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At least two five-star fund managers are looking past this week's market gyrations and offering investors what they think are some promising stock opportunities.
Michael Lippert of Baron Funds focuses on some Internet-related equities, while Michael Cuggino of Permanent Portfolio Funds sees biotech as a buy.
Lippert likes online diamond retailer Blue Nile [NILE
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"They're taking massive share from their competition," he told CNBC. "The online business model is just better than the offline model."
He also recommends Equinix [EQIX
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"They operate data centers that act as on-ramps of the Internet, so everything that's driving Internet growth is driving their business," he said.
Cuggino's biotech names include Amgen [AMGN
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"On Aranesp, we're hearing some news out of the FDA today," he said.
Aranesp and other anti-anemia drugs had combined sales of more than $6 billion last year.
"Genentech [DNA
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The government's approval of Avastin to treat breast cancer earlier this year came as something of a surprise. Avastin had already been approved for the treatment of lung and colon cancer.
"Biotech's an area that's a little bit more defensive, but still hasn't participated in growth over the last several years, so it should, going forward," Cuggino said.
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