Forbes.com, 11/27/08 - mFOLIO Master Randolph McDuff (rmcduff) is featured in a "Follow-Through" piece entitled, ("Pain at the Top," by Matt Schifrin) click here

Barron's, 7/28/08 - Marketocracy member (mark73) is featured in an article in Barron's Electronic Investor section entitled, ("A New Kind of Fund Manager: How a your trader built a mutual fund from scratch," by Mike Hogan) click here

Ledger-Enquirer, 7/16/08 - mFOLIO Master, Vad Yazvinski (dishwasher) is featured with a photo in an article in the Columbus newspaper entitled, ("Columbus Investment Market Wizard: Belarus native Vad Yazvinski endeavors to persevere and reach goals in investment world," by Andrea V. Hernandez) click here

Forbes Magazine, 5/30/08 - mFOLIO Master Randolph McDuff (rmcduff) is featured in an article in Forbes Magazine entitled, ("The Oracle of Manitoba," by Matt Schifrin) click here

The Globe and Mail, 5/3/08 - mFOLIO Master, Ian St. Martin (ist.martin) is featured in an article entitled, ("Professional investor sticks with what he knows," by Larry MacDonald) click here

The Globe and Mail, 3/29/08 - mFOLIO Master, Randolph McDuff (rmcduff) is featured in an article entitled, ("Snagging the bargains under the analyst' radar," by Larry MacDonald) click here

The Globe & Mail, March 8, 2008 - Chris Rees (crees) is profiled in an article in the GlobeAdvisor entitled, ("Carefree adventurer, cautious value hunter," by Larry MacDonald) click here

Börse Online, January 2008 - the "Barron's of Germany" features mFOLIO Masters Ian St. Martin (ist.martin) and Tim Eriksen (teriksen) along with m100 member David Insel (dinsel) in an article about how Marktocracy has enabled aspiring hedge fund managers to realize their dreams of becoming a professional, entitled, ("Internet formt Profianleger," by Nele Husmann) click to download PDF

The Times, 11/24/07 - Chris Rees (crees) and TJ White (auminer) are featured in an article on Marketocracy in the United Kingdom, ("Could you be the next Marketocracy investment expert," by Mark Bridge) click here

U.S. News & World Report, 8/16/07 - Marketocracy mFOLIO Masters Adam Thompson (athompson) and Randolph McDuff (rmcduff) are profiled in an article, ("Profiting From Web Investing Sites," by Renuka Rayasam) click here

Forbes, 3/5/07 - Marketocracy mFOLIO Master, Chris Rees is featured in an article and compared to both Warren Buffett and Jimmy Buffett (Dual Buffett Strategy, by Matt Schifrin) click here

Forbes, 2/1/07 - Marketocracy Castaway 2006 competition winners are featured in an end of year article ("Seven Buy-And-Hold Stock Stars," by Matthew Schifrin) click here

Forbes, 11/1/06 - Marketocracy model portfolio manager, Tim Eriksen (teriksen) is featured and compared with famed portfolio manager, Bill Miller, in an article for a new column entitled, "Armchair Guru" (Leg Up On Legg Mason, by Matt Schifrin) click here

Forbes, 1/19/06 - profiles on a handful of Marketocracy model portfolio managers, Jack Barnes (jbarnes2), T.J. White (auminer), Gary Franklin (cfranklin), Alan Baginski (ahbahb), and Bryant Bloedorn (babloedorn) ("Eight Armchair Investors Who Beat The Pros," by Matt Rand) click here

Fortune, 1/10/05 - Marketocracy and m100 members, Ian St. Martin (ist.martin), Larry Thompson (larryjthompson), John Czerw (jczerw), and Michael Kantor (mkantor) are featured in Investing (Power to the People : The Marketocracy fund bets on stock picks from regular folks. After three years its performance is hardly average, by Andy Serwer) click here

Forbes, 3/22/04 - Marketocracy members, Larry Thompson (larryjthompson), Ray Nice (rnice), Kevin Harrigan (bananaslug), Faisal Chaudhry (fchaudhry), and Kevin Fravel (kfravel) are profiled (Amateur Gurus: Class of 2004, by Ken Kam) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

CNBC, 3/10/09 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Alert: Maneuvering the Markets," with Mark Haines & Erin Burnett) click here to see the video

CNBC, 2/12/09 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Alert: Maneuvering the Markets," with Mark Haines & Erin Burnett) click here to see the video and a short article entitled, ("New Times Are Boosting New Stocks" by Andrew Fisher) click here

CNBC, 10/1/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Market Pulse Check," with Mark Haines & Erin Burnett) click here to see the video

CNBC, 8/15/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in a segment entitled, ("Friday Stock Picks," with Mark Haines & Melissa Lee) click here to see the video

CNBC, 7/7/08 - Ken Kam is interviewed on CNBC's Squawk on the Street in the kick-off segment of a week-long series entitled, ("Insights from a Top Five Star Fund Manager on Drug Pipelines," with Mark Haines & Erin Burnett) click here to see the video

CNBC, 6/9/08 - Ken Kam gives his take on Apple, Inc.'s in the opening segment of CNBC Street Signs during the middle of the iPhone announcement at the Apple World-wide Developers' Conference in San Francisco entitled, ("Steve Job's Big Announcement," with Erin Burnett) click here to see the video

MoneyShow.com Video Network, 5/10/08 - Ken Kam talks about why the Financials Sector is in worse shape than most investors think in a segment entitled, ("Ken Kam, Marketocracy Masters 100 Fund - Visa vs. MasterCard," with Howard Gold) click here to see the video

