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Goldman Tech Picks Lists: Good on Value, Shorts, but Weak on Growth

June 25, 2008
by Eric Savitz
Blogger and Columnist, Barron's, Tech Trader Daily

Eric Savitz

Since September 2005, the Goldman Sachs tech analysts have been maintaining lists of their five favorite growth and value ideas, as well as their five least favorite stocks, aka, short ideas. Goldman refers to the lists collectively as its “Technology Investment Framework.” The lists are proving to be a fertile place for finding good value and short ideas, but not nearly as good for growth picks.

Since inception, Goldman reported in a research note this morning, the basket of five value picks is up 40.1%, compared to increases of 8.6% for the S&P 500 and 12.4% for the NASDAQ Composite. The basket of five growth picks has been a lot less successful: it’s lost 1.1% since inception. On the other hand, the basket of “least favorite” ideas have dropped a whopping 35.1% since inception; short-sellers ought to pay attention to their choices.

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