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Stocks That Ken Fisher, David Dreman Agree On

At Stockpickr, we keep track of the stock picks of two influential Forbes columnists: Ken Fisher, the longtime bull, and David Dreman, the "contrarian."

Ken Fisher is head of Fisher Asset Management, a $30 billion money management firm. He is also a pioneer in the use of the price-to-sales ratio. He has been bullish on the stock market for several years.

Dreman is founder and chairman of Dreman Value Management, which uses a contrarian value-investing approach to money management, generating an average annual return of 17% with its Large-Cap Value Fund since inception.

Stockpickr has compared and contrasted the portfolios of both investor-columnists and come up with a list of the stocks that Fisher and Dreman agree upon as well as other individual recommendations that offer price/earnings-to-growth (PEG) ratios below 1.5. These stocks are compiled in the Dueling Columnists portfolio.

Anadarko Petroleum (APC - Get Report) is one of the stocks that both Fisher and Dreman agree upon. This Houston-based oil and gas company reported third-quarter earnings Monday night that showed a drop in profit and revenue. The company just won a major case against the Department of the Interior, relating to Kerr-McGee, which Anadarko took over last year. The stock has a price-to-earnings (P/E) ratio of 6.4, a PEG of 3.9 and a yield of 0.6%.

Fisher and Dreman aren't the only ones who like this stock; it is also owned by famous trader and former corporate raider Carl Icahn, one of the top 20 wealthiest men in the U.S. Icahn also owns Alcoa (AA - Get Report), with a PEG of 1.3, Alcan (AL - Get Report), with a PEG of 1.1, and Clear Channel Communications (CCU - Get Report), which has a PEG of 2.5.

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AA $14.38 -1.44%
AL $38.66 1.28%
APC $82.84 -0.61%
CCU $18.90 1.20%
COP $63.33 -1.43%


DOW 18,135.72 +38.82 0.21%
S&P 500 2,101.04 +2.51 0.12%
NASDAQ 4,982.8090 +15.6680 0.32%

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