- Energy Plays in an 'Ugly' Market
- Stock Picker: The Real Danger is Inflation!
- Financial Plays in a Volatile Market
- S&P's Stovall: My Market Bounce Outlook
- Strategist: Put Your Money to Work!
- Time to Buy This Beaten Down Stock
- Analyst: Expect Alcoa to Disappoint
- Video: Maria Bartiromo's Market Message
- Video: China Launches Short Selling
- Fund Honcho Ackman: Wachovia Bidding War Good for Banks
- Energy Plays in an 'Ugly' Market
- Mad Mail: Does the Gov't Favor Citigroup?
- Lightning Round OT: US Airways, Medco and More
- Your First Move For Wednesday October 8th
- Lightning Round: GameStop, Forward Air, Packaging Corp. and More
- Web Extra: Cash-Rich Tech
- Your Questions About... Short-Selling, RBS
- Where Are The Buying Opportunities?
- Executive Decision: Salesforce.com CEO Marc Benioff
- When Will Tech Bottom?
- Asia Markets Fall After Wall Street's Slide
- Yum Posts Higher Profit on Rising Operations in China
- Alcoa Profit Halves; Firm to Curtail Spending
- Fed View On Economy Grew Darker in September
- Text: FOMC Minutes
- The Duplicitous Sheila Bair
- Bernanke: Rate Cut Possible to Cure 'Historic' Slump
- Pros Ands Cons For A Rate Cut
- Fed's Moves Will Solve 'Bear of a Problem': Stern
Text Size 
Speciality insurance, global enterprise software, and dry bulk shipping offer some promising opportunities for investors, according to Jonathan Vyorst, senior vice president and portfolio manager of the five-star Paradigm Value Fund.
The fund is up an average of 17.78 percent per year over the last five years.
"We are in a bear market, so you have to invest cautiously, and be prepared for more downturns," Vyorst warned. "These are great picks over a long period, though."
Recommendations:
Vyorst's first pick is American Financial Group [AFG
Loading...
()
].
"It's a great business," he said. "They have specialty markets that are less competitive, and it's as cheap as any stock that you'd want to have."
He also likes software producer Sybase [SY
Loading...
()
].
"Sybase sells for 12 times free cash flow; it's a cash cow; they just did a Dutch tender offer, bought back ten percent of their shares," he explained. "Whether the market's good or bad, these guys are going to be generating a certain amount of annuity-like cash flow each year."
Also on his list is Horizon Lines [HRZ
Loading...
()
], an American shipping company.
"The key to Horizon Lines is that it's a 'Jones Act shipper.'" he said. "The Jones Act limits certain lanes in the United States to American companies...so it's an oligopoly."
Vyorst warns that Horizon is being investigated by the Department of Justice for alleged price-fixing.
Disclosures:
Disclosure information for Jonathan Vyorst was not immediately available.
Del.icio.us
Digg It
Data is a real-time snapshot *Data is delayed at least 15 minutes