull has room to run? Curtis Hesler does. Click here to download "Oil & Gas: Slam Dunk Investing For Income And Capital Gains," a special report from Hesler's Professional Timing Service.
The top-M100 sell was Italian oil and gas company Eni SpA (nyse: E - news - people ), which produces most of its oil in North Africa. The stock is up about 30% over the past 52 weeks to $127.99, but has traded sideways in 2005. Gurus decided to take profits and sold 80% of their position last week.

Other energy sells included Petrohawk Energy (nasdaq: HAWK - news - people ), a Houston-based oil and gas exploration company; CanArgo Energy (amex: CNR - news - people ), which produces oil and gas in Kazakhstan and the Republic of Georgia; Carrizo Oil and Gas (nasdaq: CRZO - news - people ), another Houston-based company, and Transglobe Energy (amex: TGO - news - people ), a Canadian oil and gas company that explores for oil in Canada and Yemen.

Gurus dumped all of their shares of all of these companies. CanArgo and Hawk have erased their gains from earlier in the year, but the other companies gave gurus profits to walk away with.

Guru Buys:
Kookmin Bank (nyse: KB - news - people )
Friedman, Billings, Ramsey (nyse: FBR - news - people )
Greg Manning Auctions (nasdaq: GMAI - news - people )
Steel Dynamics (nasdaq: STLD - news - people )
Qlogic (nasdaq: QLGC - news - people )

Energy Sells:
Eni SpA (nyse: E - news - people )
Petrohawk Energy (nasdaq: HAWK - news - people )
CanArgo Energy (amex: CNR - news - people )
Carrizo Oil and Gas (nasdaq: CRZO - news - people )
Transglobe Energy (amex: TGO - news - people )


Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top-100 performing portfolios are mirrored in a real-life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100.

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Gurus Buy Brazil, Abandon Biotechs
Matt Rand; data provided by Marketocracy, 06.21.05, 3:25 PM ET


Related Quotes
      AGEN      5.63§- 0.09
       BAK     17.70§- 0.24
      BIIB     35.25§- 0.15
       ELN      6.99§+ 0.01
       GGC     34.72§- 1.13
      IDEV      2.97§- 0.08
       LYO     25.37§- 0.68
      MICU     27.92§- 0.09
       PFE     28.61§- 0.15
       SID     17.47§- 0.50
        TS     77.14§- 0.58
       WCI     31.66§+ 0.01

                    §
NEW YORK -
Looking to lock in 12% yields that ride the rebound in oil? Click here for the best Canadian energy royalty trusts from Forbes/Lehmann Income Securities Investor.
Two weeks ago, the top investors at Marketocracy sold out of Atlanta-based chemical company Georgia Gulf. But then they had a change of heart. In a flurry of chemical company buys, the best 100 stock pickers at the stock-trading Web site pushed Georgia Gulf back into the top 10% of their holdings.

Georgia Gulf (nyse: GGC - news - people ) has been in trouble, with plant outages thinning its chemical supply and price cuts made to stay competitive taking a chunk out of earnings. The company warned that second-quarter income would only be about half as much as the company earned in the first-quarter. The stock trades at four times book value and 9.6 times trailing earnings.

Other chemical buys were Braskem (nyse: BAK - news - people ), of Sao Paolo, Brazil, and Lyondell Chemical (nyse: LYO - news - people ), of Houston, Tex. Braskem, which split two-for-one this May, has been a fast-growing company. This year, analysts expect earnings per share to grow 127%, to $2.41 from $1.06 in 2004. The same two analysts expect income to grow 56% from 2005 to 2006.

Braskem's growth, however, hasn't pushed the stock up to an inflated price-to-earnings ratio. The stock trades for 8.8 times earnings and a very modest price-to-earnings-growth ratio of 0.4. Lyondell is expected to grow even faster: 370.5% this year, for expected earnings of $2.87 per share in 2005. Analysts look for another 61% growth into 2006. But that growth is supposed to slow down considerably, enough so that the analysts' expected five-year growth rate for the company is just 4.2%. So Lyondell's PEG ratio is a bulging 2.1. Still, at $26.05, Lyondell is 27% off its March high, and gurus, who added 30% to push the stock to the top 2% of their holdings, think it has more room to run.

Special Offer: By shifting in and out of styles and sectors that produce profits, Marketocracy's best have beaten the overall market soundly since inception in November 2001. Besides energy stocks, health care stocks have been big buys. Click here for company names in the Marketocracy MarketScope newsletter.
Aside from chemical company stocks, gurus also added a homebuilder and a steel company last week. Bonita Springs, Fla.-based WCI Communities (nyse: WCI - news - people ) surged last week to an intraday high near its March high of $36.30, and gurus got into the game, adding 174% to their holdings, which is now in the top 2% of guru portfolios. Most homebuilders have long since marched past their March highs, but WCI has lagged its peers in the Philadelphia Housing Sector Index since March, after significantly outpacing the group in the first three months of 2005. WCI closed at $31.65 on Monday, 11.9 times trailing earnings.

Although the M100 were selling selected steel companies two weeks ago, last week they more than doubled their shares of Brazilian steel maker Companhia Siderurgica Nacional (nyse: SID - news - people ). Having erased an early 2005 run to more than $26, CSN now trades at $17.97, or five times earnings. Gurus got in last week too late for the current round of dividends, which were paid this week to investors who held shares as of May 2. The annual dividend rate is more than 15%. Further, the company plans to buy back 15 million shares by May 2006.

On the sell side, gurus took profits in shares of industries that actually had pretty bullish news coming out last week. After Pfizer (nyse: PFE - news - people ) acquired Vicuron (nasdaq: MICU - news - people ) last week for $1.9 billion (sending Vicuron shares nearly 80% higher), the biotech investing community was abuzz with talk over which mergers might come next. But gurus sold off three biotechnology stocks.

New York, N.Y.-based Antigenics (nasdaq: AGEN - news - people ) is down 43.5% in 2005 and hardly seems an acquisition candidate, given that it has only one Phase III drug candidate and that the drug, Oncophage, which is intended to treat kidney cancer, is not raising eyebrows. The EU recently gave the drug "orphan drug status," meaning that a small number of people have the disease, and so tax breaks and exclusive patents will help to recoup the company's investment in researching the drug. The U.S. Food and Drug Administration gave the drug orphan status three years ago. But Prudential Securities has said that it expects weak results from the current trial and that any negative announcement could send shares tumbling more than they already have, as the company doesn't have much else up its sleeve. The M100 dumped all of their shares.

Special Offer: Oil is making new highs again. Position your portfolio for the next leg up of this energy bull market. Click here to download "Oil & Gas: Slam-Dunk Investing for Income and Capital Gains," a special report from Curtis Hesler's Professional Timing Service.
They also dumped all of their shares of Lexington, Mass.-based Indevus Pharmaceuticals (nasdaq: IDEV - news - people ), which has fallen 50% in 2005 to $3.05. The stock attempted a rally last week after Indevus said that the once-daily version of its overactive-bladder treatment, Sanctura, had performed well in a Phase II study. The rally was short-lived.

