Top Stock Picks of a Big Money Mutual Fund Manager

Barron’s interviews Evan Bauman, the Managing Director of ClearBridge Advisors, about his top stock picks.  Following is some information on these companies:

  • Anadarko Petroleum (NYSE:APC): The shares have traded in a 52-week range of $38.09 to $85.50, and most recently traded at $79.07.  The company’s market capitalization is $39.34 billion, its trailing P/E ratio is 150.97, and it earned $0.52 per share over the trailing 12 months. About the company: Anadarko Petroleum Corporation is an independent oil and gas exploration and production company with international operations. In the United States, the Company operates in Texas and surrounding states, the Rocky Mountain region, Alaska, and the Gulf of Mexico. Internationally, Anadarko has exploration and/or production operations in Africa, Asia, South America, and the Caribbean. Competitors to Watch: Chevron Corporation (NYSE:CVX), Devon Energy Corporation (NYSE:DVN), BP plc (NYSE:BP), ConocoPhillips (NYSE:COP), Exxon Mobil Corporation (NYSE:XOM), Chesapeake Energy Corp. (NYSE:CHK), Newfield Exploration Co. (NYSE:NFX), EOG Resources, Inc. (NYSE:EOG), Plains Exploration & Production Co. (NYSE:PXP), and Marathon Oil Corporation (NYSE:MRO)
  • UnitedHealth Group (NYSE:UNH):  The shares have traded in a 52-week range of $28.29 to $53.27 and most recently traded at $52.98.  The company’s market capitalization is $57.39 billion, its trailing P/E ratio is 12.36, and it earned $4.29 per share over the trailing 12 months.  About the company: UnitedHealth Group Incorporated owns and manages organized health systems in the United States and internationally. The Company provides employers products and resources to plan and administer employee benefit programs. UnitedHealth also serves the health needs of older Americans, provides specialized care services, and provides health care information and research to providers and payers. Competitors to Watch: Aetna Inc. (NYSE:AET), Health Net (NYSE:HNT), Coventry Health (NYSE:CVH), Humana (NYSE:HUM), CIGNA (NYSE:CI), WellCare (NYSE:WCG), Universal American (UAM, Centene (CNC), HealthSpring (NYSE:HS) and WellPoint Inc. (NYSE:WLP).
  • Biogen Idec (NASDAQ:BIIB): The shares have traded in a 52-week range of $47.50 to $109.63 and most recently traded at $108.06.  The company’s market capitalization is $26.11 billion, its trailing P/E ratio is 24.83, and it earned $4.36 per share last year.  About the company: Biogen Idec Inc. develops, manufactures, and commercializes therapies, focusing on neurology, oncology, and immunology. The Company’s products addresses diseases such as multiple sclerosis, non-Hodgkin’s lymphoma, rheumatoid arthritis, crohn’s disease, and psoriasis.
  • Weatherford International (NYSE:WFT):  The shares have traded in a 52-week range of $12.94 to $26.25 and most recently traded at $19.08 per share.  Its market capitalization is $14.2 billion, its trailing P/E ratio is 909.05, and it earned $0.02 over the trailing 12 months.  About the company: Weatherford International Ltd. provides equipment and services used for the drilling, completion, and production of oil and natural gas wells. The Company offers drilling and intervention services, completion systems, artificial lift systems, and compression services. Weatherford conducts operations in substantially all of the oil and natural gas producing regions in the world.
  • Comcast (NASDAQ:CMCSA):  The shares have traded in a 52-week range of $16.76 to $27.16 and most recently traded at $25.87.  The company’s market capitalization is $71.59 billion, its trailing P/E ratio is 19.6, and it earned $1.32 per share over the trailing 12 months.  About the company: Comcast Corporation is a provider of video, high-speed Internet and phone services. The Company offers a variety of entertainment, information and communications services to residential and commercial customers. Comcast is headquartered in Philadelphia, Pennsylvania. Competitors to Watch: Time Warner Cable Inc. (NYSE:TWC), Cablevision Systems Corp. (NYSE:CVC), Time Warner Inc. (NYSE:TWX), The Walt Disney Company (NYSE:DIS), CBS Corporation (NYSE:CBS), Mediacom Communications Corp. (NASDAQ:MCCC), News Corporation (NASDAQ:NWSA), Liberty Global Inc. (NASDAQ:LBTYA), Charter Communications, Inc. (NASDAQ:CHTR), and Entravision Communication (NYSE:EVC)
