Morgan Stanley Steals Lehman’s “Uncommon Values”

November 11, 2009 1:00pm by Barry Ritholtz

Here is an interesting item: MS is filling the void left by Lehman’s annual Uncommon Values best ideas list:

Morgan Stanley U.S. Equity Research launched its inaugural North America Best Ideas List on October 1. The list represents the group’s nine leading investment ideas. Additions and removals of stocks are published as part of regular, stock-specific reports. The complete list appears weekly in Investment Perspectives.

The biggest difference between MS and LEH is that the list is 9 rather than 10 stocks:

Baker Hughes
Bank of America
Celgene
Danaher
Hewlett-Packard
Suncor
Textron
Union Pacific
Walt Disney

Here are Fusion’s current list of equity holdings:

Arch Coal
Real Networks
Ulta Salon, Cosmetics & Fragrance
Gold Fields Limited
Focus Media Holding Limited
Liz Claiborne
LifePoint Hospitals
New York Times Company

(We owned Disney, but sold it recently).

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers Please see disclosures here: https://ritholtzwealth.com/blog-disclosures/

twitter

facebook