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) 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), with a PEG of 1.3, Alcan ( AL), with a PEG of 1.1, and Clear Channel Communications ( CCU), which has a PEG of 2.5.