Investment Club Watch

Try Jim Cramer's Action Alerts PLUS
CLICK HERE NOW

U of Maryland's Undergrad Fund Earns 'Street Cred'

11/15/07 - 03:40 PM EST

Jonas  Elmerraji

Stocks Rule

As of Nov. 7, the fund was made up of 94% stocks (composed of about 28 individual companies) and 6% cash, and was beating the S&P 500 standard-&-poor by 0.92% (since the fund's inception on Oct. 26, 2006).

At each fund meeting, one of the student analysts presents a stock to all of the fund members for consideration.

With so much of the fund invested in individual stocks, what are these student money-runners' most notable stock picks?

The Senbet Fund's five biggest stock holdings:

1. CVS Caremark (CVS - Cramer's Take - Stockpickr)
2. Coca-Cola (KO - Cramer's Take - Stockpickr)
3. Apple (AAPL - Cramer's Take - Stockpickr)
4. CONSOL Energy (CNX - Cramer's Take - Stockpickr)
5. General Electric (GE - Cramer's Take - Stockpickr)

The Senbet Fund's five best stock performers:

1. Apple (AAPL - Cramer's Take - Stockpickr)
2. CONSOL Energy (CNX - Cramer's Take - Stockpickr)
3. McDonald's (MCD - Cramer's Take - Stockpickr)
4. Air Products & Chemicals (APD - Cramer's Take - Stockpickr)
5. Chesapeake Energy (CBK - Cramer's Take - Stockpickr)

The Senbet Fund Checks HealthSpring's Pulse

The latest company presented to the Senbet Fund's members was HealthSpring (HS - Cramer's Take - Stockpickr), a managed care organization that provides healthcare services to qualifying Medicare subscribers in five states. Arkady Gelman, the fund's healthcare analyst presented HealthSpring as a buy.

But the buy recommendation wasn't based on a gut feeling. Much of it was based on a very impressive discounted cash flow analysis that puts HealthSpring's projected share share price well above its recent sub-$20 trading range trading-range.

Gelman's argument focused on the idea that HealthSpring's potential for growth and small small-capitalization-stock market cap market-capitalization would provide a nice bit of diversification diversification for the fund's healthcare positions.

Jonas Elmerraji is the founder and publisher of Growfolio.com, an online business magazine for young investors.

Investing A-to-Z

Investment Club Watch

Go To Section Home


11/12/07
USC Students Beat Their Benchmarks With ADRs

MBA students at the University of Southern California's Marshall School of Business look overseas for value plays.


11/08/07
Boston College 'Goes Long' the Stock Market

Monday Night Finance: B.C. undergrads celebrate 25 years of learning how to pick stocks and run real money.


11/01/07
NYU Portfolio Managers Battle Over Crocs

What is it about a high-flying stock that can scare some investors away?


10/30/07
NYU Students Cut Through the Earnings Noise

Here's how a savvy group of finance students runs money during the quarterly deluge of data.


10/30/07
Five Ways to Avoid Herd Investing

Understanding the herd mentality will keep you from chasing bubbles.


10/25/07
NYU Stock-Pickers Scramble for a Break-Out Stock

The student-run Investment Analysis Group takes a look at Caraustar, Crocs and Altria.


08/05/08
Three Internet Stocks That Could Double

These forgotten Internet stocks are being accumulated by hedge funds.


08/15/08
The Five Dumbest Things on Wall Street

Raspberries for Apple; You'll be sorry, UBS; Fortress or Fort Knox? Wholly unappetizing Foods; give Liberty AOL or give them...


08/15/08
McCain Fund-Raising Picks Up

The GOP presidential candidate raised $27 million in July.


08/15/08
Cash-Back Cards Aren't Money in the Bank

Some credit and debit cards give you some cash back on purchases. But you need to manage it well to benefit from it.


Your Recent Quotes: Quote Up0 | Quote Down0
Dow S&P 500 NASDAQ
Oil*
Gold
10 Yr
0.00%
%
%
%
Data delayed 20 min
Sign up for our FREE newsletters now. See All

  • Cramer's Daily Booyah!
  • Before the Bell

Premium Stock Ideas