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.
Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
November 26, 2004
Feels there will be a rotation to larger caps in the US. An innovative firm.
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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.
Show full opinionHide full opinionFeels 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.
Show full opinionHide full opinionA very dynamic management team. Has the potential over the long run to be very successful.
Consumer Products
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TOP PICK
October 15, 2004
Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
Show full opinionHide full opinionTerrific management. Hasn't been doing a lot, but over the long term an excellent story.
packaging/containers
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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.
Show full opinionHide full opinionBest 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
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TOP PICK
September 24, 2004
Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
Show full opinionHide full opinionBest value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
Financial Services
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TOP PICK
September 24, 2004
Best value in the market is in quality names. Well positioned with surplus cash.
Show full opinionHide full opinionBest value in the market is in quality names. Well positioned with surplus cash.
Cable
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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.
Show full opinionHide full opinionLikes 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
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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
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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.
Show full opinionHide full opinionLikes 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.
Show full opinionHide full opinionSolid 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.
Show full opinionHide full opinionMade a lot of capital outlays. Generating big cash flows. Stock is under appreciated.
Cable
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TOP PICK
A premier name. Has sold off significantly.
electrical/electronic
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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.
Show full opinionHide full opinionHealth 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.
Show full opinionHide full opinionA 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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