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30% Upside in This 'Stealth Bull Market': Portfolio Manager

Thursday, 14 Oct 2010 | 1:22 PM ET

I’m bullish on the markets and this is a great time for investors to get in, said Mark Mulholland, portfolio manager at Matthews 25 Fund. He shared his top holdings now.

Winning Fund Manager
Insight on the markets and investing, with Mark Mulholland, Matthew 25 Fund Portfolio Manager.

“We’re a multi-cap fund so we’re across the spectrum in a lot of different stocks,” Mulholland told CNBC.

Mulholland said he’s been bullish since the market turned in March and called the current environment a “stealth bull market.”

“People have been net sellers of stocks for 3.5 years,” he noted. “We have a long way to go when the general population starts coming back into the market...this is a great wealth-building period.”

Based on valuations, Mulholland said there’s still a 30 percent upside to stocks.

Mulholland’s Top Holdings:

Apple

Cabela’s

Polaris Industries

Goldman Sachs

Kansas City Southern

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More Market Analysis:

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CNBC Data Pages:

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CNBC Slideshows:

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Disclosures:

Mulholland owns shares of AAPL, CAB, PII, GS, KSU, EP, EWBC and KKR in his fund.

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Disclaimer

  Price   Change %Change
CAB
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GS
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KSU
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PII
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AAPL
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