Barron’s holds an annual roundtable with leading industry professionals to discuss their top investment picks and outlook on the coming year. Part I and Part II were released in January and Part III came out yesterday.
Pundit Tracker gives the roundtable an A+ rating for their forecasts, hitting 62% of calls (514/828 correct) since 2002. See the groups 2012 report card here.
Bill Gross:
- SPDR Gold Trust (GLD)
- Pimco Total Return (BOND)
- BlackRock Build America Bond Trust (BBN)
- Pimco Corporate & Income Opportunity (PTY)
Abby Joseph Cohen:
- Bristol-Myers Squibb (BMY)
- Mosaic Company (MOS)
- Expeditors International of Washington (EXPD)
- Hankook Tire Worldwide
- Noble Energy (NBL)
Brian Rogers:
- PNC Financial Services Group (PNC)
- Kohl’s (KSS)
- Apache (APA)
- Avon Products (AVP)
- LeggMason (LM)
- General Electric (GE)
Oscar Schafer:
- Hertz Global Holdings (HTZ)
- Lazard (LAZ)
- Western Union (WU)
- Owens Corning (OC)
- Quiksilver (ZQK)
- Verint Systems (VRNT)
Scott Black:
- Qualcomm (QCOM)
- McKesson (MCK)
- Ensco (ESV)
- Medical Properties Trust (MPW)
- Titan International (TWI)
Felix Zulauf:
- USD/JPY Call Option Strike 95 Exp. 12/31/2014
- WisdomTree Japan Hedged Equity Fund (DXJ)
- iSharesMSCIBrazil Index Fund (EWZ)
- iShares FTSE China 25 Index Fund (FXI)
- iSharesMSCIEmergMkts Index Fund (EEM)
- Gold
Mario Gabelli:
- Hillshire Brands (HSH)
- Post Holdings (POST)
- Viacom (VIA)
- Xylem (XYL)
- Graco (GGG)
- Patterson Cos. (PDCO)
- Weatherford International (WFT)
- National Fuel Gas (NFG)
- Boulder Brands (BDBD)
- Fisher Communications (FSCI)
Meryl Witmer:
- Spectrum Brands Holdings (SPB)
- Chicago Bridge&Iron (CBI)
- TribuneCompany (TRBAA)
Fred Hickey:
- EMC (EMC)
- Gold
- AuRico Gold (AUQ)
- NewGold (NGD)
- Market Vectors Vietnam (VNM)
[Source: Barron's]
[Photo: Jennifer Altman/Barron's]
