Gretchen Lash
Member since: Apr '04
Chief Executive Officer at
Engemann Asset Management

Latest Top Picks

Expects accelerated earnings. Have really come through their re-positioning. Now at a point where some of their long cycle business is picking up.
Thinks it can sustain 15% growth. Has had quite a run, so grab whenever you get an opportunity.
Feels there will be an acceleration on software next year.
Has a positive outlook for next year because they messed up so much this year. Expects earnings acceleration next year.
Looking for companies with topline growth. A play on secular growth in "search". Banner and display advertising are coming back.