MoneyShow.com Video Network, 5/10/08 - Ken Kam talks with Executive Editor, Howard Gold, about learning to become a better investor by trading with virtual money and explains the basis for a "core and explore" portfolio in a segment entitled, ("Ken Kam, Marketocracy Masters 100 Fund - Core and Explore," with Howard Gold) click here to see the video

MSN Video, 2/8/08 - m100 member, Vad Yazvinski (dishwasher) describes his investment strategy in a video during the Strategy Lab on MSN Money panel at the World Money Show in Orlando. click here

NY 1 News, 2/6/08 - David Insel (dinsel) is featured in an article and video interview on Marketocracy on the Times Warner 24-hour news channel in New York City, ("Money Matters: Website Lets Amateurs Learn The Ropes of Day-To-Day Trading," by Lindsey Pless) click here for the article, or to watch the video using Real Player click here

Biz Radio, 1/3/08 - Ken Kam is interviewed during two segments on Biz Radio by Jack Warkenthien and John Sheely on Where Wall Street Meets Main Street Radio Show (Segment One: Marketocracy,investing, and talking stocks) click here; (Segment Two: the Market, Elan, and Valero) click here

Biz Radio, 12/17/07 - Ken Kam is interviewed during three segments on Biz Radio by Brent Clanton on the Mike Norman Market Talk Show (Segment One: MSN Strategy Lab and Fed Moves) click here; (Segment Two: More from your Core) click here; (Segment Three: Manager Track Records) click here

AOL Blogging Stocks, 10/23/07 - Ken Kam on video talks about "Do your homework and buy when other investors are afraid," for a segment at AOL Money and Finance entitled, ("StockWatch: Between the Bells with Ken Kam") VIEW Video here

TheStreet.com, 10/18/07 - Video interview of Ken Kam by Gregg Greenberg of TheStreet.com entitled, ("Marketocracy Chooses Mastercard, Valero") VIEW Video here

Business News Network (BNN), 4/4/07 - Ken Kam is featured in a primetime interview about the importance of knowing a manager's track records vs. a fund's track record in a piece entitled, ("Forget the Funds, Keep Your Eye on Managers," in Round 3 of "Stars & Dogs" with Andrew Bell and Kim Parlee) NOTE: The video takes a long time to load and start. Once the video begins you can scroll through approximately 2/3 of the show to get directly to the interview with Ken Kam. click here

Forbes.com, 9/15/06 - Video interview of Ken Kam by John Dobosz of Forbes.com Video Network entitled, ("Sticking With Refiners And Resources") VIEW Video here

TheStreet.com, 9/12/06 - Video interview of Ken Kam by Gregg Greenberg of TheStreet.com entitled, ("Fund Manager Goes Blogging") VIEW Video here

Forbes.com, 2/16/06 - Video interview of Ken Kam by John Dobosz of Forbes.com Video Network entitled, ("Keeping Faith In His Best Buys") VIEW Video here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Feature Articles on Marketocracy

Feature Articles on the mFOLIO Masters and the m100

Marketocracy in the news

Marketocracy Media: TV, Video, and Radio with Kam Kam

Kam Kam Articles

Articles quoting Ken Kam, CEO of Marketocracy

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Press Release, 12/8/08 - Marketocracy Selects John Navin as an mFOLIO Master for Managed Accounts - (Navin navigated the market crisis with skillful timing) click here to see press release

Press Release, 10/2/07 - Marketocracy Celebrates "Seven Years of Investing Track Records" - the ONLY Investment Website That Has Long-Term Performance Data on Its Members and Gathering of the Best Investors in the World - m100 Annual Meeting to be held October 5-7th at Marketocracy headquarters click here to see press release

Press Release, 8/28/07 - Marketocracy Adds New Multi-Zone mFOLIO for Managed Accounts (click to see press release)

Press Release, 6/07/07 - Marketocracy's mFOLIOs for Retail Investors a Success (click to see press release)

Press Release, 2/20/07 - Marketocracy Selects mFOLIO Masters (click to see press release)

Press Release, 2/20/07 - Marketocracy Partners with FOLIOfn to Launch mFOLIOs for Retail Investors (click to see press release)

Press Release, 1/3/07 - Marketocracy Announces "Castaway Stocks" for 2007 (click to see press release)

Press Release, 7/31/06 - Marketocracy Launches Ken Kam's Best Ideas Blog (click to see press release)

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Barron's, 6/2/08 - m100 member T.J. White (auminer) is featured in an article in Barron's Electronic Investor section entitled, ("The Net Set's Standout Stock Pickers," by Mike Hogan) click here

PR Newswire, 2/5/08 - Strategy Lab on MSN Money Announces Vad Yazvinski (dishwasher) as Winner of Investing Competition. click here

Kiplinger's Personal Finance Magazine, December 2007 - Marketocracy is highlighted in an article, ("Network Your Way to Winning Stocks: Investors who love company are finding lots of it on the Net," by Anne Kates Smith) click here

BusinessWeek, 11/13/07 - Marketocracy is featured in an article, ("Investing: The Net Wisdom or Peers," by David Bogoslaw) click here

Forbes, 11/08/07 - Marketocracy m100 members, Jim Cummings (jcummings1) and George Lang (glang) are featured in an article about retirees that have made a second career out of investing, ("Old Folks, Smart Money," by Matt Schifrin) click here

The Globe and Mail, 11/2/07 - Marketocracy is highlighted in an article, ("A new phase for stock websites," by Rob Carrick) click here

Forbes, 10/15/07 - m100 member, Kai Petainen (ahknaten) is featured in an article about trading at Business Schools, ("Playing the Market," by Matthew Kirdahy) click here

U.S. News & World Report, 8/16/07 - Marketocracy is featured in an article about tracking the statistics of portfolio managers ("Tracking Stock-Picking Prowess Online," by Renuka Rayasam) click here

