Lehman '10 Uncommon Values' Picks

Wednesday, June 29, 2005 | 01:09 PM

Lehman Brother's is out with their annual "10 Uncommon Values" portfolio.

This year's list:

Allstate (ALL)
Applied Materials (AMAT)
Bed Bath & Beyond (BBBY)
Dell (DELL)
Dow Jones (DJ)
Freddie Mac (FRE)
Microsoft (MSFT)
Pfizer (PFE)
Phelps Dodge (PD)
Wal-Mart (WMT)

The list comes from the best bottom-up picks of Lehman's 89 equity analysts. Lehman's website notes: "In its 56-year history, the 10 Uncommon Values Portfolio has significantly outperformed the S&P 500 Index."

Dow Jones that the firm says the portfolio has outperformed the S&P 500 73% of the time, and delivered a 14.3% average annual return vs the S&P's 8.2%.

There is actually an ETF Index for this: UVI

Here's how its been doing:
click for larger chart
Leh_charteoddata

Not too shabby

Wednesday, June 29, 2005 | 01:09 PM | Permalink | Comments (3) | TrackBack (0)
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Comments

Hi Barry, thanks for the great blog, and the apprentice investor series. To the best of my ability, I don't believe there's actually an ETF for Lehman's 10 Uncommon Values Picks. ^UVI is an Index, from what I see:

http://bigcharts.marketwatch.com/markets/index-search.asp?words=LEHMAN+BROTHERS+10+UNCOMMON&repeat=1&x=22&y=11

Have a good one.

Posted by: Anon | Jun 29, 2005 3:48:49 PM

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