This Day On The Street
Continue to site
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

Fund Gains From Financial Fallout: Five Spot

NEW YORK ( TheStreet) -- Ira Rothberg, co-manager of the FBR Focus Fund (FBRVX), says some of the best opportunities are in companies that have a hand in finance but weren't dragged down by the market meltdown.

The fund, which Rothberg co-manages with David Rainey and Brian Macauley, has risen about 25% this year, almost 10 percentage points more than the S&P 500. Over the past year, the FBR Focus Fund is down 4%, better than 96% of its Morningstar peers.

Welcome to's Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks in five fast and furious questions.

Are you a bull or bear?

Rothberg: We do not spend much time trying to predict short-term fluctuations in the overall market. We focus our efforts on finding companies with excellent business franchises, management and growth prospects. When we find these gems, we are very disciplined about the price we are willing to pay. So in most markets, there are few stocks that are in our sweet spot, but we are finding more opportunities than usual today.

What is your top stock pick?

Rothberg: O'Reilly Automotive (ORLY - Get Report) is a leading auto-parts distributor and retailer. The company fits our model, with clear competitive advantages, a great management team and a big market opportunity. Plus, the recent acquisition of competitor CSK Auto should boost value as it is integrated into O'Reilly's operating practices and culture over the next few years. O'Reilly has a long history of making highly accretive acquisitions, and our research shows that this should be another success.
1 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
Only $9.95
14-Days Free
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
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AMWD $59.24 0.00%
KMX $43.63 0.00%
MKL $841.22 0.00%
ORLY $253.02 0.00%
AAPL $93.99 0.00%


Chart of I:DJI
DOW 15,973.84 +313.66 2.00%
S&P 500 1,864.78 +35.70 1.95%
NASDAQ 4,337.5120 +70.6750 1.66%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs