Nicholas Sargen
Member since: Mar '04
Chief Investment Officer at
Fort Washington Investment Advisors
Fort Washington Investment Advisors
22 Opinions
Latest Top Picks
Feels there will be a rotation to larger caps in the US. An innovative firm.
Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market.
A very dynamic management team. Has the potential over the long run to be very successful.
Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
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.
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TOP PICK
TOP PICK
November 26, 2004
Feels there will be a rotation to larger caps in the US. An innovative firm.
Feels there will be a rotation to larger caps in the US. An innovative firm.
misc consumer products
TOP PICK
TOP PICK
November 26, 2004
Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market.
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
TOP PICK
October 15, 2004
A very dynamic management team. Has the potential over the long run to be very successful.
A very dynamic management team. Has the potential over the long run to be very successful.
Consumer Products
TOP PICK
TOP PICK
October 15, 2004
Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
packaging/containers
TOP PICK
TOP PICK
September 24, 2004
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.
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
TOP PICK
September 24, 2004
Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
Financial Services
TOP PICK
TOP PICK
September 24, 2004
Best value in the market is in quality names. Well positioned with surplus cash.
Best value in the market is in quality names. Well positioned with surplus cash.
Cable
TOP PICK
TOP PICK
August 13, 2004
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.
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 PICK
August 13, 2004
(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.
(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.
Transportation
TOP PICK
TOP PICK
August 13, 2004
Likes the health-care sector. One of the top companies. Has underperformed for a long time, but they are willing to be patient.
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
TOP PICK
July 2, 2004
Solid earnings. Feels their new stent will be successful next year.
Solid earnings. Feels their new stent will be successful next year.
biotechnology/pharmaceutical
TOP PICK
TOP PICK
July 2, 2004
Made a lot of capital outlays. Generating big cash flows. Stock is under appreciated.
Made a lot of capital outlays. Generating big cash flows. Stock is under appreciated.
Cable
TOP PICK
TOP PICK
A premier name. Has sold off significantly.
electrical/electronic
TOP PICK
TOP PICK
May 14, 2004
Health care should outperform in a rising interest rate environment. A premier company. Likes the pipeline that it has. Out-of-favor right now.
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
TOP PICK
May 14, 2004
A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages.
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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