January 15, 2007 BARRON'S 35 844937 844950 We ...
[Pages:2]2006 Roundtable Report Card
Below you will find the Roundtable members' investment picks and pans for 2006. Most of the Barron's Roundtable panelists are active money managers, and thus take no pledge to stick by the stocks and opinions they offer up at the start of each year. As circumstances change in the financial markets, so must they. For those who want to keep score, however, here's how their ideas performed through Dec. 29. You'll find June 2006 Midyear Roundtable Report Card, free of charge, at .
Scott Black's Picks
American Eagle Outfitters CCA Industries Georgia Gulf Gerdau Ameristeel DryShips Whiting Petroleum
Ticker
AEOS CAW GGC GNA DRYS WLL
PRICE
1/6/06
12/29/06
$16.06 8.95
31.42 6.12 13.65
42.78
$31.21 11.54 19.31 8.92 18.01 46.60
Abby Joseph Cohen's Picks
Ticker
iShares MSCI Japan Idx. Fd. Novartis General Electric Cisco Systems Amdocs Microsoft
EWJ NVS
GE CSCO
DOX MSFT
PRICE
1/6/06
12/29/06
$14.19 54.79 35.47 18.77 27.90 26.91
$14.21 57.44 37.21 27.33 38.75 29.86
Marc Faber's Picks
Ticker
Asian Real Estate IOI Prop Berhad (Malaysia)
IOIP MK
Suntec REIT (Sing.)
SUN SP
Macquarie MEAG Pr REIT (Sing.) MMP SP
Rojana Ind Park (Thailand)
ROJANA TB
Ticon Ind Connection (Thailand) TICON TB
Short Philadelphia Housing Sector Idx HGX
Volatility CBOE Volatility Idx
Taiwan iShares MSCI Taiwan Idx Fd.
VIX EWT
Malaysia iShares MSCI Malaysia Idx Fd.
EWM
U.S. Pharmaceuticals Merck Schering-Plough Pfizer
MRK SGP PFE
Airlines Deutsche Lufthansa
LHA GR
Turnaround KarstadtQuelle
Short U.S. Dollar Index 30-year Treasury bond
KAR GR DXY
PRICE
1/6/06
12/29/06
7.60 ringgit S$1.10 S$0.95
9.80 baht 12.80 baht
9.50 ringgit S$1.82 S$1.17
14.10 baht 18.50 baht
267.43
235.5
11.00
11.56
$13.21
$14.51
6.97
9.10
33.12 20.56 24.85
43.60 23.64 25.90
OE12.99
OE20.84
OE15.45
OE21.85
88.91 yield 4.56%
83.65 yield 4.81%
Change 94.3% 28.9 -38.5 45.8 31.9 8.9
Change 0.1% 4.8 4.9
45.6 38.9 11.0
Change
25.0% 65.5 23.2 43.9 44.5
-11.9%
5.1%
9.8%
30.6%
31.6% 15.0
4.2
60.4%
41.4%
-5.9%
Mario Gabelli's Picks
Skyline* Westar Energy Groupe Danone Flowserve Kaman Sequa Rolls Royce Hilton Group** Ameriprise Financial Watts Water Tech ITT Industries***
Ticker
SKY WR BN FP FLS KAMN SQA/A RR/LN LAD LN AMP WTS ITT
PRICE
1/6/06
12/29/06
Change
$38.05 21.29 88.25
$41.58 19.82 74.20
443 pence 363 pence $43.60
31.59 53.44
$40.22 25.96 114.80 50.47 22.39 115.06 447.75 pence 418.25 pence
$54.50 41.11 56.82
11.0% 21.9 30.1 21.4 13.0 55.1
1.1 6.8 25.0 30.1 6.3
Bill Gross' Picks
Ticker
BlackRock Glbl Float Rate Inc Tr BGT
Pimco Corp Inc Fund
PCN
iShares MSCI EAFE Idx Fund
EFA