Another biotech sell was Cambridge, Mass.-based Biogen Idec (nasdaq: BIIB - news - people ), which has been assailed, along with partner Elan (nyse: ELN - news - people ), by reports of patients in studies of Tysabri (which the companies are co-developing) coming down with the potentially fatal disease PML. While Biogen was trading in the mid-to-upper 60s earlier in the year, it now sells for $35.40. But that price is still about 112 times trailing earnings. Gurus, who still own plenty of shares of Elan, gave up on Biogen last week.

With oil rallying last week and hitting $60 per barrel on Monday, June 20, the gurus, who continue to be more heavily invested in oil stocks than in anything else, sold off all their shares of Tenaris (nyse: TS - news - people ), a Luxembourg-based company that makes steel pipes for oil producers. The stock rallied last week, to break $75, but gurus sold earlier in the week for an average price of $71.35. Still, it has doubled in the last 52 weeks and now sells for 3.2 times book value but only nine times trailing earnings. Gurus were happy with their gains on Tenaris, and took their money off the table.

Guru Buys:
Georgia Gulf (nyse: GGC - news - people )
Braskem (nyse: BAK - news - people )
Lyondell Chemical (nyse: LYO - news - people )
WCI Communities (nyse: WCI - news - people )
Companhia Siderurgica Nacional (nyse: SID - news - people )

Guru Sells:
Antigenics (nasdaq: AGEN - news - people )
Indevus Pharmaceuticals (nasdaq: IDEV - news - people )
Biogen Idec (nasdaq: BIIB - news - people )
Tenaris (nyse: TS - news - people )

Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best performing group of investors, known as the M100. Click here for more information about the M100.

More Guru Picks

Send comments and questions to newsletters@forbes.com.

Want to track news by this author or about this industry? Forbes Attaché makes it easy. Click here.  

<!--StartFragment --> Hier ein paar Links, da ich nicht immer alles verfolgen kann für die Interessierten: 

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Fresh buys from Marketocracy include an ETF that tracks the Russell 2000 and two farming-related names.

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Internet Stocks Click With Gurus
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Marketocracy's best bought into Imclone; and eBay's parent, PayPal; as well as PayPal's new competitor, Google.

What Ever Happened to Caddies, Anyway?
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Requiem for a Caddie.

Energy Stock Heat Wave
June 14, 2005
Gurus are still swooning over oil and gas stocks, but they're dumping steel.

Ten Stocks Marty Would Love
June 10, 2005
Martin Zweig, one of the most successful investment gurus, has quit the game, but his growth and value strategy lives on.

Gurus Still Chugging Oil Stocks
June 07, 2005
Marketocracy's best are buying up even more oil stocks, as well as controversial biotech Elan. They sold off financials.

Gurus Bail On Home Builders, But Buy Insurance
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Before the surprisingly strong consumer confidence report this week, the best investors at Marketocracy were selling off consumer discretionary stocks.

http://www.forbes.com/search/...ap%2Cbest%2Cbow%2Cap%2Cpinnacor%2Cafx

 

Guru Picks
Gurus Dump Dick's, Bet On Redstone
John Dobosz; data provided by Marketocracy, 08.30.05, 10:15 AM ET



NEW YORK - The Dow Jones Industrial Average led the major stock indexes lower for the week with a drop of 1.5%, while the S&P 500 was down 1.2%, and the Nasdaq declined 0.7%. The trading action of the M100 reflects the downside leadership of large-caps, with the best stock pickers at Marketocracy selling REITs en masse while taking profits in some hot biotech issues and casting aside a couple of retail laggards.
Click here to download "Oil & Gas: Slam-Dunk Investing for Income and Capital Gains," a special report from Curtis Hesler's Professional Timing Service.
The biggest dollar-value buy was the purchase of 18,382 shares of Click Commerce (nasdaq: CKCM - news - people ) for $323,527. The Chicago-based, $207 million (market cap) company provides collaborative commerce solutions for enterprises and institutions. The company last week released the latest version of a product for research institutions to automate their regulatory compliance procedures, manage research project approvals and improve the efficiency of complicated human and animal research.

Revenue for the June quarter was up 115% to $13.3 million, compared with the quarter ended June 30, 2004. Net income shot up 117% to $3.2 million. Shares have surged 242% in the past 12 months but closed Aug. 26 at $17.60, 40% lower than their 52-week high of $22.90 on Aug. 1.

Shorts have been feasting on Click Commerce; as of Aug. 10, 21.4% of its shares were sold short. Since then, the price has dropped another 15%. Gurus were willing to get on board for a possible short squeeze, feeling comfortable enough buying a stock that trades for 13 times expected 2005 earnings of $1.34 per share.

Special Offer: By profitably shifting into and out of styles and sectors, Marketocracy's best have beaten the S&P 500 soundly since their inception in November 2001. Click here for a full list of the names the smart money is buying now in the Marketocracy Marketscope newsletter.

In another e-commerce buy, Gurus snapped up $108,628 worth of stock in Austin, Tex.-based Perficient (nasdaq: PRFT - news - people ). The company designs and sells supply chain and customer relationship management software for small- and medium-sized businesses in the central U.S. Four weeks ago, Perficient posted a 91% increase in revenue to $21.7 million for the June quarter, compared with the year-before period. Net income doubled to $1.6 million. Perficiennt is up 121% in the past year, but considering the company's rapid growth, the stock looks reasonably cheap with a price-to-earnings growth ratio of 0.86.

Gurus also plunked down $67,881 on shares of Midway Games (nyse: MWY - news - people ). The Chicago-based company sells videogames for personal computers, home consoles and handheld Advance. After hitting a 52-week high of $16.80, shares pulled back 9.2% by Aug. 26 on news that Midway would issue 1.19% more common stock to convert preferred shares.

Viacom (nyse: VIA - news - people ) Chairman Sumner Redstone directly owns 57.5 million of Midway's 87.4 million outstanding shares; through his National Amusements affiliate, he controls 81% of Midway's voting securities. Despite losing $44 million on sales of $145 million in the past 12 months, Midway shares doubled between mid-May and mid-August. Its net loss for the second quarter totaled $29.9 million, more than double the $11.2 million it lost a year before.

Nonetheless, new releases of Unreal Tournament and Rise and Fall: Civilizations at War for the PC and a new generation of home consoles give the gurus confidence Midway will soon be making money for Redstone and other investors.

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Two more big guru buys were in shares of specialized software companies: Avid Technology (nasdaq: AVID - news - people ) and Fair Isaac (nyse: FIC - news - people ). Tewksbury, Mass.-based Avid is a leader in developing and selling digital editing systems for video and audio. Avid hit a new 52-week low of $35.78 on Aug. 26 but closed at $36.52, or 16 times expected 2005 earnings of $2.20 per share. The company has a market capitalization of $1.3 billion, no debt and an attractive PEG ratio of 0.83.