The Market Oracle, 8/4/07 - Marketocracy is featured in article entitled, ("Sharpening Your Stock Trading Skills," by Peter Degraaf) click here

BusinessWeek, 1/18/07 - Marketocracy is highlighted in an article looking into the "application of open-source principles to fields outside software" as an example that "you should now about." (Tapping the Wisdom of the Crowd, by Jessi Hempel) click here

Associated Press, 1/3/07 - Ken Kam is featured in an article about funds with "go-anywhere" charters (Multicaps give fund managers leeway, by Tim Paradis, Associated Press) click here

San Francisco Chronicle, 10/23/06 - Marketocracy is featured in an article ("Web sites eye vast number of users to identify experts. Their knowledge draws those who pay for insights," by Alan Sipress) click here

The Washington Post, 10/19/06 - Marketocracy is highlighted as a pioneer of the "wisdom of the few" in an article ("The Top Pickers vs. the Pack: Site want users to buy into the Genius Factor," by Alan Sipress) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Advisor Perspectives, 5/13/08 - Ken Kam's article entitled, "Coin Flipping and the Search for Alpha," is published in a publication for Financial Advisors click here

Forbes, 12/13/07 - an Estate Planning article by Ken Kam entitled, ("A Bicycle Trust For Christmas," by Ken Kam) click here

AOL Blogging Stocks, 10/20/07 - Ken Kam's thoughts on Valero (nyse: VLO) are captured in an article entitled, ("Best energy ideas: 'Misunderstood' value in Valero," by Steven Halpern) click here

Forbes, 8/2/07 - Ken Kam recommends Valero in an interview entitled, ("Valero's Deep Discount," by John Dobosz) click here

MSN Strategy Lab, 6/14/07 - Ken Kam shares his personal plan to build a safer safety net for our kids ("A safety net safer than Social Security," by Ken Kam) click here

AOL Blogging Stocks, 3/21/07 - Ken Kam is featured in article focused on Valero Energy (VLO) ("Valero: Ken Kam's refined favorite," by Steven Halpern)

Marketwatch, 2/28/07 - Ken Kam's commentary in the wake of the Shanghai stock market ripple through the world markets was published in Marketwatch's Guru Corner (Don't Panic! : Fear creates opportunities) click here

AOL Blogging Stocks, 12/27/06 - Ken Kam is featured in article on Valero Energy (VLO) ("Top Picks 2007: Valero fuels refined gains for Ken Kam," by Steven Halpern)

AOL Blogging Stocks, 12/21/06 - Ken Kam is featured in article on Elan Corporation (ELN) ("Top Picks 2007: Ken Kam revisits Elan and Tysabri," by Steven Halpern)

Forbes, 8/15/06 - article on Infosonics ("Deep Value in Cellphone Distribution," by John Dobosz)

Bottom Line Personal, 8/06 - Ken Kam and Marketocracy are profiled in an article by Lynn O'Shaughnessy

Marketwatch, 7/3/06 - Ken Kam's commentary was published in the July issue of Marketwatch's "Trading Strategies" (Time to go on the offensive: Take advantage of choppy market to shop for doubles, by Ken Kam) click here

Forbes, 4/7/06 - Ken Kam writes about his "Best Ideas" in Forbes' Advisor Soapbox column (Marketocracy's Magnificent Six, by Ken Kam) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

The Globe and Mail, 3/11/08 - Ken Kam and Marketocracy are featured in-depth in an article entitled, ("A fund for the people, by the people," by Larry MacDonald) click here

Entrepreneur Magazine, 11/07 - Marketocracy is featured in an article, ("Strength in Numbers: Marketocracy is taking its virtual investing platform into the real world by pooling user advice," by David Worrell) click here

TheStreet.com, 10/18/07 - Marketocracy is featured in an article, ("Fund Casts Wide Net to Catch Best Stocks," by Gregg Greenberg) click here

Dow Jones Newswires, 7/17/07 - Ken Kam and Marketocracy are featured in a Tip Sheet ("Marketocracy CEO Nets Ideas From A Large Pool," by Bob Sechler) click here

MSN Strategy Lab, 6/29/07 - Ken Kam is featured along with the launch of Strategy Lab Open, in the Round 15 wrap up ("Chalk up another one for Ken Kam," by Ron Prichard) click here

BusinessWeek, 6/11/07 - Marketocracy is featured as a leader in crowdsourcing within the INSIDE INNOVATION - IN CROWDS section of the print version of BusinessWeek and highlighted online ("Using Web Crowds To Invest, Design Gifts, And Make Things," by Jessi Hempel) click here

AssignmentZERO, 5/31/07 - Marketocracy is featured as a leader in crowdsourcing in a Q&A interview for the groundbreaking collaborative journalism project of NewAssignment.net, founded by Jay Rosen in collaboration with Wired.com. The article looks at how Marketocracy has developed successful approaches key to making crowdsourcing work for investing ("Crowdsourcing to Innovate Investing," by Steve Petersen) click here

BusinessWeek, 2/20/07 - Marketocracy's launch of mFOLIOs is featured in an article written by the Silicon Valley Bureau Chief of BusinessWeek who also wrote the cover story The Power of Us : Mass collaboration on The Internet is shaking up business, where Marketocracy is featured in Finance alongside eBAY for Retail, Google for Advertising, Linux for Software, and Skype for Telecom as the companies "shaking up the status quo in many industries" as part of "the Net's Next Disruption." (Marketocracy + FOLIOfn: Power of the People's Portfolios, by Robert D. Hof) click here

VentureBeat, 2/19/07 - Marketocracy's launch of mFOLIOs along with an interview with mFOLIO Master, Chris Rees, is featured in an article written by the founder and editor of VentureBeat, the successor to the popular SiliconBeat (Marketocracy lets you place money with the best, by Matt Marshall) click here