PowerShares FTSE RAFI US 1000 PRF
PRICE
1/6/06
12/29/06
$17.33 15.05 62.45 50.66
$19.27 16.17 73.22 58.02
Change
20.2% 17.3 17.2 14.5
Fred Hickey's Picks
Short NetLogic Microsystems SanDisk Intel
Ticker
NETL SNDK
INTC
Long streetTRACKS Gold Shares Canadian Dollar Canada 3.75% Gov't Bond 3Com
GLD
price 99.66 COMS
PRICE
1/6/06
12/29/06
$28.75 73.95 26.31
$21.69 43.03 20.25
$53.72 $1=C$1.17
yield 3.77% $4.03
$63.21 $1=C$1.17 price 99.57
$4.11
Change
-24.6% -41.8 -23.0
17.7% 0%
yield 4.06% 2.0
Archie MacAllaster's Picks
Ticker
Capitol Bancorp Bank of America Allstate National City Fidelity National Title Doral Financial Old Stone
CBC BAC ALL NCC FNF DRL OSTN
PRICE
1/6/06
12/29/06
$38.19 46.57 54.84 34.39 23.79 11.25 2.90
$46.20 53.39 65.11 36.56 23.88 2.87 0.60
Change
21.0% 14.6 18.7 6.3 0.4 -74.5 -79.3
John Neff's Picks
Huntsman YRC Worldwide Citigroup D.R. Horton
Ticker
HUN YRCW
C DHI
PRICE
1/6/06
12/29/06
$18.77 48.07 48.62 37.25
$18.97 37.73 55.70 26.49
Change
1.1% -21.5 14.6 -28.9
Art Samberg's Picks
Monsanto Research In Motion Tenaris Foster Wheeler Chesapeake Energy XTO Energy Everest Re Group Axis Capital Holdings
Ticker
MON RIMM
TS FWLT
CHK XTO
RE AXS
PRICE
1/6/06
12/29/06
$40.78 72.37 24.85 38.96 32.35 44.18
102.29 31.65
$52.53 127.78 49.89 55.14 29.05 47.05 98.11 33.37
Change
28.8% 76.6 100.8 41.5 -9.9
6.5 -4.1 5.4
Oscar Schafer's Picks
CBS Tyco International FNX Mining Flamel Technologies Schwarz Pharma
Ticker
CBS TYC FNX CN FLML SRZ GR
PRICE
1/6/06
12/29/06
$27.23 29.98 C$14.79 $19.72 53.10
$31.18 30.4
C$18.27 $29.95 95.87
Change
14.5% 1.4 23.5 51.9 80.5
Meryl Witmer's Picks
Chaparral Steel Walter Industries Deckers Outdoor Rolls Royce Goodman Fielder
Ticker
CHAP WLT
DECK RR/LN GFF AU
PRICE
1/6/06
12/29/06
Change
$14.84 25.54 30.95 443 pence A$2.09
$44.27 27.05 59.95
447.75 pence A$2.22
198.4% 5.9
93.7 1.1 6.2
Felix Zulauf's Picks
Oil Oil Service HOLDRS Trust
Gold Miners Newmont Mining Gold Fields Harmony Gold Mining Glamis Gold Lihir Gold
Palladium Norilsk Nickel H
Turnaround KarstadtQuelle
Ticker
OIH
NEM GFI
HMY GLG LIHR
NILSY
KAR GR
PRICE
1/6/06
12/29/06
$140.00
$139.66
$57.70 19.65 14.35 29.81 17.42
$45.15 18.88 15.75 45.07 24.69
$101.75
$160.00
$15.45
$21.85
Change
-0.2%
-21.8% -3.9 9.8 51.2 41.7
100.7%
41.4%
*Percent change includes a $2 special dividend **Name changed to Ladbrokes; percent change includes 240p dividend and adjustment
for a 6-for-17 split ***Name changed to ITT Corp. Total Return Name changed to Fidelity Nat'l Financial Price reflects Mueller
Water spinoff HPercent change reflects Polyus Gold spinoff
Source: Bloomberg
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