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Lehman ’10 Uncommon Values’ Picks

Posted By Barry Ritholtz On June 29, 2005 @ 1:09 pm In Investing | Comments Disabled

Lehman Brother’s is out with their annual "10 Uncommon Values [1]" portfolio.

This year’s list:

Allstate (ALL)
Applied Materials (AMAT)
Bed Bath & Beyond (BBBY)
Dell (DELL)
Dow Jones (DJ)
Freddie Mac (FRE)
Microsoft (MSFT)
Pfizer (PFE)
Phelps Dodge (PD)
Wal-Mart (WMT)

The list comes from the best bottom-up picks of Lehman’s 89 equity analysts. Lehman’s website notes: "In its 56-year history, the 10 Uncommon Values Portfolio has significantly
outperformed the S&P 500 Index."

Dow Jones that the firm says the portfolio has outperformed the S&P 500 73% of the time, and delivered a 14.3% average annual return vs the S&P’s 8.2%.

There is actually an ETF Index [2] for this: UVI

Here’s how its been doing:
click for larger chart
Leh_charteoddata [3]

Not too shabby

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2005/06/lehman-10-uncommon-values-picks/

URLs in this post:

[1] 10 Uncommon Values: http://www.lehman.com/equities/10uv/index.htm

[2] ETF Index: http://www.eoddata.com/StockQuote/INDEX/UVI.htm

[3] Image: http://bigpicture.typepad.com/.shared/image.html?/photos/uncategorized/leh_charteoddata.jpg

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