Ticker Magazine, 2/9/07 - Ken Kam and Marketocracy are featured in this popular column entitled, "Mutual Fund Q&A" in which portfolio managers are interviewed. ("Manager Performance," by Ticker Magazine) click here

Globe and Mail, 12/26/06 - Marketocracy is highlighted as a leading-edge company in an article about a bestselling book entitled, "Wikinomics: How Mass Collaboration Changes Everything," by Don Tapscott and Anthony D. Williams (A new world: Get your mass collaboration road map set, by Don Tapscott and Anthony D. Williams)

Kiplinger's, 9/18/06 - Ken Kam is featured in "Fund Watch", (Five Questions for Marketocracy's Ken Kam, by David Landis) click here

MutualFundWire, 6/20/06 - Marketocracy is profiled ("Marketocracy Take Novel Approach, but Seeks Staying Power," by Marie Glancy)

Investors Business Daily, 6/5/06 - article on Ken Kam by Ken Hoover

BusinessWeek, 6/20/05 - Marketocracy for Finance is featured alongside eBAY for Retail, Google for Advertising, Linux for Software, and Skype for Telecom as the companies "shaking up the status quo in many industries" as part of "the Net's Next Disruption" in the cover story (The Power of Us : Mass collaboration on The Internet is shaking up business, by Robert D. Hof) click here

Fortune, 1/10/05 - Marketocracy and m100 members, Ian St. Martin (ist.martin), Larry Thompson (larryjthompson), John Czerw (jczerw), and Michael Kantor (mkantor) are featured in Investing (Power to the People : The Marketocracy fund bets on stock picks from regular folks. After three years its performance is hardly average, by Andy Serwer) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

CNN Money, 11/4/08 - Ken Kam is quoted in an article within a CNN Money Special Report: America's Money Crisis entitled, ("Wall Street's Election Day rally," by Alexandra Twin) click here

CNN Money, 9/29/08 - Ken Kam is quoted in an article entitled, ("Stocks crushed," by Alexandra Twin) click here

San Jose Mercury News, 10/19/07 - Ken Kam is featured and quoted in an article, ("20 years after Black Monday: What if it happened today?," by Mark Schwanhausser) click here

CNN Money, 8/21/07 - Ken Kam is quoted in an article entitled, ("Wall Street finds stability," by Alexandra Twin) click here

Marketwatch, 8/7/07 - Ken Kam is quoted on the impact of the Fed's decision on Asian stock markets in an article ("Asian stocks may rise on Fed's optimism, U.S. rally," by Moming Zhou) click here

Marketwatch, 7/26/07 - Ken Kam is quoted on the impact of the U.S. market drop on Asian stock markets in an article ("Asia stocks may decline, pacing U.S. downturn," by Moming Zhou) click here

Marketwatch, 3/10/07 - Ken Kam is quoted in a Market Snapshot article regarding the market rebound from the global sell-off the week before ("Stocks set to extend rebound," by Carla Mozee) click here

MarketWatch, 1/17/07 - Ken Kam is quoted in an article about the launch of the Russell Investment Group's Global 10,000 family of index ("Russell launches Global 10,000 index," by Steve Gelsi)

Forbes, 12/20/06 - Ken Kam is a quoted about taking end of tax-year losses on Infosonics (IFON) in an article ("Year-End Tax Loss Dogs," by John Dobosz)

San Jose Mercury News, 12/17/06 - Ken Kam is quoted in an article about the impact on stock prices of the stock option backdating by companies ("The shares of companies accused of backdating options are up sharply as investors see this mess as past history," by Mark Schwanhausser)

Chicago Tribune, 11/5/06 - Ken Kam is featured talking about Elan and United Airlines ("Risky Business investing in turnaround stocks," by Andrew Leckey) click here

Marketwatch, 9/23/06 - Ken Kam is quoted in a Market Snapshot article regarding the health of the economy and the possibility of a Fed rate cut ("Equities appear ripe for further losses," by Carla Mozee) click here

Marketwatch, 7/14/06 - Ken Kam is quoted in a Market Snapshot article regarding the impact of fighting in the Middle East on oil prices ("Escalating violence could keep U.S. stocks down," by Carla Mozee) click here

Wall St. Journal/Dow Jones, 6/29/06 - Ken Kam is quoted in article regarding the Federal Reserve Open Market Committee meeting ("Fed Boosts Interest Rates for 17th consecutive time," by Brian Blackstone)

CNN, 6/23/06 - Ken Kam quoted in article on Bernanke and the Federal Reserve controlling inflation (Fed walks fine line, by Grace Wong) click here

For Media Enquiries Only, please email: press@marketocracy.com for more information.

Wayne Gretzky once said that, "a good hockey player plays where the puck is, and a great hockey player plays where the puck is going to be." I think this applies equally well to great investors like Eugene Groysman , one of Marketocracy's mFOLIO Masters. Instead of buying stocks that are paying meager dividends, Groysman is buying stocks that he thinks could be increasing dividends in the future.

Which stocks might those be?

Groysman thinks the banking sector is a good place to look. After taking tremendous losses last year, many banks cut their dividends to rebuild their capital and repay the money they took from the government through TARP. However, now that banks are paying close to zero interest for short-term deposits their profit margins on their loan portfolios have increased to the point where the strongest banks have been able to repay their TARP funds in less than 1 year!

The question is, what are they going to do with these profits next year? Since many banks paid dividends consistently for a very long time (until last year), Groysman anticipates that healthy banks will start to restore their dividends.

In a previous article, Groysman told us why he likes US Bancorp (USB). Today, I'm going to let him explain his thinking about Barclay's PLC ADR (BCS).

