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Current DateTime: 10:16:31 07 Feb 2012
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ABOUT THE CNBC STOCK BLOG

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.
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Current DateTime: 10:16:31 07 Feb 2012
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CNBC EXPLAINS


Current DateTime: 10:16:31 07 Feb 2012
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Stock Picks: MBA Ideas

Published: Tuesday, 26 Aug 2008 | 12:28 PM ET
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Cory Scott is a second-semester MBA student at the Walton College of Business at the University of Arkansas. And he's been doing his homework.

He's already wading into the tricky waters of managing investments.  There's about $350,000 in his fund, the student-managed Shollmier Fund -- and it's up an average of 7.5 percent per year over the last three years.

What's Scott's strategy?

"We're actually value investors, mixed between value and growth," he told CNBC. "We actually have a hybrid fund, so we have great flexibility; we have futures, options, and a lot of possibilities we can run with."

Recommendations:

His first pick is no surprise: Arkansas' own Walmart [WMT  Loading...      ()   ].

"Americans like to save money, and Walmart fits the bill," he said.  "We like them, we like their growth in China, and Mexico, and the things they're doing."

Energy also figures in the plan.

"We like Transocean [RIG  Loading...      ()   ]," he said.  "They're flush in cash...they're also in prime position in the industry in case Congress lifts the (ban on offshore drilling)."

His third pick combines health care and technology.

"We also like Medtronic [MDT  Loading...      ()   ], medical devices; that's the inevitable future of the actual demographic of the United States population," he said.

Scott isn't just concerned about plus signs; there are a few minuses on his mind as well.

"We do a lot of shorts," he said.  "I would actually like to short Research In Motion [RIMM  Loading...      ()   ] right now; with the cell phones and the smart phones...the market is coming to maturity."

Disclosures:

Disclosure information for Cory Scott was not immediately available.

Disclaimer

© 2012 CNBC.com


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