Word: smartest
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Dates: during 2000-2009
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...smartest plays are "adult toys," says Ron Muhlenkamp, manager of the $750 million Muhlenkamp Fund. He owns stock of the recreational vehicle manufacturer Winnebago, which is a play on the second-home trend. For the same reason, he also holds shares of homebuilders Toll Bros., Meritage, Centex, NVR and Beazer Homes. Harley-Davidson is on his radar, though he considers the stock overpriced. Muhlenkamp, 58, who bought his first new Harley when he was 49, notes that many new Harley purchasers are in their late 50s. The average age is 46. A lot of folks want one after they finish...
...Daniel Kadlec and reporter Jyoti Thottam asked three top portfolio managers, Gary Bergstrom, chairman of Acadian Asset Management; Barton Biggs, chairman of invest- ment management for Morgan Stanley; and Sarah Ketterer, CEO of Causeway Capital Management. Here are their top picks among overseas markets and some advice on the smartest ways to diversify globally...
...after earning a degree from Harvard Business School, Billings decided that going into the theater business “wasn’t the smartest thing to do” and turned his sights on newspapers instead...
...days after winning the F.A. Cup, clinched the title by beating Ferguson's stellar team on their own turf at Old Trafford. The winning smile of Arsenal manager Arsène Wenger was that of a man who knew he'd outfought, outthought and outstared soccer's meanest, smartest double-bluff artist. Until now Ferguson has pretty much held the franchise on his own life story in eight autobiographies, and he's not inclined to start cooperating with snooping authors - not even one like Michael Crick, who has been a fanatical supporter of "the Reds" for 30 years...
...more surprising in that Nick Hornby's novel was adapted (with Peter Hedges) and directed by Chris and Paul Weitz, they of the raucous American Pie. Who knew these guys had sense and sensibility? But they do--and About a Boy is far and away the smartest, funniest and most winsome big-studio release of this so-far dismal year...