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Nicholas Sargen
Chief Investment Officer at Fort Washington Investment Advisors
Member since: Mar '04 · 22 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Nicholas Sargen
TOP PICK
Feels there will be a rotation to larger caps in the US. An innovative firm.
misc consumer products
$53.640
Owned
TOP PICK
Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market.
food processing
TOP PICK
A very dynamic management team. Has the potential over the long run to be very successful.
Consumer Products
TOP PICK
Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
packaging / containers
TOP PICK
Best value in the market is in quality names. Best pharmaceutical company in the world. Just hasn't gone anywhere. New products are going into the pipeline.
biotechnology / pharmaceutical
TOP PICK
Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
Financial Services
TOP PICK
Best value in the market is in quality names. Well positioned with surplus cash.
Cable
TOP PICK
Likes the industrial space. The first leg of the expansion has been in smaller size tractors. Expects this will move to heavier duty/higher-margin equipment.
machinery
TOP PICK
(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.
TOP PICK
Likes the health-care sector. One of the top companies. Has underperformed for a long time, but they are willing to be patient.
biotechnology / pharmaceutical
TOP PICK
Solid earnings. Feels their new stent will be successful next year.
biotechnology / pharmaceutical
TOP PICK
Made a lot of capital outlays. Generating big cash flows. Stock is under appreciated.
Cable
TOP PICK
A premier name. Has sold off significantly.
computer parts mnfctr
TOP PICK
Health care should outperform in a rising interest rate environment. A premier company. Likes the pipeline that it has. Out-of-favor right now.
biotechnology / pharmaceutical
TOP PICK
A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages.
finance / leasing
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