Garth Jestley
Member since: Mar '02
Senior Portfolio Manager at
Middlefield Capital

Latest Top Picks

(A Top Pick Dec 2/05. Down 16.6 %.) Still likes. Dropped along with natural gas prices. Fundamentals are still good.
(A Top Pick Dec 2/05. Down 7.5%.) Still likes. Good entry point.
(A Top Pick Dec 2/05. Down 4%.) In an economy where there may be some de-acceleration of earnings, this is a defensive holding. Is good at making acquisitions. Good landfill holdings.
Electronic land Registries. Has a contractual monopoly. Continues to bring on old paper-based records into its registry.
He has lightened up on the gas-oriented trusts recently because of near-term weakness in gas. However, feels that gas will be going up and this is one of the better names. Recently made a large acquisition giving them good diversification.