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Thursday, March 02, 2006

Tracking Danoff and His $65 Billion

I have read and heard many positive things about Fidelity Contrafund Manager Will Danoff. He is known for picking growth stocks in their early stages. Danoff is one of the best stockpickers of all-time, especially considering he has to manage $65 billion.

Here are some new positions for the Fidelity Contrafund (FCNTX) as of 12/31/05. This is not a complete list. Danoff generally does not buy all at once, so I would expect him to keep buying these names.

BioMarin (BMRN)
Cerner (CERN)
Exelixis Inc. (EXEL)
ICOS Corp. (ICOS)
JDSU (JDSU)
Medarex (MEDX)
Viasys Healthcare (VAS)

UPDATE: 3/3/05: Here are a few more.
NutriSystem (NTRI) 279,000 Shares
Coca Cola (KO) 2,271,800 Shares
Hansen Natural (HANS) 80,104 Shares
Bank of America (BAC) 4,026,200 Shares
Shinhan Financial (SHG) 603,290 Shares
Gol Linhas (GOL) 1,501,800 Shares
Nuveen Investments (JNC) 128,900 Shares

Note: As always, invest at your own risk. I am long Cerner (CERN) & Coke (KO). This information may be out of date or inaccurate; please do your own homework.

1 Comments:

Blogger Big Ben said...

jmcnich,

I am going to stay long Bema (BGO) until gold breaks its "up-trend." Remember that "the trend is your friend." The stock could double, but who knows?

3/03/2006 11:46 AM  

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