Stephen Masson
Member since: Jun '03
Portfolio Manager at
Altamira Investment Services

Latest Top Picks

Corporations have the earnings now and IP spending is coming back. Service bookings are growing quite nicely. Buy when it's at a discount to the market and sell at a 10/15% premium to the market.
A high risk return selection. A big opportunity in China with limited competition.
A safe haven in this choppy market. Slower growth.
Good valuation. Taking market share.