BARCLAYS PLC ADR (BCS)

By Eugene Groysman

With the current market recovery and increasing numbers of baby boomers retiring, they have been asking themselves, what now? Through numerous discussions I have been having with prospective retirees, the main concern I keep running into is, since this market downturn, when do I move from growth oriented to income oriented, and what type of investment would be better suited for that? My answers keep coming back to dividend paying stocks. All my current ideas surround investments that pay you back. Another solid dividend driven investment is this group is Barclays PLC (BCS).

The stock like every other financial stock was hit hard by the market meltdown, but in the past 5 months it has made significant moves to the upside. The 52 week trading range is between $2.75 and $32.50 that is about 1181% and a two year trading range of from $2.75 to $50.95, or about 1850%. Currently the stock is trading at $23.41, which is off its 52 week high, and way off its peak high from 2007 before the market meltdown. Even if the stock only hit $37.81, which would break out of its 52 week trading range, there still would be about a 70% return. Additionally, Barclays has not lowered its dividend in the midst of this financial crisis, which is a sign of strong capital reserves. It currently pays $1.79 per share or about 7.6%. If one were to only look at the dividend alone, the stock is a worthwhile position, but if you factor in the cheap nature of the stock it is doubly attractive. Most high paying dividend stocks have slashed dividends in this trying time, but Barclays has opted to keep it high.

On August 3, 2009 Barclays earnings rose 10% for the first half of 2009 as stronger earnings from its investment banking division outweighed an increase in bad loans. Barclays Capital investment banking division pretax profit rose 100%, boosted by the acquisition of the bankrupt Lehman Brothers investment bank. Barclays has also expanded its operations in India, Africa, Pakistan and Indonesia. The Bank will also raise about 8.2 billion pounds (10.7 billion US) by selling its Barclays Global Investment unit to American Blackrock Inc, a fund management company, but will retain a 20% ownership stake.

This company has made great leaps in the past 6 months rising nearly 700%, but the stock is still under its one and two year highs. It has a large dividend, and has made great strides to increase profitability. If you can buy into a depressed stock with a high dividend it would be a win/win situation. Not only would you capitalize on a cheap stock, but also your percentage yield would be higher. This stock is a good play for the retired or soon to be retired, especially if you are looking to convert to a more dividend driven portfolio.

Eugene Groysman is a Marketocracy mFOLIO Master -- the cream of the crop at Marketocracy.com. We've tracked Groysman since 5/9/2003. Over the past 6 years he averaged 25.8% a year. During the same period, the S&P 500 returned 3.6% a year. That's why we started making his portfolio available for registered investment advisors and their clients in a managed account program.

Last year, two things happened that were thought to be nearly impossible. First, the market dropped almost 40% in a year, and second, we marked a 10-year stretch in which stocks lost money. The market is clearly more risky than anyone thought even for long-term investors. Our confidence in the market has been shaken and it has made us all unsure of were we stand financially. That's why no one is sleeping well at night.

You have to go back to 1929 to find another time like last year. It took over 20 years for the stock market to recover from that crash, and many who lived through it never invested in stocks again for the rest of their lives. Even though I think that was a mistake, going forward there are clearly going to be times when we don't want to be 100% in the market.

If we cannot count on the market to go up even in the long-term, then some of the most important decisions we need to make are going to be how much and when to be invested. These are not easy decisions and few people, even on Wall Street, have a good track record making them.

You see, the managers of index funds, ETFs, and most mutual funds don't make these decisions. Index funds and ETFs have to be close to 100% invested all of the time. If the market goes down 40%, index funds and ETFs will remain 100% invested all the way down. And, most mutual funds are required to be at least 80% invested at all times so they have the same problem. These products may no longer make sense for many people because they cannot do much of anything to protect you if the market falls again.

I went through Marketocracy mFOLIO Masters to find the ones whose long-term track records show they managed the downside well and still delivered strong enough returns to make a difference through one of the most difficult periods in the stock market's history.

The four that I like best at this time are: Chris Rees, Kevin Wilde, Ian St. Martin, and Jack Weyland. I have been tracking each of them for at least 7 years at Marketocracy.com. Over that time each has shown me an average annual return respectively of: 24.8%, 17.14%, 22.01%, and 40.59%. Combined as a team there were only 2 occassions in the past 6 years when the teams losses would have exceeded 20%, and in both cases recovery was fairly quick.

My relatives need to stay invested in the market, but for them to be able to sleep at night, they need a strategy that protects them if the market falls again. I think the people who are best able to accomplish this for them are the people who have a track record showing they have successfully done it in the past. Of course, the future will not be exactly like the past, so I'll be monitoring the mFOLIO Masters perfomance to hold them accountable.

I am going to recommend these four mFOLIO Masters as a "Sleep Well At Night" or SWAN team for my relatives. I'll be presenting at the money show in San Francisco on Saturday at 5:45 pm, and Sunday at 10:40 am. If you are in the same boat and would like to hear more about the SWAN team please come to my session, or click here to be notified via email when I post a new article.

I have been tracking Jack Weyland, an exceptional healthcare investor, since July 25, 2002. Over the 5 years ending June 30, 2009, Weyland has averaged 26.51% a year, while the top performing healthcare mutual fund, BlackRock Health Sciences (SHSAX), averaged just 6.93% according to Morningstar.

So far this year Weyland is up 74.89%. How does he do it, can he keep doing it, and what does he like now?

How Does He Do It?

Jack has a skill for buying companies that have disappointed Wall Street after they have been sold off. In a nutshell, he takes advantage of Wall Street’s short-sightedness.

When he is buying, it often looks like he is trying to catch a falling knife. This is a strategy many have attempted but few can accomplish. Over the years, I’ve documented him doing it successfully 5 times.

