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     This is a related view to:
        Lehman to Sell $3 Billion of Shares to Raise Capital   by Yalman Onaran on 04/01/08

1 pt

Prospects for Banks and Financials

 Apr 01, 2008 04:18 AM UTC
Symbol Sentiment Start Return Closed
GS Positive 04/01/08 -60.53% --
MER Positive 04/01/08 -72.41% --

Readers of "A Dash" know that for the last year we have been contributing to RealMoney, a subscription service from TheStreet.com (free trial available). Before contributing, we subscribed for many years, finding the site to be a useful source of ideas and discussion.

One of the most helpful contributors is Bob Marcin, founder and General Partner of Defiance Asset Management. Bob has a deep value approach and a nice recent hot streak. He has advised against investment in financial stocks, while recommending early cyclicals which have been enjoying a rebound.




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ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 20.58 +45.12% 177
2 18.72 +43.19% 57
3 16.36 +17.64% 7
4 15.42 +40.59% 212
5 13.79 +16.71% 40


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