  • Cablevision Systems (NYSE:CVC):  The shares have traded in a 52-week range of $23.61 ti $38.08 and most recently traded at $26.42 per share.  Its market capitalization is $7.6 billion, its trailing P/E ratio is 20.15, and it earned $1.31 over the past 12 months.  About the company: Cablevision Systems Corporation provides telecommunications and entertainment services. The Company has operations in multimedia delivery, subscription cable television services, championship professional sports teams, and national television program networks.
  • Amgen (NASDAQ:AMGN):  The shares have traded in a 52-week range of $50.26 to $61.53 and most recently traded at $58.08.  Its market capitalization is $54 billion, its trailing P/E ratio is 12.07, and it earned $4.81 over the previous 12 months.  About the company: Amgen Inc. discovers, develops, manufactures, and markets human therapeutics based on cellular and molecular biology. The Company focuses its research on secreted protein and small molecule therapeutics, with particular emphasis on neuroscience and cancer. Amgen concentrates on the areas of hematology, cancer, infectious disease, endocrinology, neurobiology, and inflammation. Competitors to Watch: Johnson & Johnson (NYSE:JNJ), Novartis AG (NYSE:NVS), Pfizer (NYSE:PFE), GlaxoSmithKline (NYSE:GSK), Biogen (NASDAQ:BIIB), Genzyme (NASDAQ:GENZ), Affymax (NASDAQ:AFFY), Abbott Labs (NYSE:ABT) and Sanofi-Aventis (NYSE:SNY).
  • Forest Laboratories (NYSE:FRX):  The shares have traded in a 52-week range of $26.92 to $40.52 and most recently traded at $40.30 per share.  Its market capitalization is $11.53 billion, its trailing P/E ratio is 11.23, and it earned $3.59 over the past 12 months.  About the company: Forest Laboratories, Inc. develops, manufactures, and sells both branded and generic forms of ethical products which require a physician’s prescription. The Company also manufactures non-prescription pharmaceutical products sold over-the-counter, which are used for the treatment of a wide range of illnesses. Forest’s products are marketed in the United States and eastern Europe. Competitors to Watch: Eli Lilly & Co. (NYSE:LLY), GlaxoSmithKline plc (NYSE:GSK), Merck (NYSE:MRK), Clinical Data (NASDAQ:CLDA), AstraZeneca (NYSE:AZN), Johnson & Johnson (NYSE:JNJ), Lannett Company (AMEX:LCI), Mylan (NASDAQ:MYL), Watson Pharma (NYSE:WPI), Impax (NASDAQ:IPXL), Par Pharma (NYSE:PRX), Abbott Labs (NYSE:ABT) and Pfizer Inc. (NYSE:PFE).
  • Core Laboratories (NYSE:CLB):  The shares have traded in a 52-week range of $73.15 to $115.25, and most recently traded at $115.12.  Its market capitalization is $5.25 billion, its trailing P/E ratio is 35.44, and it earned $3.25 over the past 12 months.  About the company: Core Laboratories N.V. provides reservoir description, production enhancement, and reservoir management services. The Company’s customers include major, national, and independent oil and gas producers. Core also manufactures and sells petroleum reservoir rock and fluid analysis instrumentation and other integrated systems.
  • SanDisk (NASDAQ:SNDK):  The shares have traded in a 52-week range of $33.03 to $53.61 and most recently traded at $43.79.  Its market capitalization is $10.44 billion, its trailing P/E ratio is 8.17, and it earned $5.36 per share over the previous 12 months.  About the company: SanDisk Corporation supplies flash data storage products. The Company designs, manufactures, and markets industry-standard, solid-state data, digital imaging, and audio storage products using its patented, high-density flash memory and controller technology. Competitors to Watch: STEC, Inc. (NASDAQ:STEC), OCZ Technology Group Inc. (NASDAQ:OCZ), Western Digital Corp. (NYSE:WDC), Micron Technology, Inc. (NASDAQ:MU), EMC Corporation (NYSE:EMC), Seagate Technology PLC (NASDAQ:STX), Imation Corp. (NYSE:IMN), Hutchinson Technology Inc. (NASDAQ:HTCH), Quantum Corporation (NYSE:QTM), and ADPT Corporation (ADPT).

(Note: Selected financial data are sourced from Yahoo! Finance.  All data are assumed to be accurate.)

Improve Your 2011 Financial Health: Join the winning team of stock pickers with Wall St. Cheat Sheet’s acclaimed premium newsletter >>