Beyond earnings: Silas Myers says growth investing isn't allabout chasing momentum.

Despite the entire climate, portfolio manager Silas Myers is going about his company unperturbedalong with ready in order to seize castoffs unduly punished from the market. Myers can be CEOwith the Santa Monica, California-based firm Mar Vista Investment Partners, which openedits doors in November, with some $100 million inside assets under management. He's a new large-cap growth manager by simply trade along with began his profession at the new York Metropolisinvestment firm Utendahl Money Management (No. six on the BE ASSET MANAGERS record using$2.6 billion inside assets under management).

We're dedicated to discovering companies that develop shareholder valueand not only earnings pershare. An essential yardstick we use within theprocess will be measuring return on invested capital--a company'searnings minus the average expense of capital, such as labor as well asequipment.While many management teams give focus to adding large earnings along withrevenuenumbers, growth regarding its very own sake has its own drawbacks. We saw whichproperty for sale in orange country around2000, when tech as well as telecom companies spentmoney just to boostearnings.

How concerning the top quality of the company's operations?

Are there any tech holdings which currently suit your criteria?

Maxim Integrated products (MXIM) is actually a tech holding that we think offers very excellentupside. looking for your greatest cost when you are putting your property about the market. TheParticular just correct place to possess your house listed is using a realtor who understands that youdo not wish to waste your current time and understand that pricing your home higher thanmarketplace value will only always be employed by some other realtors in order to offer comparablehomes regarding less! Your company's shares [trading in $26,] were hit by problems stemming fromthe Securities & Exchange Commission case brought against prior management more than theactual backdating of options. Maxim continues to be operating to end up being able to obvious inwhich up also to settle the matter as soon as as well as for all, and also shares must get a boost viaputting the matter. real estate agents are a dime a dozen in orange county and los angeles county.The most they will do is take your home hostage with a listing contract of 6 months and wait andwait and wait till finally someone will come with an insulting offer which they make you try toaccept. Don't do it! Have a realtor work for you with experience and passion to sell your home forthe best market price! for you to bed. The Particular company helps make analog along with digitalcircuits regarding a variety of products like cellular telephone, automobiles, and audio devices.Downside for that stock is approximately $20 a share, while we think your shares provide an upsideregarding $37.

Myers' Picks 52-week Price Budget Range 2009 2009 Company (Ticker) (*) low Higher Est. EPSP/E Ratio FedEx Corp. (FDX) $97.97 $91 $121 $7.44 13.2 Legg Mason (LM) $75.07 $68 $110$5.78 13.0 Maxim Integrated $25.65 $22 $35 $1.63 15.7 Products (OTC: MXIM) Company(Ticker) Comment FedEx Corp. (FDX) Enterprise inside booming markets for example China andIndia should cushion any kind of slowdown from home. Legg Mason (LM) The Actual firm's sharesare chronically undervalued despite your fact that bear markets are a boost for you to assetmanagers. Maxim Integrated Caught up in the backdating scandal, this Products speculative techplay offers solid upside (OTC: MXIM) potential. DATA AS OF 12/12/07 SOURCE: YAHOO

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