Walter Gerasimowicz
Member since: Nov '08
Chairman and CEO at
Meditron Asset Management

Latest Top Picks

Manufacturers nuts, bolts and fasteners. Over the last 5 years earnings have increased on an average of 27% per year. Will benefit from infrastructure coming out of the recession.
Diagnostic equipment stents and some new blockbuster drugs. Drug industry and healthcare services might come under some pressure with the new administration, which is the risk they may face.
Largest defence contractor globally. $90 billion order backlog. There will be a huge call for replacement of weaponry, military aircraft, etc. Recently bought back $30 million shares. Earnings are growing and management has recently raised guidance.