- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
- Expect Tech Sector to Rise in Q4: Strategist
- Expect a 5-10% Market Pullback: Stock Picker
- 3 Stock Picks for This Volatile Environment: Portfolio Manager
- 3 Financial Stocks May Lead Final Rally: Market Researcher
- Gold's 'Money' Value is $4,000 to $11,000: Market Strategist
- Commercial Real Estate Bottom Near: Market Pro
- How Stock Investors Can Play Holiday Travel
- Time Lapse World Series Is A Great Play
- Hirschhorn: Greed...or Fear
- My Top 10 Tech Toys for the Holidays
- iPhone a Better Gaming Platform Than Android?
- May Day For Dendreon
- 100% Mortgage Financing From USDA
- Holiday Tipping: Who And How Much
- Deep Discounts Should Make It a Very Tech-y Holiday
- The Richest Members of the US Congress
- New Consensus Sees Stimulus Package as Worthy Step
- Wall Street Jobs Slow to Return Despite Record Profits
- Thanksgiving Week Stuffed With Economic News
- Black Friday Deals May Not Signal Retail Comeback
- Investors to Goldman: Be Less Greedy
- UPS Sets New Rates For 2010
- Victoria's Secret Hopes to Rekindle Desire for Lingerie
- 'New Moon' Takes Record $72.7M Box Office Bite
RSS FEED
CNBC Stock Blog
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
Loading...
()
]," 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
Loading...
()
].
"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
Loading...
()
], 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."
________________________
NEW!
________________________
Disclosures:
Disclosure information for Gabe Hilmoe was not immediately available.









