In a business that is still dominated by men, it is refreshing to here a woman's voice, and her fund is on fire! When I performed this interview, TPSMX was up 39% for the past 12 months. Her fund is overweight in the shipping industry and she discussed two of her core holdings; Omega Navigation (ONAV:Nasdaq) and Aegean Marine Petroleum (ANW:NYSE). These two stocks are up 6% and 18% since her recommendation. Claymont Steel (PLTE:NASDAQ) is another company that she has identified as a turnaround play. Their main product is a specialized form of steel used in bridge construction and the backlog of orders is growing. Be aware that it may take a few quarters for their capital spending to pay off and the profits to start flowing.
This was a great interview with an extremely intelligent and well-spoken woman. LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=26912
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1 comment:
Transamerica funs sound great.
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