Best known for its credit-score calculation services, Minneapolis-based Fair Isaac also sells software to government and industry for making business decisions and reviewing medical bills. The company earned $113 million on revenue of $786 million in the past 12 months. Gurus didn't mind the multiple of 22 times current-year earnings and bought into the company, which grew second-quarter EPS by 27% on a year-over-year basis.

There were also some dramatic reversals of opinion within the M100. Two recent big buys in depressed retailers got dumped.

Special Offer: Click here to download "10 Small-Cap Stocks to Buy Now," a new special report from Forbes Growth Investor.

After loading up on shares of Dick's Sporting Goods (nyse: DKS - news - people ) at $32.66 two weeks ago, gurus didn't get much of a bounce and decided to bail. Dick's is down from $40 just two weeks ago when it lowered its 2005 EPS forecast from $1.82-$1.87 to $1.70-$1.75. Dick's dropped 3.5% last week, closing Aug. 26 at $31.50. That's a modest 18 times expected full-year (January 2006) EPS of $1.72, an expected 22% jump from last year's EPS. Dick's may find support at its April 29 low of $29.62, but the gurus didn't care to wait and sold all of their shares.

Pier 1 Imports (nyse: PIR - news - people ), too, is looking more like a value trap than the value play gurus thought it was two weeks ago when they picked up 5,122 shares at $13.99. Pier 1 lost another 7.8% last week, after forecasting a loss of $0.12-$0.14 for the quarter ending Aug. 27, compared with a $0.12-per-share profit a year ago. Earlier in August, the Fort Worth, Tex.-based household-furnishings retailer forecast EPS would come in between a loss of $0.07 per share to a profit of $0.03. Shares closed Aug. 26 at $12.90, and gurus sold.

Gurus also took profits where they could in biotechnology. Shares of ViroPharma (nasdaq: VPHM - news - people ) are up 653% in the past year and hit a 52-week high of $17.30 on Aug. 26. The Exton, Pa.-based company develops drugs to treat viral diseases. Gurus took advantage of the 70% gain in the past two weeks and sold out of ViroPharma.

Special Offer: Play the oil bull market and lock in yields of 12% and higher on Canadian energy royalty trusts. Click here for the best names to buy now from the Forbes/Lehmann Income Securities Investor.

Gurus also sold off shares of Genzyme (nasdaq: GENZ - news - people ) and Protein Design Labs (nasdaq: PDLI - news - people ). Genzyme had gained 25% in July but pulled back to $68.72 for a 14.4% two-month gain. Protein Design is up 27% in the same period.

Another area of the market from which the gurus fled: real estate investment trusts. From shopping mall operators to apartment REITs, gurus completely sold out of a handful of names in the group, including General Growth Properties (nyse: GGP - news - people ), Duke Realty (nyse: DRE - news - people ), Post Properties (nyse: PPS - news - people ) and Vornado Realty Trust (nyse: VNO - news - people ).

Guru Buys
Click Commerce (nasdaq: CKCM - news - people )
Perficient (nasdaq: PRFT - news - people )
Avid Technology (nasdaq: AVID - news - people )
Fair Isaac (nyse: FIC - news - people )
Midway Games (nyse: MWY - news - people )

Guru Sells
Dick's Sporting Goods (nyse: DKS - news - people )
Pier 1 Imports (nyse: PIR - news - people )
ViroPharma (nasdaq: VPHM - news - people )
Genzyme (nasdaq: GENZ - news - people )
Protein Design Labs (nasdaq: PDLI - news - people )

Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real-life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100. Click here to check out Marketocracy Marketscope, the journal of the M100.

More Guru Picks

Send comments and questions to newsletters@forbes.com
Want to track news by this author or about this industry? Forbes Attaché makes it easy. Click here.

Related Quotes
      AVID     45.83§+ 1.78

      CKCM     18.19§+ 0.21

       DKS     31.60§+ 0.04

       DRE     33.38§+ 0.08

       FIC     42.14§+ 0.06

      GENZ     72.38§- 0.10

       GGP     46.33§- 0.14

       MWY     15.72§+ 0.24

      PDLI     29.09§- 0.16

       PIR     12.59§+ 0.03

       PPS     38.66§+ 0.48

      PRFT      7.48§+ 0.04

       VIA     34.68§+ 0.32

       VNO     86.60§+ 0.35

      VPHM     17.09§- 0.21

Die Ersteren im Betreff genannt schauen im Chart sehr gut aus.
Die Anderen noch nicht überprüft-.--  

<!--StartFragment --> Guru Picks
Gurus Plug Into Alternative Energy
Matt Rand; data provided by Marketocracy, 09.08.05, 6:00 AM ET

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BURLINGAME, CALIF. -

Prepare your portfolio for profit into next year. Click here now to download our new special report: "Forbes Guru Picks: Eight Great Investments Going Into 2006."

Though oil prices have relented slightly (down to the mid-$60s per barrel) from their late-summer run up to more than $70 per barrel last week, the best-performing investors at Marketocracy feel that energy is a pretty safe bet going forward. Last week, two of their top buys were Louisiana oil and gas stocks Stone Energy and Energy Partners. They put even more money ($106,155) than their combined investment in those two companies into a fuel-cell stock.

Both Louisiana oil and gas companies were new positions last week for the gurus. Both have evacuated their headquarters because of Hurricane Katrina’s ravages, with New Orleans-based Energy Partners (nyse: EPL - news - people ) taking up temporary residence in Houston. Both, however, have said that after an initial assessment of damage, they’ve determined that their properties and equipment are salvageable.

Energy Partners said the damage to its facilities ranged from next to nothing in some facilities to major damage to the buildings (but not the equipment) at its East Shelf facility. Stone said that its damage was minor and it could be producing again in a couple of weeks.

Special Offer: By shifting into and out of different styles and sectors of the market, Marketocracy's M100 have beaten the S&P 500 soundly since November 2001. Click here for a full list of the names the smart money is buying now in the Marketocracy MarketScope newsletter.

Of course, that doesn’t speak to the distribution issues the companies may face, or the logistics of housing employees in the area. These are definitely companies who’ve taken a punch. But Stone was operating with 40% margins, and is valued, at $52.49, at 1.5 times its pre-Katrina book value. If its claims of little damage are true, that strong ratio will stay put. Energy Partners might have a little more trouble getting repairs made, with only $5.7 million in cash and already $222 million in debt. But it has underperformed the exchange tradedEnergy Select SPDR (amex: XLE - news - people ) by more than 10% in the last three months, missing out on the energy sector’s recent run. If the company can resume production quickly, they may be poised to outperform the sector.