1) In 2006 Philips (PHG) bought Intermagnetics General for $1.3 billion. Intermagnetics used super-conducting materials to improve magnetic resonance imaging technology. Their products were solid, but they were not able to market them well. Philips saw the value of the products and paid a premium to acquire the company.

2) In 2007, Coley Pharmaceuticals was acquired by Pfizer (PFE). Coley was a pioneer in a new class of drugs called TLR (Toll-like receptors) Therapeutics. When they announced that their first attempt to develop a cancer drug did not work the stock lost 60% of its value, falling to $3.50. Five months later Pfizer paid $8.00 a share for the company.

3) In 2006, Abbott Labs (ABT) bought Kos Pharmaceuticals for $3.7 billion. Kos Pharmaceuticals’ main product was a drug that raises HDL – the good kind of cholesterol. Kos was another case of a good product in the hands of a second-class sales force.

4) In May of 2008, Intercell AG (VSE: ICLL) acquired Iomai Corporation for $6.60 per share. In January 2007, Wall Street questioned Iomai’s ability to find a partner for its flu vaccine patch and the stock price fell from $6.17 to less than a $1 in January 2008.

5) In January of 2009, Endo Pharmaceuticals (ENDP) bought Indevus Pharmaceuticals. In June of 2008, the FDA handed Indevus a two-year delay on their lead drug candidate, Nebido. The stock dropped 70% to $1.19 on the news. Six months later Endo Pharmaceuticals acquired the company for $3.00 in cash with an additional milestone payment of up to $4.50 per share.

Can He Keep Doing It?

It is my experience that Wall Street often reacts to bad news by shooting first and asking questions later. This is not going to change anytime soon. Combine this with the fact that there will be setbacks in the development of almost any new drug and its easy to see that there will be lots more opportunities in the future that will be much like the ones Jack Weyland has shown over 7 years he knows how to exploit.

What Does He Like Now?

Right now Weyland's biggest position is Depomed (DEPO). On July 10, 2007, Depomed announced that results from its Phase 3 clinical trial of Gabapentin GR, failed to show statistically significant efficacy relative to a placebo. The stock, which had been trading at close to $5, dropped by more than 50% to $2.20 on the news. That’s about when Weyland started buying.

What he saw was that Depomed had other products in its pipeline besides Gabapentin, and that their drug delivery technology could be of great value to other companies making Depomed a potential acquisition candidate.

Depomed has patented a unique way to control the delivery of drugs to the upper gastrointestinal (GI) tract which is the preferred site for many oral drugs. With this technology, one can make a tablet that delivers a steady dose of a drug for eight to nine hours. This gradual, extended release profile allows for more of the drug to be absorbed in the upper GI tract, and minimizes the amount that passes to the lower GI tract and is wasted, or worse causes complications.

One can see that the drug delivery technology alone might be worth a lot of money to a drug company with an oral drug that is coming off patent. By using Depomed’s technology to create a new extended release version of the drug, a potential acquirer might be able to get a new patent on the extended release version of the drug.

Depomed seems to fit the characteristics of the stocks Jack Weyland has done particularly well with. At a time when the healthcare sector is going through big changes, I sleep better at night knowing that someone with a track record like Jack Weyland's is watching over my healthcare stocks.

It takes a special kind of analyst to hunt down and piece together unrelated information to come up with good investing ideas. Randolph McDuff is one of these analysts. When he discovers the key piece of information that crystalizes an investment idea, he calls it a "eureka moment" and they have led to many of his most successful investments.

Recently, he had a eureka moment regarding Kansas City Southern (KSU). I'll let him explain his thinking in his own words.

KANSAS CITY SOUTHERN (KSU)
By: Randolph McDuff

I believe that for Kansas City Southern Railroads (KSU-NYSE, $17.50), a Eureka Moment occurred in August 2008.

In a nutshell, a series of little known and relatively unreported tax changes, imposed by the government of California in 2008, may eventually result in wholesale change to the flow of imports throughout western and central United States.

In the long term, California's actions could result in some very detrimental unintended consequences for Burlington Northern (BNI) and Union Pacific Railroads (UNP).

My prediction is that the single greatest unintended beneficiary of the change in trade flows will be Kansas City Southern. A secular windfall could accrue in the longer term, for new shareholders of KSU.

A sea change in the international shipping industry occurred in August 2008.

Little known to the general investing public, the State of California passed a series of levies and taxes. The intended victims are Asian producers and shippers of consumer goods to the United States. A series of new fees are now applied against international shippers. Port charges again these shippers have gone up by 160% in California.

State port taxes and levies now add an extra $160 per TEU, to the basic container handling charge in California.

Until recently, Asian exporters had few cost effective alternatives to getting goods into the United States. Consequently, California is earning taxation revenues that would be classified as confiscatory, and possibly illegal, by trading partners in other countries. Expressed as a percentage of the cargo values, port fees, dwell fees and taxes at California ports now exceed 5%, a global high.

Domestic shippers and outbound freight are largely exempted from the new tariffs and fees, and have remained very quiet about the tax changes. In the eyes of the legislative assemblies, this robbery appears to be a victimless crime.

To add insult to injury, the Longshoreman's union is doing to the west coast port industry, what the automotive unions did to the domestic auto business.

Average cash wages for the typical West Coast longshoreman exceeded $138,000 in 2008. This is the highest paying blue collar job in the world. Over and above the exorbitant wages, benefits are second to none. The union boasts full health care coverage without deductible, fully paid by the employer. In total, the average wage and benefits package per full time longshoreman exceeded $179,000 in 2008.

In order to pay such ridiculous sums, a total of 9000 containers per employee, per annum, must be processed. With net margins on container handling at ports average about 20% globally, it appears that the most recent longshoreman's contract will push the two ports into the red, when container volumes drop below 15 million TEU.

