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Morgan Stanley Steals Lehman’s “Uncommon Values”

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By Barry Ritholtz - November 11th, 2009, 1:00PM

Here is an interesting item: MS is filling the void left by Lehman’s annual Uncommon Values best ideas list:

Morgan Stanley U.S. Equity Research launched its inaugural North America Best Ideas List on October 1. The list represents the group’s nine leading investment ideas. Additions and removals of stocks are published as part of regular, stock-specific reports. The complete list appears weekly in Investment Perspectives.

The biggest difference between MS and LEH is that the list is 9 rather than 10 stocks:

Baker Hughes
Bank of America
Celgene
Danaher
Hewlett-Packard
Suncor
Textron
Union Pacific
Walt Disney

Here are Fusion’s current list of equity holdings:

Arch Coal
Real Networks
Ulta Salon, Cosmetics & Fragrance
Gold Fields Limited
Focus Media Holding Limited
Liz Claiborne
LifePoint Hospitals
New York Times Company

(We owned Disney, but sold it recently).

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8 Responses to “Morgan Stanley Steals Lehman’s “Uncommon Values””

  1. thfiv Says:
    November 11th, 2009 at 1:05 pm

    What is the analysis behind LifePoint Hospitals?

  2. MRegan Says:
    November 11th, 2009 at 2:39 pm

    UPDATE 1-GM to hire 600 in Brazil to boost output

    http://www.reuters.com/article/marketsNews/idUSN1137537020091111

    “Chief Executive Fritz Henderson, who plans to visit the country this month, wants to reinvest profits from the Brazilian unit locally to fuel growth. Henderson is expected to announce new investments in Brazil during his visit.”

    Might be off interest. Also, I couldn’t help but notice Mr. Ritholtz that Gafisa (GFA) isn’t on your list. What about COSAN (CZZ)? Seems to have hit a serious double bottom (isso seria doble bunda em cristiano) @ 6.65. Nao é?

  3. How the Common Man Sees It Says:
    November 11th, 2009 at 3:20 pm

    NTY co.? I would love to hear the reasoning behind that.

  4. How the Common Man Sees It Says:
    November 11th, 2009 at 3:21 pm

    sp. NYT co. :roll:

  5. gstream Says:
    November 11th, 2009 at 6:25 pm

    Gafisa já tá valorizado pra caramba…

  6. DiggidyDan Says:
    November 11th, 2009 at 8:42 pm

    That certainly is an interesting list of holdings.

  7. MRegan Says:
    November 11th, 2009 at 9:25 pm

    pode ser mais ainda vai dar um tranco pra 40 antes de chegar ao caralho

  8. Thursday links: odd call buying Abnormal Returns Says:
    November 12th, 2009 at 7:01 am

    [...] There is a battle to take over the space once maintained by Lehman Brothers’ “uncommon values” best stock ideas list.  (Big Picture) [...]