This fund is up 17.8% YTD and seeks growth from a bottoms-up basis. Richard Jandrian tell us why two of his core holdings should be poised for future success. The first company we discussed was Euronet Worldwide, Inc. (EEFT:Nasdaq). This company is in a sweet spot for emerging market growth. They do data processing for cell phones and ATM's. When you have a growing middle class there are two things that are in high demand; Phone calls and cash. Micros Systems, Inc. (MCRS:Nasdaq) does IT consulting for restaurants and hotels with over 50% of the sales coming from outside the US. Oh, by the way, these stocks are up 15% and 13% respectively since his recommendations.
Great performance leads to great insight. Listen IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27348
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1 comment:
Sounds like an excellent fund.
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