In alternative energy, there have been big winners this summer. Fuel-cell companies like Capstone Turbine (nasdaq: CPST - news - people ), Distributed Energy (nasdaq: DESC - news - people ) and Beacon Power (nasdaq: BCON - news - people ) have all added to the riches of their shareholders. Capstone Turbine, for example, has quintupled since June. Mississauga, Ontario-based Hydrogenics (nasdaq: HYGS - news - people )has not been invited to the party, however. In fact, it’s lost about 30% as the others have prospered, falling from its mid-March high of $5.38 to its recent close of $3.75.

Hydrogenics’ second-quarter revenue of $6.3 million was down 44% from the first quarter, but up 75.9% over the second quarter of last year. That comes out to a $9.5 million net loss, or 10 cents per share. But the company did have a lot of orders and finished the quarter with a $19.1 million backlog. That backlog means that Hydrogenics was only able to deliver on a quarter of its existing backlog plus new orders throughout the second quarter. The company could be profitable if it were able to deliver as much power as its customers want. Gurus started a large position in the stock, indicating that they think production capabilities will catch up to customer demand. It’s never a bad thing to have customers.

Special Offer: Hewlett-Packard and Motorola have been market darlings this summer, but are they still buys? Profit from the resurgence in tech. Click here for the current 25-stock Buy List from the Prudent Speculator TechValue Report.

Even larger than their investment in Hydrogenics was the M100’s buy of $138,541 worth of Chinese wireless company Linktone (nasdaq: LTON - news - people ). The company, which sells wireless services like ringtones and messaging, trades for $8.88, is basically flat on 2005, after dipping to $6 in May and fighting back up. Though Wall Street institutions only hold 12.9% of shares, Wall Street analysts are predicting annual growth over the next five years of 40%, putting the company’s price-to-earnings-growth ratio at a paltry 0.4. Gurus bought up 15,601 shares at that PEG ratio.

Rounding out the top buys was relatively low-tech energy company James River Coal (nasdaq: JRCC - news - people ). The Richmond, Va.-based company mines coal in Kentucky and trades for $50.42 per share.

On the sell side, the M100 dumped all of their shares of an assortment of companies. One was the New York-based pharmaceutical Bristol-Myers Squibb (nyse: BMY - news - people ). Shares had been trading at around $25 all summer, but recently slid 4% down to the $24 level.

Another sell-off was Chattanooga, Tenn.-based insurance company UnumProvident (nyse: UNM - news - people ). Gurus were able to take profit on the shares, which have slowly and steadily climbed about 20% since springtime, to a recent close of $19.24. Even there, it’s still trading at just 0.7 times book value.

Special Offer: Energy Independence is a pillar of national security. That's why you'll find investment and trading coverage of alternative energy companies in each issue and hotline of Spear's Security Industry Analyst. Click here for editor Kenneth Reid's latest picks for distributed energy generation.

Gurus also unloaded shares of three acquisition targets. They sold their shares of May Department Stores (nyse: MAY - news - people ), which runs Filene’s Basement and Lord & Taylor, after Federated Department Stores' (nyse: FD - news - people ) $11 billion acquisition of the company closed on Aug. 30. The stock has been trading at about $40 since the deal was announced earlier in the year.

Marketocracy's best stock selectors also sold shares of Old Greenwich, Conn.-based petroleum refiner Premcor (nyse: PCO - news - people ), which was acquired by Valero Energy (nyse: VLO - news - people ). The M100 bought the shares in mid-May, when the stock was in the mid-$60 range and sold last week, when it topped $80, for a 25% gain. The stock has since slipped back to $73.29.

In addition, they sold all of their shares of Louisville, Colo.-based Storage Technology (nyse: STK - news - people ), a data storage company that was acquired by Sun Microsystems (nasdaq: SUNW - news - people ) for $4.1 billion. It’s been trading near $36 since the deal was announced earlier in the summer. The acquisitions of all three companies closed last week.

Guru Buys:

Linktone (nasdaq: LTON - news - people )
Hydrogenics (nasdaq: HYGS - news - people )
Stone Energy (nyse: SGY - news - people )
James River Coal (nasdaq: JRCC - news - people )
Energy Partners (nyse: EPL - news - people )

Guru Sells:

Bristol-Myers Squibb (nyse: BMY - news - people )
UnumProvident (nyse: UNM - news - people )
May Department Stores (nyse: MAY - news - people )
Premcor (nyse: PCO - news - people )
Storage Technology (nyse: STK - news - people )

Marketocracy tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100.

More Guru Picks columns

Send comments and questions to newsletters@forbes.com.

 

 

Ich finde diesen Chart sehr interessant,
Turnaroundwert:

     

Click Commerce (nasdaq: CKCM - news - people )
Perficient (nasdaq: PRFT - news - people )      

Beide sehen sehr erfolgsversprechend aus!  

Guru Picks
Gurus Jump Into Expedia And Small Airline
Matt Rand; data provided by Marketocracy, 09.13.05, 9:30 AM ET
                
§
Following up on the previous week's purchase of Louisiana oil companies, the best stock pickers at Marketocracy took their biggest new position last week in Louisiana marine-pipeline construction and oil-rig repair company Global Industries.
In the last days of August, with Hurricane Katrina's financial damages racking up, Global Industries (nasdaq: GLBL - news - people ) stock shot up nearly 35%, from the mid-tens to a high of $14.29. The stock, which closed last week at $13, trades for 24 times earnings and 3.1 times book value. While Global Industries already had a Katrina rally, gurus think there's more upside as the rebuilding begins.

The M100 also bought up shares of Barry Diller's IAC/InterActiveCorp (nasdaq: IACI - news - people ), as well as shares of travel site Expedia (nasdaq: EXPE - news - people ), which Interactive spun off a month ago. With InterActive at $25.26, and Expedia trading for $22.10, the stocks are worth $47.36, less than the more than $50 that InterActive, which still owns AskJeeves.com, was trading for before the spin-off.
Special Offer: By shifting into and out of different styles and sectors of the market, Marketocracy's M100 have beaten the S&P 500 soundly since November 2001. Click here for a full list of the names the smart money is buying now in the Marketocracy MarketScope newsletter.
Both Expedia and InterActive have fallen a couple of points since the spin-off. Gurus bet that the small declines (10% for Expedia, slightly less for InterActive) aren't due to the loss of business synergies, but represent a buying opportunity. They started a combined position of $65,597 in the two stocks.

Palm Beach Gardens, Fla.-based TBC (nasdaq: TBCC - news - people ) was another new buy. The company, which sells replacement automotive tires at its 613 stores, said that some of its 20 Louisiana and Mississippi stores were damaged by the hurricane. Seven of those have already reopened. The stock closed up 3.5% on Monday, to $26.97, which represents a price-to-earnings-growth (PEG) ratio of 0.83, given the 15% of annual growth that Wall Street analysts forecast.

