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CNBC Stock Blog
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Gabe Hilmoe is getting an early start on the stock market. He's portfolio manager of the Henry Fund at the University of Iowa, and he's got some strong ideas about equity investments.
The Henry Fund, like many student-run investment vehicles, operates with real money, and the 12 MBA students who run it currently handle about $1.5 million. Hilmoe specializes in the health-care side of the portfolio.
Recommendations:
"Right now, we still like Genentech [DNA
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]," he told CNBC. "We still see more upside, with another Roche bid coming in."
It's not just biotech that he likes; in the medical device field, he's enthusiastic about Stryker [SYK
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].
"It's definitely a growth story," he said. "We see a huge upside in terms of a demographic trend: A lot more people are getting orthopedic surgery, and it's becoming more popular with a younger population as well."
Hilmoe has a pick outside health care as well: Sherwin Williams [SHW
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], a seemingly contrarian play because its best-known product, paint, is so closely tied to housing.
"The idea is that less than 10 percent of their revenues are tied to new residential construction," he explained. "We see a lot of opportunity in emerging markets and...it has room to grow."
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Disclosures:
Disclosure information for Gabe Hilmoe was not immediately available.
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