Monday, October 15, 2007

Paradigm Opportunity Fund (PFOPX), Jason Ronovech

Jason is the portfolio manager of a quality mutual fund in the small cap value category, up 21% for the past twelve months. He has a sound investment strategy and had some good stock picks. Radiant Systems (RADS:NASDAQ) runs hospitality software for the retail space and has a nice short position against it; 13.5% of float (could see a nice pop if they beat on earnings). Trinity Bio (TRIB:NASDAQ) has a rapid HIV test kit and the CDC has determined that a kit of this nature should be used in urban markets. While this does not necessarily mean they will only use Trinity's test, it is a front-runner in the field. Finally, we discussed the generic drug maker KV Pharma (KV-A:NYSE). This company has firm hold on the OBGYN niche of drugs, and the potential for future drugs looks bright, according to Jason.
Good stocks for any portfolio, all up a respectable 5%. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26917

4 comments:

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PENNY STOCK INVESTMENTS said...

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