Mutual Fund News
NILANJAN ROY, 27OccupationFinancial analystThe portfolioIncludes Intel Corp., Walt Disney Co., Lenovo Group Ltd., Cogeco Cable Inc. and Yellow Media Ltd.The investorNilanjan Roy has both an MBA in finance and an engineering degree. His ''financial modelling and strategic analysis'' skills come in handy when assessing investment opportunities. He is particularly interested in the technology, media and telecommunications (TMT) industries, where his work experience has provided him with ''a good understanding of TMT business models.''
JIM WALLINGFORD, 66Occupation Sales representativeThe portfolio Includes Cameco Corp., Encana Corp., Talisman Energy Inc., Kinross Gold Corp. and TransAlta Corp.The investor In his 16 years of investing, Jim Wallingford figures he has made about every classic investing mistake that can be made. Like buying a quality stock and getting off at the next stop - in particular, buying Apple Inc. at $90 (U.S.) and selling at $97. ''Nothing like leaving $60,000 on the table,'' Mr. Wallingford quips.
DANIEL WARD, 23Occupation Investment professional.The portfolio Shares in Targacept Inc. and a diversified mutual fund of smallcap companies.The investor Daniel Ward bought his first stock in 2008. It promptly plunged by 40 per cent. Then he bought some biotechnology stocks. They recouped the loss within months - in the midst of a raging bear market.
GLEN PHILLIPS, 57Occupation Operations research managerThe portfolio Mostly blue-chip Canadian and U.S. companies, including the big five Canadian banks, TransCanada Corp., Coca-Cola Co., Procter and Gamble Co. and Wal-Mart Stores Inc.
VLADIMIR ZERNOV, 27Occupation EntrepreneurThe portfolio Includes shares in coal companies such as Walter Energy Inc. and Arch Coal Inc.The investor Vladimir Zernov started out as a day trader in 2007. After noticing ''some stocks rallied from certain technical setups while others failed from the same setups,'' he got interested in longer time frames and fundamental analysis. Now he spends a great deal of time researching companies with the potential for sizable stock gains.
GONZALO CARRASCO, 26Occupation Investment banking analystThe portfolio Includes shares in BlackBerry Ltd., Yahoo Inc., Gilead Sciences Inc., and real estate investment trusts (REITs).The investor As an analyst in the investment banking industry, Gonzalo Carrasco has participated in mergers, initial public offerings and other financial transactions. ''This experience has taught me where to look when assessing a company's potential,'' he reports.
BRADEN MCLEAN, 34OccupationRealtorThe portfolioMainly income properties, plus fixed-income and equity mutual funds in a registered education savings plan and registered retirement savings plan.The investor
MARK LIEW, 32OccupationConsultantThe portfolioHoldings include Berkshire Hathaway Inc., Verisign Inc. and NetEase Inc.The investorMark Liew runs a consulting firm and teaches part-time at a university. Previously, he worked as a commodity trader, investment analyst and military intelligence officer. While a university student, he built up an online business until it reached $500,000 in annual sales.
DAN WESLEY, 30Occupation Chartered accountantThe portfolio Includes shares in Bank of Montreal, Royal Bank of Canada, Bank of Nova Scotia, Fortis Inc., RioCan Real Estate Investment Trust, Rogers Sugar Inc. and Bird Construction Inc.
ANTHONY RAGE, 51OccupationPharmacistThe portfolioLow-cost mutual fundsThe investorIn high school, Anthony Rage bought some silver certificates.They soared in value, and then collapsed. Later, as a pharmacist, he invested with a stock broker.