Another sizable new buy was Indianapolis-based regional airline Republic Airways (nasdaq: RJET - news - people ). The stock has been trading in a range near $13 since springtime, which is 6.5 times the last 12 months of earnings. With such a low P/E ratio, Republic looks like a value play. But analysts are predicting five years of 16% annual growth, valuing the company at a PEG ratio of 0.5--a nice number for growth investors.
Special Offer: Energy Independence is a pillar of national security. That's why you'll find investment and trading coverage of alternative energy companies in each issue and hotline of Spear's Security Industry Analyst. Click here for editor Kenneth Reid's latest picks for distributed energy generation.
One of the factors keeping Republic's price grounded is the risk presented by the company's $1 billion of debt. That's nearly double Republic's market capitalization. Gurus thought that risk was worth taking, with the company recently announcing passenger numbers for August up 32.8% over August 2004.

While Marketocracy's best were buying from a smattering of industries, many of their sells came from the banking industry. They sold nearly all their shares of Wachovia (nyse: WB - news - people ), Marshall and Ilsley (nyse: MI - news - people ), Wells Fargo (nyse: WFC - news - people ), Zions Bancorp (nasdaq: ZION - news - people ) and Downey Financial (nyse: DSL - news - people ).

Charlotte, N.C.-based Wachovia and Salt Lake City-based Zions have both been trading flat for the spring and summer, Wachovia near $50 and Zions just over $70. The other three, Milwaukee-based Marshal and Ilsley, San Francisco-based Wells Fargo and Newport Beach, Calif.-based Downey, advanced during the spring and then declined after the middle of July, erasing earlier gains. With further Fed tightening likely, gurus decided to start shifting out of banks to avoid further sideways trading--or worse.

Guru Buys

Global Industries

IAC/InterActiveCorp

Expedia

TBC

Republic Airways

Guru Sells

Wachovia

Wells Fargo

Zions Bancorp

Downey Financial

Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best performing group of investors, known as the M100. To keep closer tabs on the moves of the M100, click here for Marketocracy's Marketscope newsletter, the trading journal of the M100.

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Adviser Soapbox
A Second Chance In The Oil Sand
Curtis Hesler, Professional Timing Service, 11.02.05, 12:00 PM ET<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

Related Quotes BRLC 6.68 - 0.19   HPQ 28.53 - 0.21   INTC 23.99 + 0.10   MSFT 26.66 + 0.22   ORBT 11.55 + 0.30   SU 56.68 - 0.95   XLE 49.50 - 1.53	<?xml:namespace prefix = v ns = "urn:schemas-microsoft-com:vml" />

Curt Hesler's subscribers have collected nearly $15 in dividends on their $17 buy of Enerplus Resources, and the stock now trades at $41. Click here for Hesler's latest energy buys.

MISSOULA, MONT. - I warned you to expect some weakness in September and October, but it is now time to look for a rally. Trading lows are often born during October weakness.

A rally will get the press all lathered up and spouting the bullish case. Fence-sitters will be seduced as the pros finish liquidating their positions. The flurry will be short term, however, and for quick traders only. The key is that resource stocks will recover to new highs, but the others will not.

Long-term investors should stick with resource, commodity-driven issues only, and they should hold their positions.

Admittedly, our Canadian trusts are not growth investments, but they have allowed us to participate in the rising prices of crude oil and natural gas. Energy prices have a good ways to go yet, and although in time the energy trusts will exhaust their reserves, their dividends and share prices will rise over the next year and a half.

Special Offer: A handful of energy stocks are already making new runs at their old highs. Ride the energy bull with Curt Hesler. Click here to download "Oil and Gas: Slam-Dunk Investing for Income and Capital Gains," a free special report from Professional Timing Service.

The Canadian dollar is also going to rise over the next two years. That will augment our dividends as well. The trusts will rise and fall with the general market’s tide. They are currently selling off along with everything else. This was expected, and they don’t seem to be any weaker than the rest of the energy sector, nor do I see any unusual volume.

I fully expect to advise you to sell these cash cows someday, and it will be difficult at that point to give up the income. Nevertheless, everything has its day and its sunset. I do not believe that the sun has set on the Canadian energy trusts, at least not the ones we own.

There will eventually be viable energy alternatives, but the problem (which I will go into more in the next monthly letter) is that alternatives are too far in the future and, at this point, are not energy-positive. That is, it takes more energy to produce them than you get back. This is the problem with ethanol, oil shale and hydrogen. But more on this another time.

One energy alternative that is practical now is tar sands. The downside is that although tar sands are now being commercially and profitably converted into crude oil, production volume is still scant and well behind what we need.

Mentley’s Display Technology Investor is aimed at picking the best investment bets for the booming digital-TV and flat-panel markets Since its inception in May, Mentley’s Core Display Technology Portfolio is up 60%, with four out of six stocks in the black. Brillian alone is up 330%. Click here for Mentley's full portfolio.

Suncor Energy (nyse: SU - news - people ) is producing some 260,000 barrels a day and is ramping up to increase this to 500,000 barrels a day by 2010. World demand requires an additional 6 million barrels a day in new production to offset depletion, and once world production peaks in the next year or two, this number will accelerate. Even 500,000 barrels a day is a drop in the bucket, but a profitable drop in the bucket for Suncor.

I expect crude prices will rise steeply over the next several years, and that will translate into higher profits for Suncor. They make very good money as long as crude sells for over $20 a barrel. So even if crude prices were to dip (but don’t bet on it), Suncor will still see solid cash flow with which to expand its tar sands operations.

The potential for Suncor is to double from here, but this is not an overnight, short-term investment. It is a year 2010 to 2015 investment. The most worrisome problem within that time frame is a possible buyout. We would make good money in that event but probably not realize the total potential in this company. Can you imagine where Microsoft (nasdaq: MSFT - news - people ) investors might be today if it had been bought out by Intel (nasdaq: INTC - news - people ) or Hewlett-Packard (nyse: HPQ - news - people )?

Special Offer: On March 16, the Prudent Speculator TechValue Report recommended Orbit International at $7.31. By Aug. 4, Orbit was trading at $13.50--a gain of 85% in less than eight months. Click here for October's timely buys.

The recent dip in crude prices pulled Suncor back to our buy price of $52.90. In fact, it fell to a low of $48.09 on Oct. 14. My advice is to buy Suncor at $52.90 or better for an excellent long-term energy investment.

Some of the other issues on our buy-and hold list hit downside buy prices this month. If those prices are reached, that is the time to do your buying. Buying at or below the recommended prices will go a long way toward managing risk and maximizing profits. Patience!

The energy bull is not over yet, regardless of what the talking heads tell you on CNBC. The media is in the business of selling air time and newspapers. Their incentive is to make themselves money, not make you money. As it is, my Energy Forecaster is still looking bullish.

Excerpted from the mid-October edition of Professional Timing Service. Click here for more of Curt Hesler's analysis and a complete list of his recommended stocks in Professional Timing Service.

