Market Forecast Project #7: Long and Short Equity Ideas

Value Expectations submits:

In the tables below ValueExpectations.com has provided a list of the favorite long and short equity ideas from professional money managers who participate in AFG’s Market Forecast Project (MFP) survey. The MFP survey is designed to keep investors updated on events that will affect the markets and economy, provide insight into how peers currently view the market, and enhance communication with clients by becoming more well rounded and knowledgeable about different aspects of the market. The list below contains MFP participants favorite investment ideas. The companies highlighted in grey are companies that were recommended as both a long and a short idea and the far right column denotes a company that was recommended more than once.

Market Forecast Project #7 Long Equity Ideas
Ticker Company Sector MKT Cap ($Millions) # Votes
AAPL APPLE INC Technology $180,559 2
ABX BARRICK GOLD CORP Energy and Extraction $35,300
AMGN AMGEN INC Health $59,787
AMMD AMERICAN MEDICAL SYSTEMS Health $1,411
APA APACHE CORP Energy and Extraction $34,734
ATSC ATS CORP Miscellaneous $58
AUXL AUXILIUM PHARMACEUTICALS Health $1,554
AWH ALLIED WORLD ASSURANCE HLDG Financials $2,272
BAC BANK OF AMERICA CORP Financials $154,306
BG BUNGE LTD Consumer Non Durable $8,112
BRK.B BERKSHIRE HATHAWAY CL B Financials $177,497
C CITIGROUP INC Financials $77,051
CDCS CDC SOFTWARE CORP. ADR na $289
CERN CERNER CORP Health $6,353
CHRW C.H. ROBINSON WORLDWIDE Transportation $8,991
CMG CHIPOTLE MEXICAN GRILL, INC. Consumer Services $3,175
CNU CONTINUCARE CORP Health $252
CVM CEL-SCI CORP Health $131
EEP ENBRIDGE ENERGY PART LP Utilities $5,097
EMC EMC CORP Technology $34,799
ENTR ENTROPIC COMM INC Technology $241
EQT EQT CORP Utilities $6,010
ERF ENERPLUS RESOURCES FUND Energy and Extraction $3,948
F FORD MOTOR CO Consumer Durable $38,587
GILD GILEAD SCIENCES INC Health $42,782
GOOG GOOGLE INC A Miscellaneous $171,586 2
HGR HANGER ORTHOPEDIC GROUP Health $540
HPQ HEWLETT-PACKARD CO Technology $115,542
HRS HARRIS CORP Technology $5,791
HUM HUMANA INC Financials $8,318
IILG INTERVAL LEISURE GRP Miscellaneous $735
ING ING GROEP NV Financials $20,878
INSP INFOSPACE INC Miscellaneous $370
INTC INTEL CORP Technology $108,673
JNJ JOHNSON & JOHNSON Health $175,562
KEY KEYCORP Financials $6,510
KFT KRAFT FOODS INC CL A Consumer Non Durable $42,032
LNC LINCOLN NATIONAL CORP Financials $7,694
MCD MCDONALD’S CORP Consumer Services $70,374
MDS MIDAS INC Consumer Services $117
MET METLIFE INC Financials $28,493
MHP MCGRAW-HILL CO INC Consumer Services $11,195
MMM 3M CO Capital Goods $57,699
MON MONSANTO CO Basic Material $42,287
MSFT MICROSOFT CORP Technology $254,807 2
NGD NEW GOLD INC Energy and Extraction $1,683
NHWK NIGHTHAWK RADIOLOGY HLDG Health $98
NOVA NOVAMED INC Health $89
NVR NVR INC Capital Goods $4,002
NYB NEW YORK COMMUNITY BNCRP Financials $5,313
ORA ORMAT TECHNOLOGIES INC Utilities $1,620
PEP PEPSICO INC Consumer Non Durable $95,640
QCOM QUALCOMM, INC. Technology $66,341
RFMD RF MICRO DEVICES INC Technology $1,097
RIG TRANSOCEAN Capital Goods $28,080 2
RIGL RIGEL PHARMACEUTICALS Health $479
RRC RANGE RESOURCES CORP Energy and Extraction $7,622
SNPS SYNOPSYS INC Technology $3,145
STAA STAAR SURGICAL CO Health $133
TD TORONTO DOMINION BANK Financials $51,352
TEVA TEVA PHARMACEUTICAL LTD Health $52,705 2
TGT TARGET CORP Consumer Services $38,067
TNS TNS INC Consumer Services $581
UEPS NET 1 UEPS TECHNOLS INC Consumer Services $792
UTR UNITRIN INC Financials $1,446
VMW VMWARE INC Technology $18,591
WNC WABASH NATIONAL CORP Consumer Durable $91


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