Founder and President
Delphi Management | Boston MA
“Our theme this year is looking for companies with earnings momentum. If they have been in a downtrend, we try to catch the inflection point. Also, we want to buy stocks that are statistically cheap. My first stock is a consumer issue – Ross Stores [ROST], operator of Ross Dress For Less. It had record earnings last year … Nexen [NXY] is a major operator in the Canada tar sands … My next stock is Teva Pharmaceutical Industries [TEVA]. The company is gaining earnings momentum.”
Other picks by Scott Black in January: Belden [BDC]; Micron Technology [MU]; Cisco Systems [CSCO]. Barron’s Roundtable, January 18, 2010.
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