Monday, August 28th, 2006
Two GARP picks from Oak Associates
Last time for FundWatch we looked at the holdings of Driehaus Capital Management to see how mutual fund can be a source of good investment ideas. This time we’ve looked at growth investor Oak Associates’ White Oak Select Growth Fund. The fund has a GARP strategy looking for companies with above-average growth rates at reasonable prices. Most of the holdings (listed at the bottom) are beaten down stocks. If you have an excellent insight into a company’s fundamentals buying fallen stocks can be a great strategy.
But from a purely technical perspective two stocks stood out from the others: Cognizant and Baker Hughes. We have a look at the charts below.
- ABN AMRO REPO
- AFFYMETRIX INC (AFFX)
- AMAZON.COM INC (AMZN)
- AMGEN INCORPORATED (AMGN)
- AVID TECHNOLOGY INCORPORATED (AVID)
- BAKER HUGHES INCORPORATED (BHI)
- BROADCOM (BRCM)
- CATERPILLAR INCORPORATED (CAT)
- CHARLES SCHWAB CORPORATION (SCHW)
- CISCO SYSTEMS INCORPORATED (CSCO)
- COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION (CTSH)
- EBAY (EBAY)
- GLOBAL PAYMENTS INC (GPN)
- GOLDMAN SACHS (GS)
- GOOGLE INC. (GOOG)
- INTEL CORPORATION (INTC)
- ITT INDUSTRIES INCORPORATED (ITT)
- JUNIPER NETWORKS INC. (JNPR)
- MEDTRONIC INCORPORATED (MDT)
- NOVARTIS AG (NVS)
- QUALCOMM INCORPORATED (QCOM)
- ROCKWELL AUTOMATION INC (ROK)
- TEVA PHARMACEUTICAL (TEVA)
- UNITEDHEALTH GROUP INCORPORATED (UNH)
- VIMPEL-COMMUNICATIONS (VIP)
Word Count: 167. This entry was posted on Monday, August 28th, 2006 at 6:56 pm and is filed under FundWatch, GARP. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
