Jones Villalta Opportunity Fund Likes Financials, Tech Stocks [Video]

Tom Villalta, co-manager of the Jones Villalta Opportunity Fund (JVOFX), sees deep value opportunities in the financial sector, and blue-chip tech. "We're looking for areas where there is an inordinate amount of pessimism," Villalta says. "We don't think there's any area that's been as disparaged as financials."

That pessimism has driven shares down to unreasonably cheap levels, he says. Top financial sector holdings as of the end of the third quarter included Goldman Sachs (GS) Citigroup (C), Wells Fargo (WFC) and J.P. Morgan Chase (JPM). Large-cap tech stocks, among other positives, are looking forward to pent-up demand on the part of enterprise customers and offer U.S. investors exposure to emerging markets.

More compelling is that a lot of staid names, such as IBM (IBM), Intel (INTC), Microsoft (MSFT) and EMC (EMC), among others, are going to return a lot of cash flow to shareholders in the coming years, Villalta says. "Gone are the days when Microsoft didn't pay a dividend."

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December 17 2010 at 7:47 AM Report abuse rate up rate down Reply
Robert & Lisa

Here he go again. The Jimmy Carter years are coming back only 10 times worse. Get your history books out kids, you might learn how to survive the next 5 years.

December 11 2010 at 5:33 PM Report abuse +1 rate up rate down Reply
Robert & Lisa

What's going to happen when we have 10% plus interest rates in a few years?

December 11 2010 at 5:32 PM Report abuse +2 rate up rate down Reply
Robert & Lisa

Buffet and Soros are saying stocks... but they are buying gold and silver. Why?

December 11 2010 at 5:30 PM Report abuse +1 rate up rate down Reply
bfpowersjr

An interesting interview with Mr. Villalta. Am I being too SIMPLISTIC to say that (generally) investors are almost forced to purchase stocks for either their appreciation, or their dividends? It would seem to me that ((since people who desire to earn "interest" on their savings are almost being coerced into the stock market now)) the very conservative investor/institution might believe he/she/they would desire higher dividends over appreciation. I wonder if some founders of high profile companies have not worried about themselves more than the stock holders(?).

December 11 2010 at 2:22 PM Report abuse +1 rate up rate down Reply
1 reply to bfpowersjr's comment
Robert & Lisa

Or maybe precious metals?

December 11 2010 at 5:34 PM Report abuse rate up rate down Reply