本帖最后由 何鸿燊 于 2011-1-16 23:23 编辑
How our panelists' picks fared in 2010.
Most members of the Barron's Roundtable are active money managers, trading their positions and changing their investment opinions as market conditions warrant. For those keeping score, here is a look at how our panelists' 2010 picks and pans performed through Dec. 31, 2010. The 2010 mid-year Roundtable report card is available free of charge at www.barrons.com. Data below show price appreciation only. Currency translation might have affected returns on shares listed overseas.
Scott Black's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
Ross Stores ROST $45.06 $63.25 40.40%
Nexen NXY 24.35 22.9 -6
Teva Pharmaceutical TEVA 59.34 52.13 -12.2
Belden BDC 25.07 36.82 46.9
Micron Technology MU 11.1 8.02 -27.
Cisco Systems CSCO 24.66 20.23 -18
Abby Joseph Cohen's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
Dell DELL $14.85 $13.55 -8.80%
Accenture ACN 42.57 48.49 13.9
Petroleo Brasileiro PBR/ 43.5 34.17 -21.4
Occidental Petroleum OXY 83.72 98.1 17.2
Polo Ralph Lauren RL 86.37 110.92 28.4
Starwood Hotels HOT 37.62 60.78 61.6
Marc Faber's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
NovaGold Resources NG $6.65 $14.27 114.60%
DSG International* DSGT.Thailand 7.25 THB 8.85 THB 22.1
ARA Asset Management ARA.Singapore S$0.73 S$1.55 113.8
Thai Beverage THBEV.Singapor 0.25 0.29 16
Thai Tap Water Supply TTW.Thailand 4.60 THB 6.35 THB 38
Kingsmen Creatives KMEN.Singapore S$0.60 S$0.58 -4.2
Vietnam Enterprise VIETENI.Ireland $2.61 $2.27 -13
Stella International 1836.Hong Kong HK$14.52 HK$15.50 6.7
Bank of Georgia BGEO.UK $9.20 $20.20 119.6
Oslo Bors** OSLO.Norway 60.00 NOK 70.00 NOK 16.7
Gold (per ounce/spot price) $1,138.25 $1,420.78 24.8
Short the pound against the U.S. dollar £1=$1.60 £1=$1.56
*Price as of 1/7/10. **Price as of 12/30/09.
Mario Gabelli's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
National Fuel Gas NFG $51.09 $65.62 28.40%
Federal-Mogul FDML 18.79 20.65 9.9
Millicom International Cellular* MICC 80.19 95.6 25
Legg Mason LM 30.77 36.27 17.9
Cablevision Systems** CVC 26.28 33.84 53.3
Viacom VIA/B 30.04 39.61 31.9
Griffon GFF 12.6 12.74 1.1
Hawk*** HWK 18.58 50 169.1
*Change reflects $4.60 special dividend. **Change reflects Madison Square Garden spin-off. ***Acquired by Carlisle in Dec. 2010 for $ 50 per share.
Bill Gross's Picks Price/Yield
Closed-End Funds Ticker 1/8/2010 12/31/2010 Total Return
Reaves Utility Income Fund UTG $19.14/7.5% $22.35/6.1% 24.00%
Pimco Corporate Opportunity Fund PTY 14.60/13.0 16.97/12.1 29.6
Bonds
GMAC 8%, due 2031 95.00/8.5 107.00/7.4 21.1
AIG 8.25%, due 2018 93.00/9.1 116.00/5.7 33.6
Fred Hickey's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
Market Vectors Junior Gold Miners* GDXJ $28.21 $ 39.89 48.20%
Newmont Mining NEM 49.62 61.43 23.8
Sybase** SY 43.78 65 48.5
Novell NOVL 4.62 5.92 28.1
Symantec SYMC 18.37 16.74 -8.9
Microsoft MSFT 30.66 27.91 -9
*Change reflects $2.93 special dividend. **Acquired by SAP in July 2010 for $65 per share.
Archie MacAllaster's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
Protective Life PL $18.15 $26.64 46.80%
Hartford Financial Services HIG 26.22 26.49 1
Principal Financial Group PFG 25.67 32.56 26.8
FBL Financial Group FFG 19.29 28.67 48.6
Prudential Financial PRU 53.56 58.71 9.6
MetLife MET 38.25 44.44 16.2
Wells Fargo WFC 28.86 30.99 7.4
Supervalu SVU 12.87 9.63 -25.2
Oscar Schafer's Picks Price
Company Ticker 1/8/2010 12/31/2010 Change
Yahoo! YHOO $16.70 $16.63 -0.40%
Devon Energy DVN 76.12 78.51 3.1
Aflac AFL 49.41 56.43 14.2
Carter's CRI 26.64 29.51 10.8 |
发表于 2011-1-17 00:14
|