2013 Top Investment Picks

Pimco Bill Gross Barrons Roundtable 2013

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.

Barrons Investment 2013 Panelists

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]