The Stocks the Funds Are Buying

We all know who's on Wall Street's Wish List. What I want to know -- and I'm guessing you do, too -- is who's doing the wishing. Which funds are buying the week's top stocks in our Motley Fool CAPS investor intelligence database?

Here's our latest group of contenders:

Company

Currently
Fetching

CAPS Rating

TBS International

$31.74

****

Entree Gold

$2.89

***

JA Solar Holdings

$39.14

***

Ventana Medical Systems

$86.20

***

Alnylam Pharmaceuticals

$24.44

**

Metalink

$8.35

Not rated

Sources: Motley Fool CAPS, Yahoo! Finance.

List-topper TBS, a cargo transporter, has few fund fans. Entree Gold is no better. So we drop to the third spot, where JA Solar has an impressive following, including:

  • Legg Mason Partners Small Cap Growth I A (SASMX), whose new managers, Aram Green and Jeffrey Russell, are off to a decent start: Small Cap Growth is up two percentage points on the S&P 500 so far this year.
  • Fidelity Emerging Markets (FEMKX), a no-load fund that has returned more than 20% in each of the last four years and is on the verge of doing so again.
  • SEI Institutional Managed Small Cap Growth A (SSCGX), a long-term market beater that would probably be worth holding if you can afford the $100,000 minimum investment.
  • Brazos Small Cap Y (BJSCX), an institutional fund that demands at least $1 million from new investors and whose 47.3% return ranked tops among its peers over the past year.

Of these funds, it's Brazos Small Cap that interests me most. Here are its top five stock positions:

Company

Currently
Fetching

CAPS Rating

The Geo Group (NYSE:GEO)

$27.36

****

Hologic (NASDAQ:HOLX)

$55.99

*****

Corrections Corp. (NYSE:CXW)

$31.11

*****

Sun Health care (NASDAQ:SUNH)

$15.93

***

HMS Holdings (NASDAQ:HMSY)

$18.89

****

Sources: Morningstar, Motley Fool CAPS.

This strikes me as a high-quality portfolio. Consider medical device maker Hologic, which has been a three-bagger over the past two years. CAPS investor JonWest88 thinks it's still a buy:

Develops, manufactures and markets X-ray bone densitometers and ultrasound bone analyzers that address a growing market for osteoporosis prevention and treatment -- a key element of women's health care. The systems are used by more leading medical schools, universities and osteoporosis opinion leaders than any other bone densitometer.

And it's one of many winners for managers Michael Allocco and Jamie Cuellar. Every one of their top five holdings has produced double-digit returns during 2007.

For me, it often helps to see what superior stock pickers are buying. If that describes you, too, then consider Champion Funds. Shannon Zimmerman's picks are up 14% on their respective benchmarks as I write. Check out the entire portfolio with a free, no-risk trial.

That's all for now. See you back here next week, when we once again look at the funds behind the fantasy.

Still hungry for stock ideas? Stop by CAPS and get your fill, 100% free.

Fool contributor Tim Beyers, who is ranked 2,478 out of more than 60,000 participants in CAPS, didn't own shares in any of the companies mentioned in this article at the time of publication. Find Tim's portfolio here and his latest blog commentary here. The Motley Fool's disclosure policy has recurring fantasies about a desert island, margaritas, and a plate of burritos. Go figure.


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