The failure to reign in longshoremen's wages coupled with sharply increased shipping charges; has effectively priced California out of the international container business.

Unlike ports, vessels are mobile. The great shipping conglomerates of Asia can and will change where they will ultimately unload freight, as soon as an alternative port becomes available. Most of the Asian ships heading to the US come with fully loaded containers, and leave with empty containers. They are no ties to keep the shipments flowing through the US west coast, if a viable alternative may be found.

All that shippers require is a deepwater facility with direct access to roads and rails, and California will stand to lose every bit of container freight that can't be directly consumed within the state. More than 65% of total container volumes are at long term risk of displacement.

Highly efficient, cheap and modern port competition is now being built, due south of California.

Located on the Pacific coast of Mexico, Lazaro Cardenas is well positioned to become a key competitor to west coast container ports. The facility is managed by Hong Kong based Hutchison Port Holdings. Hutchison has strong ties to both the shipping industry in general and Chinese exporters specifically. Both moral suasion as well as preferred customer discounts can be applied, should Hutchison choose to divert freight from Los Angeles to their facility.

TEU charges are estimated to be $235 US at Lazaro. This compares very favourably to the $901 per TEU total charge levied at Long Beach.

Cardenas is ideally situated to capture Asian goods destined for the US Midwest and south, such as Chicago, Kansas City and Houston.

The port is quite new, and just in the first stages of start-up. In 2005, the port handled just 150,000 TEU. Current volumes are running at 220,000 TEU per annum.

The first expansion will allow for a total of 2.2 million TEU per annum to be processed. At full capacity over 4 million TEU annually may be handled.

Asian shippers are pragmatic.

Rather than complain to deaf ears, they will simply work to bypass California completely. When Lazaro Cardenas and Punta Colonet (another proposed Mexican port) are fully operational, international shipping companies will save billions of dollars annually.

Lazaro Cardenas will benefit, as will all of Mexico. As the monopoly railroad provider to the port, so too, will Kansas City Southern Railway.

I have gently probed industry sources for several months, and have determined that the investment industry is completely apathetic to California's actions.

Not a single analyst has publicly questioned Kansas City Southern management since August 2008, regarding the change in California port charges. Also, to my knowledge, after having listened to the many conference calls held by BNI and UNP since that time, it appears that not a single buy or sell side analyst has queried the competition about the development.

Perhaps the largest potential driver of future revenue growth at KSU appears to be virtually unknown, and largely scoffed at, by those who should be highly attuned to the industry. As a long term investor, I couldn't be more excited by their collective inattention.

Randolph McDuff is a Marketocracy mFOLIO Master -- the cream of the crop at Marketocracy.com. We've tracked McDuff since 7/18/2000. Over the past 9 years he averaged 17.9% a year. During the same period, the S&P 500 lost 2.8% a year. That's why we started making his portfolio available for clients in our managed account program.

Over the last 5 year's I've been tracking Kai Petainen he has averaged 21.5% a year. The S&P 500 lost 5.3% a year during the same period. So far this year, he is up 26.1%. 

Here's why he selected Endo Pharmaceuticals.

Endo Pharmaceuticals (ENDP)
By: Kai Petainen

My recommendation:  LONG
Current Price:  $18
My target price:  $23

I like stocks that have a value, growth, momentum and a smart money story.  Those stocks I can pitch to a variety of funds and perhaps a variety of funds might purchase the stock.  I'm not the type to spin a cool story about their product, as there are plenty of blogs, analysts and others that have a tendency to pitch the product and not the stock.  I specialize in another form of analysis... where I try to find stocks that might appeal to 'investor recognition', and as such will rise as more funds, analysts and investors find the stocks appealing.

Endo Pharmaceuticals has a value story that could appeal to a value fund.  It has a trailing PE of 9, a price/book of 1.7.  Using a discount of 8%, terminal sales growth of 5%, matching EPS estimates (but 0.05 higher) than that of other analysts, and a terminal ROE of 8%, I made a DCF valuation of ENDP and received a target price of $23.  With a target price of $23, and some favorable value indicators, ENDP could appeal to some value funds.

ENDP could appeal to some growth funds.  Analysts' estimates forecast 13% sales growth this year and 6% in the next year, but growth can be analyzed in other ways as well.  Perhaps one of the largest catalysts for ENDP could occur as the company grows just a bit more, as it is teeters on the edge of small cap vs. midcap classification.  If the stock were to cross over into midcap territory then it would be picked up by more funds as it could be applied to more index funds, and it could have enough market value to meet eligibility requirements in certain funds.

ENDP could appeal to some momentum funds.  It has had some earnings momentum, as earnings increased from 0.49 to 0.67 in the past quarter (from the year before) and from 0.52 to 0.69 in the quarter before that.  ENDP has also beat analyst expectations by 0.05 or more in the past 4 quarters (with 20+ analysts covering the stock?!).  One cautionary note - as the company has beat by 0.05+ each time, one could assume that they should beat by 0.05 in the next earnings announcement.  If they do not beat the earnings by at least 0.05, then expect at least a short drop in the stock.

ENDP could appeal to some 'smart money' funds as well, as insiders have picked up some shares in the past few months at $16.  Although institutions have been selling the stock, some of those trades could be coming from small-cap funds that need to reduce their holding in ENDP as it crosses into midcap territory, and then midcap funds will pick up on it.

Lastly, I won't bother going into the specifics, but the quant-heads know who they are and what I mean, ENDP has a low F-score and a decent Piotroski score, and so ENDP could appeal to the quant funds as well.

