Connect with us

Hi, what are you looking for?

Jewish Business News

Money

2 Stock Picks from Whitney George

200282932-001

Two stocks portfolio manager Whitney George likes are Cirrus Logic (CRUS) and Kennedy-Wilson (KW).

Cirrus is in the analog and digital chip business and it has the highest quality chips in the business. Its chips are sought after by stars like Apple (AAPL), which creates 80% of CRUS’ revenue. It may seem like a disadvantage to have so much riding on one company, but if it is a great innovator like Apple which, in spite of a few lags, continues to be strong, CRUS may be a good investment. Apple has recently released its new iPhone and an iWatch and promises to be strong for the long-term. This is a positive, of course, for Cirrus.

Kennedy-Wilson is a play on the comeback in real estate. It has a history of buying up distressed properties and dramatically increasing value, as it did int he S&L crisis in the 90s, the recent housing crisis and the doldrums of real estate in Europe. The company bought up a lot of properties in California during the housing crisis, and is seeing a strong return on this investment strategy.

“I think it is a very underappreciated real estate manager, ” said Whitney George. “I think it is a company that could be discovered in the next year based on the tremendous opportunity in front of them and the results they’ve already generated.”

Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Newsletter

Advertisement

You May Also Like

World News

In the 15th Nov 2015 edition of Israel’s good news, the highlights include:   ·         A new Israeli treatment brings hope to relapsed leukemia...

Travel

After two decades without a rating system in Israel, at the end of 2012 an international tender for hotel rating was published.  Invited to place bids...

empty

The contract signed between the Israeli government and Pfizer shows clearly and unequivocally that this is a clinical study on humans - The agreement...

Business

Now Platika joins and elite club of $10 billion plus Israeli firms.

Advertisement
cialis