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Companies  Intel Hewlett-Packard Suncor Energy MicrosoftTopics  Curtis Hesler Professional Timing Service Alberta Tar Sands Suncor

 

<!--StartFragment --> Stock Focus
Contrarian Picks
Shlomo Reifman, 07.13.05, 8:30 AM ET

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NEW YORK - In a 1997 letter to shareholders, Warren Buffett reflected on market fluctuations. "If you plan to eat hamburgers throughout your life and are not a cattle producer," the Berkshire Hathaway chief asked, "should you wish for higher or lower prices for beef?"

In that spirit, we looked around for a few companies for the longer haul--firms with beaten-up shares but solid underlying fundamentals. Our starting metrics: market values above $3 billion and stock prices down at least 10% this year.

We then made sure that all were profitable in their latest fiscal year and that analysts reporting to Thomson First Call expected at least 10% sales and earnings growth in each of the next two fiscal years. Over the next three to five years, annualized earnings-growth forecasts had to come in at a minimum of 15%.

As a check on how well management uses capital, we also required companies to show five-year return on invested capital above the average for their industry. This measure, usually referred to as return on investment, is annual after-tax income divided by average total capital during the year. (In simple terms, total capital measures equity plus debt and other long-term liabilities.)

Garmin Ltd. (nasdaq: GRMN - news - people ) passed all our tests. The maker of handheld global positioning system devices has seen its market value drop 22% so far this year. But the dip doesn't square with forecasts for growth. The consensus among analysts following Garmin for Thomson First Call suggests the company's sales will rise from 2004's $763 million to $915 million this year and $1.1 billion in 2006.

Security analysts expect Garmin to deliver per-share profit growth of 15% and 14% in 2005 and 2006, respectively. Shares of Garmin sell for 18 times its 2006 earnings forecast of $2.70 per share.

On The Contrary

Company	Price	YTD Price Change	2005 Estimated EPS	2004 Vs. 2005 Estimated EPS Growth	Five-Year Average ROI
Autodesk (nasdaq: ADSK - news - people )	$35.29	-10%	$1.18	35%	19.7%
Biomet (nasdaq: BMET - news - people )	36.02	-19	1.79	15	21.1
eBay (nasdaq: EBAY - news - people )	35.50	-39	0.79	30	8.9
Garmin (nasdaq: GRMN - news - people )	47.41	-22	2.37	15	26.9
Network Appliance (nasdaq: NTAP - news - people )	28.62	-16	0.79	27	9.0
Robert Half International (nyse: RHI - news - people )	26.66	-11	1.17	48	12.2
Starbucks (nasdaq: SBUX - news - people )	51.96	-17	1.19	25	13.1
Varian Medical Systems (nyse: VAR - news - people )	38.61	-11	1.48	25	19.7

Prices as of July 12.
*EPS: Earnings per share.
**ROI: Return on investment (annual after-tax income divided by average total capital during the year).
Sources: Reuters Fundamentals, Thomson First Call via FactSet Research Systems

Varian, hat sich toll entwickelt, die anderen habe ich noch nicht angesehen.

 

http://www.forbes.com/search/...ame=Matt+Rand&storyType=&sort=

Guru Picks
Five Tech Stocks The Best Would Buy
Matt Rand; data provided by Validea, 09.26.05, 6:00 AM ET

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BURLINGAME, CALIF. - Click here for Validea's three energy stock picks in its Hot List portfolio, based on the strategies of gurus such as Warren Buffett, Peter Lynch, James O'Shaughnessy, John Neff and Ken Fisher. We can't all be investment gurus. So John Reese built Validea.com to mimic the stock-picking strategies of some of the most famous investors in history. His screens are based on the published parameters of that 11 different successful investors, from CAN-SLIM creator William O'Neil to David Dreman, Ken Fisher, Warren Buffett and Ben Graham. Reese recently ran a screen that sought out technology stocks that would meet the investment requirements of these famous gurus. Below are his five technology stock picks and the five sage strategies they pass muster with.

Warren Buffett

Buffett is known on Validea as the “Patient Investor,” and has a reputation for painstakingly researching his companies, then buying and holding for years and sometimes decades. Validea's Buffett screen looks for earnings predictability, a high return on equity, strong free cash flow and share buybacks.

Validea's Warren Buffett Pick: Dell (nasdaq: DELL - news - people )
Headquarters: Round Rock, Tex.
Market Capitalization: $80 billion
Recent Price: $33.36

In a fiercly competitive industry, this personal computer maker and marketer is strong and steady, with the average of its past three-, four- and five-year earnings-per-share growth rates at 20.1%, and analyst expectations for EPS growth over the next five years at 20%.

Special Offer: Is your portfolio up 120.5% in the past two years? That's the gain since July 15, 2003, for Validea's Hot List model portfolio, which combines the best and timeliest strategies of 11 of the world's best investment gurus. Click here for two new buys in Chinese oil and mobile phones.

William O'Neil

Founder of Investor's Business Daily, O'Neil is known for investing in momentum stocks. He uses past performance as an indication of future results, and his CAN-SLIM system of evaluating stocks is exhaustive. The Validea screen based on his style has a gauntlet of 14 indicators that stocks must pass, including strong earnings growth, decreasing debt-to-equity ratio, insider and institutional ownership, and a couple of relative strength measures.

Validea's William O'Neil Pick: Google (nasdaq: GOOG - news - people )
Headquarters: Mountain View, Calif.
Market Cap: $87.1 billion
Recent Price: $311.90

With a 52-week gain of 161.3%, it's hard to have more relative strength than search advertising firm, Google, whose close rival Yahoo! (nasdaq: YHOO - news - people ) has lost 1.9% in that time. The stock trades for an expensive price-to-earnings ratio of 91.4, but analyst expectations of 30% annual growth over the next five years might have something to do with that.

Martin Zweig

Conservative growth is the name of the game for legendary investor Martin Zweig. The Validea screen for Zweig has many flavors of growth, with permutations such as sales growth rate, earnings growth rate for the current quarter and for the past several quarters, and even the growth rate of those growth rates. The Zwieg screen also has certain value investing hurdles such as price earnings, which must be at least five and no more than three times the current market price-to-earnings ratio.

Pick: Trend Micro (nasdaq: TMIC - news - people )
Headquarters: Tokyo, Japan
Market Cap: $4.5 billion
Recent Price: $33.60

With current quarter earnings of 56 cents per share and earnings a year ago of 16 cents per share, the current-quarter growth rate is a formidable 250%. The company, which makes antivirus and security software, has been growing at 23.8% over the past few years.

Special Offer: Capitalize on two of the market's hottest sectors: energy and gold. Click here to download "Oil & God: Slam Dunk Investing for Income and Capital Gains," an updated special report from Professional Timing Service.

Ken Fisher

As longtime Forbes readers know, Ken Fisher is best known for his price-to-sales-based investment strategy. In his book Super Stocks, Fisher demonstrated that the lower the stock price is relative to sales, the more attractive its stock is--presuming the company is also growing its earnings and has a strong balance sheet with little debt.

