This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

Tar Heel Stock-Picking: National Oilwell Varco, Atwood Oceanics

3. Nokia (NOK - Get Report)

What was one of the key drivers behind AIM's position in Nokia (which is up 34% for the fund)?

The student stock-pickers were impressed by Nokia's international presence. According to Shohfi, 40% of the cell phones in India are Nokias and the company's position in the rest of Asia is just as significant. " Nokia has done very well versus the NASDAQ and even the EEM the iShares MSCI Emerging Markets Index Fund (EEM) and has crushed its peer Motorola (MOT)."

However, with AIM's Nokia position up 34% return, the group is now taking a second look the company's broader sector. "At this point, we are considering alternatives as many 'high fliers' in tech have since sold off and may offer more attractive entry points."

4. America Movil (AMX - Get Report)

The Tar Heel investors' interest in mobile phones extended to Latin America.

One of the things that made Mexico-based America Movil stand out for the AIM (up 25% for the group) was its impressive 20% sales growth. "Compare that with Verizon (VZ), which grew its sales by single digits," says Shohfi. (America Movil is also owned by Ohio State University's Student Investment Management program.)

5. NASDAQ OMX Group (NDAQ - Get Report)

Mergers were one of the things that made AIM take a look at investing in the NASDAQ, not just on it.

"NASDAQ has one of the world's best electronic platforms," says, comparing the exchange to competitors like NYSE Euronext (NYX), CME Group (CME) and IntercontinentalExchange (ICE).

Shohfi adds, "Through our holding period, it has outperformed all three of its competing exchanges ."

So far, the value of AIM's NASDAQ holding has increased 22%.

The AIM Class of 2009

On April 30, the AIM funds were handed over to a new class of UNC MBA students and augmented so that the assets under management now total $1.9 million. What will be AIM's best-performing investments over the next 12 months? To find out, stay tuned to TheStreet.com.

Jonas Elmerraji is the founder and publisher of Growfolio.com, an online business magazine for young investors.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG
AMX $20.65 -1.10%
ATW $30.04 -0.83%
BBT $37.85 -0.84%
NOV $54.52 0.15%
NOK $8.06 -0.06%

Markets

DOW 18,096.35 -107.02 -0.59%
S&P 500 2,099.26 -8.52 -0.40%
NASDAQ 4,971.3660 -8.5350 -0.17%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs