Article taken from: finance.yahoo.com
Here’s what some of them are thinking, as reflected in the cover story of Barron’s July 15 issue. Todd Ahlsten, lead portfolio manager of the Parnassus Core Equity fund at San Francisco’s Parnassus Investments, picks Trimble Inc., which sells hardware and software for construction, agriculture, trucking and surveying and has a $50 billion addressable market. -China trade war is contributing to lower capital spending and that a Fed interest rate cut won’t change that. The risk of another federal budget showdown also could hurt equities.
Oscar Schafer, chairman of investment advisory company Rivulet Capital LLC, is sticking with picks from earlier in the year. His picks include Vail Resorts Inc., which he says could move as high as $300 a share , and real estate companies FirstService Corp., and Redfin Corp.
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