Pick: Yak Communications (nasdaq: YAKC - news - people )
Headquarters: Toronto, Ont.
Market Cap: $52 million
Recent Price: $4.00

This Canadian discount long-distance telecommunications and voice-over-Internet Protocol provider is not for the feint of heart. It sports a tiny $50 million market cap and has fallen over 40% in the last 12 months. However according to Fisher-style benchmarks, it is a four-star holding. Price-to-sales is a mere 0.58, price-to-earnings is under ten and price/earnings to growth is a cheap 0.62. This, plus a return on equity of over 17%, $1.54 per share in cash and little debt make this a compelling Ken Fisher tech stock play.

Peter Lynch

Lynch, whose average return with Fidelity's Magellan Fund was 29.2% per year over a 23-year period, liked stocks with a low price-to-earnings-growth ratio. Simply divide the price-to-earnings ratio by the growth rate, and you'll get this number. Lower than one is generally considered good.

Pick: Seagate Technology (nyse: STX - news - people )
Headquarters: George Town, Cayman Islands
Market Cap: $7 billion
Recent Price: $14.67

Validea uses the average of the three- and five-year earnings-per-share growth rates for its price-to-earnings-growth calculations. For Seagate, that number is 28.9%, meaning that its price-to-earnings ratio of 10.4 gives it a PEG ratio of 0.36. That means that Lynch would likely feast on shares of this hard-drive maker.

Click here for more information and to subscribe to Validea's Hotlist.

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Guru Picks
Gurus Buy Into Europe, Sell Technology
Matt Rand; data provided by Marketocracy, 11.08.05, 10:25 AM ET

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< script type=text/javascript>var fdcAuthorQuery = "?famname=Dobosz&givname=John&url=/2005/11/08/maxim-looksmart-marketocracy-in_mr_1108gurupicks_inl.html";  < /script> < script src="http://images.forbes.com/boxes/popvideos.js" type=text/javascript>  < /script> <!--alternating row box--> Related Quotes AVID 51.31 - 0.40   AZ 14.40 - 0.04   BAY 39.40 - 0.21   CPWM 19.52 - 0.39   EEA 8.58 + 0.03   KHDH 21.40 + 0.14   KNDL 25.65 - 0.05   LOOK 4.40     LOOKD 4.40 + 0.00   LSS 50.13 + 0.58   MIK 38.59 + 0.27   MXIM 36.23 + 0.09   NWPX 25.40 - 0.10   SAP 43.63 + 0.14   XXIA 13.11 - 0.07   <!--15 min quote delay-->               Mac Mini Could See Big Announcement The E-Mail Time Capsule Saving For Retirement Vs. The Kid's College

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BURLINGAME, CALIF. -

Even as riot-sparked fires burn Paris, the best-performing investors at Marketocracy are looking to Europe for portfolio growth. This past week, they put new money into a European bank and a fund that specializes in German growth.

The European bank, KHD Humboldt Wedag (nasdaq: KHDH - news - people ), is headquartered in Canada, but mainly does its banking in Switzerland, Germany and China. Up until this month, the company had been called MFC Bancorp and traded under the symbol MXBIF, but it switched in November and tempted new M100 buyers. The gurus have been in and out of this stock over the past couple of years, and their new position is their biggest position of the week, at $125,036. The stock trades for $23.70, or 11.8 times earnings.

The second European buy was the European Equity Fund (nyse: EEA - news - people ), which invests in German companies, such as Siemens, SAP (nyse: SAP - news - people ), BASF, Allianz (nyse: AZ - news - people ) and Bayer (nyse: BAY - news - people ). Gurus started a new position last week, while the fund, which trades for $8.39, was at a more than 9% discount to net asset value. The fund usually trades at an even greater discount, and has been as much as 14% less than NAV in the past year. The fund’s dividend yield is less than 1%.

Special Offer: If you'd been following the trades of Marketocracy's M100 for the past two years, you'd have gains of 175% on shares of PetroKazakhstan, and profit of more than 110% on Netgear. Click here for the names the smart money is buying now in the Marketocracy MarketScope newsletter.

The M100 also started a new position in Irving, Tex.-based home decoration and crafts retailer Michaels Stores (nyse: MIK - news - people ). Last week, the company said that its third-quarter sales were up 0.8% at stores open more than a year, and up 5% overall from the year-before quarter, to $839.7 million. Gurus bought on the news, and they now have more than $100,000 in the stock, which trades for $33.74.

Another Texas buy was Dallas-based Lone Star Technologies (nyse: LSS - news - people ), which makes steel tubes and pipes for the oil and gas industry. Gurus, who have been staying out of oil for a few weeks, bought in to the company as it announced a marketing agreement with Northwest Pipe (nasdaq: NWPX - news - people ). The stock trades for $46.52, or 7.5 times earnings.

Rounding out the top new buys is Kendle International (nasdaq: KNDL - news - people ), a Cincinnati-based company that does contract research on clinical trials for biotech companies. The stock is up about 220% in the past 52 weeks, to $24.97. That puts it at more than 38 times earnings, but only about 20 times expected 2006 earnings.

Special Offer: George Putnam told his subscribers to buy Apple at a split-adjusted $7.82 per share in November 2002. Apple now trades north of $60--a gain of nearly 700%. Click here for Putnam's November turnaround plays in the Turnaround Letter.

As far as positions that the gurus sold off completely, most were technology companies. The M100 dumped all of their shares of LookSmart (nasdaq: LOOK - news - people ), a search engine also-ran that is only trading above $1 because it completed a one-for-five reverse split in late October. At $4.49, the stock is trading at 2.1 times sales, but has no earnings. Gurus took a small uptick on the reverse split as a chance to liquidate what they could from the stock, which once traded for a split-adjusted price of more than $400, back in early 2000.

Another tech dump was Sunnyvale, Calif.-based Maxim Integrated Products (nasdaq: MXIM - news - people ), which makes a variety of semiconductors. The stock dropped nearly 15% in two days in late October when the company said that fiscal first-quarter earnings per share were down 26.2% to 31 cents per share. Maxim has rebounded about 6% since then, to $36.83, largely on news that management was buying back 13.5 million shares, 4% of nearly 330 million outstanding. Gurus used the bounce as an opportunity to clear out of Maxim.

Calabasas, Calif.-based Ixia (nasdaq: XXIA - news - people ) makes hardware that tests networking equipment, and it also dropped and then bounced back recently. The company announced on Oct. 20 that third-quarter net income was up to 13 cents per share from 7 cents per share the year before, and that revenue was up 40% to $42.1 million. The stock dropped 26.2% the next day, but it has since gained back 21.7%, closing Monday at $12.47. Gurus sold all of their shares last week.

Special Offer: Bomb detection, electronic surveillance and biometric identification are only three areas where big money is being made in homeland security. Click here for five stocks to buy now from Spear's Security Industry Analyst.

