Investment Club Watch
Buckeye Stock-Picking: Peabody Energy, America Movil
TSC Staff
05/13/08 - 02:49 PM EDT
In "How Ohio State Fund Invests Its $24 Million," TheStreet.com contributor Jonas Elmerraji looked at how Ohio State University's Student Investment Management (SIM) program approaches stock selection.
Where Are They Now?
On January 25, the following were the five best-performing stock holdings in Ohio State's multi-million dollar student-run portfolio, along with how the stocks have performed since then.
1. America Movil (AMX Quote - Cramer on AMX - Stock Picks): Up over 3%, recently trading in the $56-$57 range.
2. Hewlett-Packard (HPQ Quote - Cramer on HPQ - Stock Picks): Up around 12%, until today (see "EDS Deal Is Deja Vu for H-P Investors").
3. Teva Pharmaceutical (TEVA Quote - Cramer on TEVA - Stock Picks): Up over 1%, recently trading in the $44-$45 range.
4. Berkshire Hathaway (BRK.A Quote - Cramer on BRK.A - Stock Picks): Down over 10%, recently trading around $124,000.
5. Peabody Energy (BTU Quote - Cramer on BTU - Stock Picks): Up over 27%, recently trading in the $70-72 range.
SIM's Five Best-Performing Holdings -- Today
Short-term market fluctuations aside, three of the SIM students' previous top five positions make can be found in their current top five. According to SIM's Matt Falk, here is a snapshot of the group's current best-performing stocks (since their initial purchase).
1. Peabody: Up almost 100%.
2. America Movil: Up over 64%. (This stock is also owned by the University of North Carolina's Applied Investment Management program.)
3. Apple (AAPL Quote - Cramer on AAPL - Stock Picks): Up over 49%.
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