Dan Sullivan Recommends the Following Mutual Funds: Vanguard Explorer, Turner Mid Cap Growth, and Oberweis Emerging Growth.Business Editors CHICAGO--(BUSINESS WIRE)--June 13, 2003 The rally has been good to Dan Sullivan For other uses, see Dan Sullivan (disambiguation). Daniel "Dan" Sullivan was a fictional character in the popular BBC soap Opera EastEnders. He was played by Craig Fairbrass. , with his real money account up an impressive +16.9% since early April. Although there are still concerns in the market, you can use three of his mutual fund recommendations to put together your own winning streak Noun 1. winning streak - a streak of wins streak, run - an unbroken series of events; "had a streak of bad luck"; "Nicklaus had a run of birdies" . Learn about Vanguard Explorer (OTC OTC See: Over-the-counter. OTC See over-the-counter market (OTC). :VEXPX), Turner Mid Cap Growth (OTC:TMGFX), and Oberweis Emerging Growth (OTC:OBEGX). Click here for the full story exclusively on Zacks.com: http://featuredexpert2bw.zacks.com/ Here are the highlights from the Featured Expert column: The market has marched relentlessly higher from the March 11 lows. It has deflected de·flect intr. & tr.v. de·flect·ed, de·flect·ing, de·flects To turn aside or cause to turn aside; bend or deviate. [Latin d an endless barrage of negative news in the process. It appears investors are putting their faith in Mr. Greenspan's ability to ward off deflation deflation: see inflation. deflation Contraction in the volume of available money or credit that results in a general decline in prices. A less extreme condition is known as disinflation. with an extremely generous dose of liquidity and low interest rates, coupled with Mr. Bush's tax package, which will kick in starting in July. The market is discounting a second half recovery. As Dan Sullivan said earlier, don't fight the Fed and the tape. If under-invested, partial commitments can be made. Vanguard Explorer (OTC:VEXPX) invests by committee. Its portfolio is divided up between five prominent institutional investment firms. While all focus on small cap stocks, each advisor acts independently based on their own distinct strategies. Vanguard monitors and evaluates the performance of each subadvisor. The stock selection process is a mixture of fundamental and qualitative analysis Qualitative Analysis Securities analysis that uses subjective judgment based on nonquantifiable information, such as management expertise, industry cycles, strength of research and development, and labor relations. . The result of the various managers is a diversified portfolio of about 900 stocks. Turner Mid Cap Growth (OTC:TMGFX) invests primarily in a diversified portfolio of common stocks with medium market capitalizations Market Capitalization A measure of a public company's size. Market capitalization is the total dollar value of all outstanding shares. It's calculated by multiplying the number of shares times the current market price. This term is often referred to as market cap. that it believes offers strong earnings growth potential. It uses a three-tier reinvestment Reinvestment Using dividends, interest and capital gains earned in an investment or mutual fund to purchase additional shares or units, rather than receiving the distributions in cash. 1. In terms of stocks, it is the reinvestment of dividends to purchase additional shares. process consisting of: (1) A proprietary computer model to screen candidates on numerous earnings-growth and valuation factors. Those ranking in the top 35 qualify for further consideration. (2) Fundamental analysis. (3) Technical analysis used to evaluate trends in trading volume Trading volume The number of shares transacted every day. As there is a seller for every buyer, one can think of the trading volume as half of the number of shares transacted. That is, if A sells 100 shares to B, the volume is 100 shares. and prices of individual stocks. The result is a portfolio of high momentum stocks exhibiting accelerating earnings growth and bullish chart patterns. Oberweis Emerging Growth (OTC:OBEGX) fits into the small-cap growth category. While it can invest in companies of all sizes, the average market cap is approximately $800 million. Portfolio manager, James D. Oberweis James "Jim" D. Oberweis (born 1946), is an Illinois politician, businessman and investment manager. He is most notable as a Chicago area dairy magnate, owner of Oberweis Dairy in North Aurora, Illinois. Oberweis campaigned for the Republican nomination for a U.S. , targets stocks he thinks can deliver earnings and revenue growth of at least 30% per year but also maintain P/E ratios P/E ratio Current stock price divided by trailing annual earnings per share or expected annual earnings per share. Assume XYZ Co. sells for $25.50 per share and has earned $2.55 per share this year; $25.50 = 10 times $2.55. XYZ stock sells for ten times earnings. less than half their expected earnings-growth rates. He also wants stocks that are exhibiting above average price momentum. Based on this criteria, the fund should be positioned to take advantage of the price appreciation that occurs when the market places a high value on fast growing, profitable companies. The type of performance it can deliver has been evident so far this year. Discover the top holdings in these funds, and get much more of Dan Sullivan's market commentary, as well as descriptions on the strongest funds and his complete Relative Strength Ratings, by clicking: http://featuredexpert3bw.zacks.com/ About Zacks Featured Experts To be a successful investor you need professional advice. Experts who know what they're talking about and can help you achieve your financial goals in good markets...and especially in bad ones will help you improve your portfolio. That is why Zacks Investment Research Zacks Investment Research A firm that compiles earnings estimates and brokerage firm investment recommendations for thousands of publicly traded firms. has assembled the best investment experts in the business to offer their powerful advisory newsletters to you on all the major investment topics: Stocks, Mutual Funds, Bonds, Options, Futures etc. Recommendations from Featured Experts Highlighted in FREE Investment Newsletter The best way to tap into the powerful advice from these experts is through our free weekly e-mail newsletter, "Profit from the Pros". Each week we highlight several Featured Experts in this free e-mail See Internet e-mail service. newsletter. 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Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security. |
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