I really haven't spoken much about the actual business of ENDP, but that is simply because I am not an expert in that manner.  I'll note that Endo Pharmaceuticals is a small-cap, Pennsylvanian based company that specializes in generic and brand name pharmaceuticals for pain relief, bladders, early puberty, prostate cancer, and hypogonadism.  They're also involved in research relating to HIV prevention, diabetic pain and treatment for acromegaly.

I like Endo Pharmaceuticals (ENDP) and I have a price target of $23.  I believe it could appeal to a variety of investors, as value, growth, momentum and 'smart money' funds/investors may find the stock appealing.

Eugene Groysman is a Marketocracy mFOLIO Master -- the creme of the crop at Marketocracy.com. I've tracked Groysman for the past 6 years, and over that time he averaged 21.8% a year. That's why we started making his portfolio available for clients in our managed account program.

General Electric - (GE)
By Eugene Groysman

One of the more underappreciated stocks in the market today is General Electric. I have heard a multitude of reasons as to why investors don't like GE today. From, "It's just not a good idea" to, "GE is going bankrupt". In my opinion, GE is a solid long-term play for a few reasons.

In the past 6 months, GE has been getting contact after contract. On April 6, GE Energy lands $200 million UAE contract with Emirates Aluminum. Then on May 13, GE said it will build a $100 million plant near Albany, NY., that will employ 350 people to make batteries for hybrid locomotives and other applications. Just recently, GE signed a $500 million contract with Kazakhstan's state-owned railway and will invest in a locomotive-assembly plant in the Asian country.  Additionally, the Joint Strike Fighter being developed by GE Aviation and Rolls Royce just had its funding restored by the House of Representatives. These are all lucrative deals, which should keep GE profitable in the years to come.

Taking a look at the technical side of the stock. Back on July 3, 2000 the stock closed at $57.81, and since had been on a downward track due to the Internet bubble bursting and pushing the broad market down. The stock bottomed out at $24.35 in October 2002. After the market began recovering, so did GE. The stock pushed through $30 and then $40, finally topping out at $41.40 in July 2007. Then this latest market down turn hit and GE's price along with pretty much every other large cap fell, and fell hard. Finally bottoming out at $6.66 in March of this year.  However, the stock has recovered, and anyone who happened to buy near the bottom has seen a nice return on his or her investment.  The stock is way off its high from 2000, but even looking back one year, the stock was at $30.39, and compared to what its price is today, about $11.75, there is still a large upside to be made.  Even if GE only splits the difference about $10, you are looking at a possible 100% return, and that by any measure would be solid.

It is true GE has cut its dividend to about $.40 per share, and yes it is off it high of about $1.40 per share, but one must understand the market economy. GE cut its dividend to preserve some capital, and I believe that once this recession starts coming to an end it will resume the higher dividends.  The yield may be at 3.4%, but why not get a company that pays you back, so even if the stock does nothing all year, you are getting some sort of return. Also, if the stock loses, the dividend provides some downside protection.

The old investing ideas are long gone, and one needs to look for something that will around for a long time. GE would be a good long-term play for people needing to generate income, because why take capital gains, and who knows what will happen with those tax rates, and use the dividends instead. The yield may be lower, but in this economy and market, if you can find a stock that has good possibility of growth, off its 52 week high, not to mention 9 year high, and has a solid dividend, with the possibility of the dividend going even higher.

He surprised me by picking US Bancorp over better known rivals Goldman Sachs, Bank of America (BAC), Citibank (C), Morgan Stanley (MS) and JP Morgan (JPM). I'm going to let him explain in his words why US Bancorp is his pick.

US Bancorp (USB)
By Eugene Groysman

When one thinks of banks, the first gut reaction would be to run for the hills. Who in their rite mind would buy stock in any banks today, right? Well you would be wrong. There are many banks that are solid players in the financial recovery we are seeing. One of them is US Bancorp, which has been solid through-out the entire banking fiasco. It's true they took TARP money, but have paid off their TARP funds' equaling about $6.6 Billion and the company has never failed to pay a dividend to stock holders. US Bancorp is considered a spend thrift type of Company, they rarely spend money other than to acquire other banks or to pay stock holders.

It is true US Bancorp took TARP monies equaling $6.6 Billion in November 2008, but on the 22nd of the same month US Bancorp was able to purchase two small regional banks in Arizona and California, Downey Financial Corp, and PFF Bank &Trust. These acquisitions helped increase market share for US Bancorp in those two states. The ability to acquire new assets during these sets of circumstances shows that the company is being run in the stock holder's best long-term interests.

The stock price its self is looking more and more attractive. The 52 week trading range for this stock is from $8.06 to $42.23. That is large trading range, nearly 500%. In my opinion the only reason why the stock even got that low was due in most part to the over-all financial debacle. The current price is right around $18, and has been pretty steady in a nice trading range in the last month peaking at about $19 and bottoming at $17. The highs and lows for this stock are getting tighter and tighter and I for see a breakout into the high twenties, and by the 1stQ of next year it could break into the mid thirties.

The during the bleakest moments of the this latest market fall and with its price falling to all time lows, US Bancorp continued to pay $1.40 per share. For a company to be able to do that means that they have spare cash laying about after all is said and done. After they took the TARP monies, they decided to slash dividends for the time being to preserve capital so they would be able to pay off TARP sooner than later. This measure proved prudent, because as of the beginning of June, US Bancorp was able to repay the $6.6 Billion they received from the Fed. With TARP repaid, it looks like US Bancorp will be the first large bank to meaningfully boost its dividend. However, it might not hit the high notes just yet, but with recovery comes a brighter out look for dividends.

This stock is poised for a solid run in the next couple of years. With sound judgments by management, stock growth and the likelihood of meaningful dividend increases, makes this stock a solid long-term play. Anytime you can pickup a solid company trading off its high by 42% heading into a recovery, with the sites set on higher dividends, it would be wise to buy.