Brian Acker, President, CEO, and Chief Investment Strategist at Acker Finley

Focus: North American Large Caps

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MARKET OUTLOOK:

I believe we are in the early stages of a secular bull market in the U.S. dollar (now three years old when I first started mentioning this on BNN). This will ignite rates of return of all U.S. assets including equities, real estate, etc. I also believe 2016 will be about the big “Macro.” Macro issues and central banks will dominate fundamentals instead of individuals’ stock fundamentals. Macro issues including interest rates, currency movements and hot money flows.

Top Picks:

General Electric (GE.N)

Last purchase $18.20, May 31/16, Upside to Model Price of 31 per cent as of Friday August 26, 2016.

Hewlett Packard Enterprises (HPE.N)

Last purchase $18.20, May 31/16, Upside to Model Price of 31 per cent as of Friday August 26/16.

Exxon Mobil (XOM.N)

Last purchase $90.08, February 11/15, Upside to Model Price of Negative (16) as of Friday August 26/16.

Past Picks:  Sept 19, 2015

Verizon (VZ.N) 

• Then: $44.57
• Now: $52.63
• Return: +18.07%
• TR: +23.59%

Microsoft (MSFT.O)

• Then: $43.48
• Now: $58.34
• Return: +34.18%
• TR: +37.87%

Gilead Sciences (GILD.O) 

• Then: $108.44
• Now: $77.97
• Return: -28.10%
• TR: -27.04%

Total Return Average: +11.47%

Fund Profile

 Acker Finley Select US Value 50 F

Performance as of: July 31, 2016

• 1 month: Fund 4.38%, Index* 4.11%
• 1 year: Fund -3.59%, Index*5.87%
• 3 year: Fund 14.96%, Index*20.33%

* Index: S&P 500

* Identify if your fund’s returns are based on reinvested dividends. Returns provided must be net of fees!

Top Holdings

1. Johnson & Johnson - 3.8%
2. Apple Computer - 3.4%
3. Verizon Communications - 3.4%
4. Pfizer Inc. - 3.2%
5. Exxon Mobil - 3.1%

Twitter: @modelpriceguy

Website: http://modelprice.wordpress.com

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