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Matt Kaufler, Portfolio Manger of Touchstone Value Fund, Top 2 Picks

Posted on Thursday, June 12th, 2008 | In Current Market News, Stocks to Watch
Contributed by: CEO Blogger (http://ceoblogger.wordpress.com) -

Matt Kaufler, portfolio manager of the Touchstone Value Opportunities Fund (Morningstar 4 star rated), symbol (CCEVX) gave his two top, five star value picks on CNBC:

1. TriQuint Semiconductor (TQNT)

a. content on iPhone and Samsung

b. great earnings power in the second half of 2008

c. $9-10 target price

2. Assured Guaranty (AGO)

a. Municapl Bond Insurer with AAA rating

b. will increase market share going forward

c. Target Price- low $30’s

Track Matt’s picks at:

http://www.trackthepros.com/categories.php?category_id=998

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