Originally published at “long-term-investments.blogspot.com”. Kenneth Fisher is an American businessman, founder and chairman as well as CEO of Fisher Investments, a money management firm headquartered in California. Fisher writes the monthly “Portfolio Strategy” column in Forbes magazine. Ken Fisher is one of the richest Americans and part of the Forbes 400 list of world billionaires. Funds run by Ken Fisher at Fisher Asset Management were valued at USD 34.91 billion.
Every time, I am searching for the best investment opportunities at the market. The year goes by and I have to consider ideas for the next year. Today, I like to focus on technology, a field that is very underweighted in my private portfolio. I am looking for growth stocks with cheap price ratios and high-quality margins. That’s why I screened the technology sector by stocks with a forward P/E ratio of less than 15, a sales growth over the past five years of more than 10 percent as well as an operating margin above 10 percent. In order to exclude low capitalized stocks, the market capitalization should be over USD 10 billion.
100 Attractive Stocks, Bought By Famous Investment Gurus Between May - October 2012
Stocks With Recent Engagements By Investment Professionals Researched By Dividend Yield – Stock, Capital, Investment. Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I talk about investors like George Soros and Warren Buffett. They all have one thing in common: The average return beats the market and if they invest, the market follows.
I made a screen of the biggest stock buys from 49 super investors over the recent six month and ranked them in my 100 best guru buy list. They all bought 502 stocks within the past half year.
The top stocks are Oracle (ORCL) and Google (GOOG). Google was bought by fourteen investment professionals and Oracle by eleven. ORCL stocks are one of the hot plays for investors because they are in average long in the stock with 0.52 percent of their full portfolio.
524% Return With The Best Technology Growth Portfolio – Cloud Computing
This morning, some of the leading cloud computing stocks are coming under selling pressure. Leading cloud computing stocks such as F5 Networks, Inc.(NASDAQ:FFIV), and VMware, Inc.(NYSE:VMW) are leading the cloud computing sell off. Both of these stocks have already bounced off of the morning lows.