Jensen J JENSX
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10 High-Conviction Buys From Our Ultimate Stock-Pickers
… former was picked up by Parnassus Equity Income during the quarter, while the latter was purchased by Jensen Quality Growth JENSX . Of its purchase of Varian, the managers at Jensen noted that: " Varian is a medical equipment company focused primarily …
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Dividend Payers, Vanguard Wellington Top Readers' Lists of High-Conviction Holdings
… Permanent Portfolio PRPFX, writing, "They always make the playoffs with a balanced offense and defense." Jensen Quality Growth JENSX also received at least a few mentions. For Arora1 , First Eagle Global SGENX epitomizes an all-weather, sleep-at-night …
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What's Your New Year's Investing Resolution?
… investment focus will be U.S. high-grade large caps: Sequoia SEQUX, Fidelity Contrafund FCNTX, and Jensen Quality Growth JENSX . My fixed-income focus will be intermediate munis and investment-grade corporates with some high yield of both. I have …
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Our Investing Outlook for 2012U.S. stocks should beat bonds and foreign stocks, but intense volatility will continue.
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James Glassman's 10 Picks for 2012
These ten investing suggestions should do well for your portfolio in the New Year and beyond.
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Our Ultimate Stock-Pickers' Top 10 Buys and Sells
… s not to say that some of our managers weren't looking at Microsoft as a source of cash, as both Jensen Quality Growth JENSX and Sound Shore SSHFX sold shares during the quarter, it's just that the collective buying of eight of our managers, five …
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The Error-Proof Portfolio: Six Questions to Ask When Your Manager Leaves
… strategy, a manager change shouldn't be a huge cause for concern if that strategy is highly mechanistic. Jensen Quality Growth JENSX , for example, looks for companies that have had returns on equity of 10% or better in each of the past 15 years, a criterion …
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10 Ultimate Stock-Picker High-Conviction Buys
… the quarter. But much like CVS, there are some that question the defensive nature of the name, with Jensen Quality Growth JENSX actually selling its entire stake in Sysco during the quarter, noting concerns "around end-market weakness and execution …
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Concentrated Funds Going Against the Grain
… Brown Capital Management Small Cap BCSIX, Clipper CFIMX, Fairholme FAIRX, FMI Large Cap FMIHX, Jensen Quality Growth JENSX , Longleaf Partners LLPFX, Mairs & Power Growth MPGFX, Matrix Advisors Value MAVFX, Oakmark Select OAKLX, and Sequoia SEQUX …
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RSEMX (Charles Dreifus Large Cap fund)
… and timely updates and links. I haven't bought it (yet). I own similar "high quality", "blue chip" LCs in ICSLX and JENSX . I might have some new money to add to the space. While RSEMX's E/R of 1.39% is not cheap, and there are loads of …