Gurus also sold off video editing software company Avid Technology (nasdaq: AVID - news - people ), of Tewksbury, Mass. The stock is up 18%, to $51.70, since announcing that third-quarter sales were up 38.8%, to $204 million, from the year before.

Another cash-out was Oakland, Calif.-based Cost Plus (nasdaq: CPWM - news - people ), a home decoration store. Shares have lost nearly half their value in the past year, to a recent price of $18.19. The stock now trades for 16 times earnings and a price-to-earnings-growth ratio of just 0.8, but gurus want nothing to do with it.

Guru Buys:

KHD Humboldt Wedag (nasdaq: KHDH - news - people )
Michaels Stores (nyse: MIK - news - people )
European Equity Fund (nyse: EEA - news - people )
Lone Star Technologies (nyse: LSS - news - people )
Kendle International (nasdaq: KNDL - news - people )

Guru Sells:

LookSmart (nasdaq: LOOKD - news - people )
Maxim Integrated Products (nasdaq: MXIM - news - people )
Ixia (nasdaq: XXIA - news - people )
Avid Technology (nasdaq: AVID - news - people )
Cost Plus (nasdaq: CPWM - news - people )

Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100.

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Guru Picks
Gurus Jump Back Into The Oil Patch
Matt Rand; data provided by Marketocracy, 11.15.05, 12:30 PM ET <?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

BURLINGAME, CALIF. - With oil falling below $58 a barrel, the top stock pickers at Marketocracy, who’ve been selling energy stocks along with the rest of the market for the last several weeks, bought back in with a vengeance. All of their top five buys by volume were energy stocks.

Click Commerce has nearly doubled in the past month. Is it time to take profits, or is this just the beginning of a new bull run? Click here for the answer in Marketocracy Marketscope.

Houston-based Vaalco Energy (amex: EGY - news - people ) was the biggest buy, with the M100 investing nearly $250,000 in the stock. Vaalco explores for oil and gas in the Gulf Coast region and in West Africa. In early November, the company reported a 25% jump in third-quarter earnings per share to 20 cents and attributed the increase to oil prices that were higher than in the third quarter of 2004. The stock has been zigzagging, down about 38% from August highs near $5 to a low of $3.05 in October. Now, it trades at $3.88, or eight times earnings.

Gurus also added 86.5% to their holdings of Fort Worth, Tex.-based San Juan Basin Royalty Trust (nyse: SJT - news - people ), which owns oil and gas properties in New Mexico. Investors have shaved more than 20% off San Juan’s price since August, and it closed Nov. 14 at $39.29. The trust pays a monthly distribution, which declined along with the stock’s price: July’s distribution was about 28 cents, August about 22 cents and September less than 20 cents.

Special Offer: If you'd been following the trades of Marketocracy's M100 for the past two years, you'd have gains of 175% on shares of PetroKazakhstan and profits of more than 110% on Netgear. Click here for the names the smart money is buying now in the Marketocracy MarketScope newsletter.

Total distributions from San Juan for the third quarter were just shy of 70 cents, in line for a 7% annual distribution. The fact that distributions have declined along with the stock price has meant that the yield for unit holders has not increased. Gurus aren’t investing for the dividends here and are looking for a boost in San Juan’s share price.

Another energy trust getting fresh guru funds is Enerplus Resources Fund (nyse: ERF - news - people ), a Canadian trust that yields a hefty 10.3%. In the last two weeks, gurus have added more than 50% to their holdings, with most of that buying in the last week. The trust said last week that third-quarter funds from operations were up 30% to $1.77 per share. Gurus like the trust, which has not been hit as hard in recent months as many other oil and gas stocks have.

Stamford, Conn.-based OMI (nyse: OMM - news - people ) ships oil and gas with its fleet of 51 tankers. The company said in early November that it had bought back 1.3% of its outstanding shares at an average price of $18.17 per share. Gurus joined in on the buying, adding $206,893 to their holdings, increasing their position by more than 120%. The stock trades for $18.49.

China Yuchai International (nyse: CYD - news - people ), which makes diesel engines for automakers and utilities, is trading at the bottom of its 52-week range. Gurus like the price-to-earnings ratio of 4.6, along with a dividend of 4.85%. The stock, at $7.87, trades for slightly less than the Chinese company’s book value.

As for the portfolio pruning, gurus dumped all of their shares of Sunnyvale, Calif.-based Silicon Image (nasdaq: SIMG - news - people ), which sells memory chips to digital display OEMs (original equipment managers). The stock has bounced back more than 40% from its October low of $7.01, but it is still down 50% over the last 52 weeks, to $9.96. Even that price is a lofty 5.5 times book value.

Another technology dump was South Pasadena, Calif.-based Cogent (nasdaq: COGT - news - people ), which makes fingerprint readers for the government. Third-quarter revenue was up 64% to $38.4 million in 2005, but the stock trades for 68 times earnings, and 13% of shares were short as of a month ago. Gurus felt good selling all of their shares last week for more than $25.

Special Offer: George Putnam told his subscribers to buy Apple Computer at a split-adjusted $7.82 per share in November 2002. Apple now trades north of $60--a gain of nearly 700%. Click here for Putnam's November turnaround plays in the Turnaround Letter.

Fairfield, Conn.-based IMS Health (nyse: RX - news - people ) was another big sell for the M100. Gurus sold all of their shares of the company, which sells market data to pharmaceuticals, after it lost 15% this autumn. It closed Nov. 14 at $23.75.

Brazilian paper company Votorantim Celulose e Papel (nyse: VCP - news - people ) is down 25% in 2005, to $11.53. Gurus got tired of waiting for gains from the company, which trades for 7.8 times earnings, and they sold off all of their shares last week.

They also dumped shares of Pembroke Pines, Fla.-based Claire’s Stores (nyse: CLE - news - people ), which sells clothing and accessories for teenage girls. Shares are up 17.5% since the beginning of September, to $27.69, in part on news that same-store sales were up 8% in October. Gurus sold ahead of the retailer’s Nov. 17 earnings announcement.

Guru Buys

Vaalco Energy (amex: EGY - news - people )
OMI (nyse: OMM - news - people )
China Yuchai International (nyse: CYD - news - people )
San Juan Basin Royalty Trust (nyse: SJT - news - people )
Enerplus Resources Fund (nyse: ERF - news - people )
Guru Sells

Silicon Image (nasdaq: SIMG - news - people )
IMS Health (nyse: RX - news - people )
Cogent (nasdaq: COGT - news - people )
Votorantim Celulose e Papel (nyse: VCP - news - people )
Claire’s Stores (nyse: CLE - news - people )
Marketocracy.com tracks more than 60,000 stock portfolios that are run by amateur investors. Of those, the top 100 performing portfolios are mirrored in a real life mutual fund, the Masters 100 Fund (MOFQX). Each week, Guru Picks analyzes the buys and sells of this best-performing group of investors, known as the M100.

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