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Last Post: 12/14/2021 5:20:05 PM - Followers: 13 - Board type: Free - Posts Today: 0

Barron's(9/19) Barron's Online: 17 Sep 00:06 (From BARRON'S) By John Kimelman In an August 2004 interview with Barron's Online Bill Fries was asked about the economic wild card that scared him the most. His answer: "the potential impact of runaway oil prices." Since then, crude has risen more than 40%. But luckily for shareholders in his Thornburg International Value Fund (ticker: TGVAX), Fries has kept a big weighting in energy stocks. Since launching the fund in 1998, Fries has beaten the average large-cap foreign stock fund every calendar year,according to Morningstar, which named him International Stock Fund manager of the year in 2003. This year, through Thursday, the fund was up 10%, versus 7.35% for its bogey, the Morgan Stanley Europe AustralAsia Far East Index. Recently, we talked with Fries, who also runs the domestic Thornburg Value Fund (TVAFX), about his investments abroad. Barron's Online: BP (BP) is the biggest position in your International Value Fund. [See table.] Why BP, as opposed to another large integrated energy company? Fries: They have a very well-diversified portfolio of production properties. They acquired Amoco and Arco in the U.S. Those were two stocks that I knew pretty well, having been an energy analyst years ago. Arco has very good West Coast refining and Amoco has some of the largest natural-gas reserves among the major integrated oil companies in the U.S. So, it is a combination of [having] good properties on the production side and recognizing the opportunities and the essential dependency on places like Russia, doing joint ventures there, which, of course does have some risk. BP is up 26% in the past year. Is it still a good value? I think it is, in part because of the incremental profit level. You still have the opportunity for increasing production and increasing reserves, and I don't think they've changed dramatically. But one thing that has changed dramatically is the higher price of oil, giving the company much more cash flow to reinvest. And that is going to give BP a better opportunity to increase oil reserves over time. Of your top four holdings, two are in energy and two are in health care. What does that tell us? Those are two areas that are core to any society today. The demand for energy, whether it be for transportation or power generation, has increased as standards of living improve. There is not going to be less demand. If you look at a place like China, it's clear that the dream of owning your own car seems to prevail in emerging markets just as it does here. So, I think the pricing will be pretty firm. As for health care, the technology is improving to both find cures for illnesses and help people cope with conditions that come from our modern society -- like diabetes. Probably 15% of our gross domestic product now is related to health care. Speaking of health care, why do you like drug maker Sanofi-Aventis (SNY) so much? Well, there [aren't] too many companies that are as broadly based [as] they are. This company is the product of three companies that were put together, so there is still plenty of room here for cost savings. They have at least one product coming that could be pretty substantial. It's called Acomplia and it's designed for weight loss. This drug is not a sure thing, because it hasn't yet been through Phase III trials. But they are finding that people who have been taking this drug [not only] end up losing weight, but also [get some] beneficial effects on conditions like diabetes and high blood pressure. When could this drug be commercially available? Maybe within the next two years -- there is still more testing to be done. Still, investors are paying a normal price for a company with a potential blockbuster drug that could really move the stock price needle should it [get] approved [by the FDA]. Acomplia could be a multibillion-dollar-a-year product.
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News News Alert: FDA Approves Dupixent® (dupilumab) as First Treatment for Adults and Children Aged 12 and Older with Eosinophilic Esophagitis 05/20/2022 11:15:00 AM
#115   Took a position here...looking to hold awhile... ~Gordo~ 01/14/21 05:00:59 PM
#114   $SNY Why AstraZeneca's and Sanofi's Bad News Could BottomBounce 12/16/20 10:05:18 AM
#113   JUST IN: $SNY Is Novavax Stock a Buy? whytestocks 09/13/20 07:00:30 AM
#112   Here's Why Investors Should Follow Sanofi $SNY and BottomBounce 05/18/20 01:19:39 PM
#111   Moncef Slaoui, a former GlaxoSmithKline   executive, will Glider549 05/14/20 08:16:03 AM
#110   Nice find. chrispy2468 04/27/20 06:01:47 PM
#109   Innovation Pharmaceuticals Informed Next Phase of Brilacidin Coronavirus tw0122 04/27/20 10:12:08 AM
#108   Sanofi warns Europe on Covid-19 vaccine john1311 04/26/20 11:29:44 PM
#107   Small Trial Suggests Antimalarial Drugs Not Effective For tw0122 04/07/20 03:11:58 PM
#106   https://www.thedailybeast.com/trump-reportedly-has-financial-interest-in-hydroxy tw0122 04/07/20 01:33:56 PM
#105   Malaria drug fails at hospital https://www.bloomberg.com/news/articles/2020-04-0 tw0122 04/07/20 01:31:03 PM
#104   Yup. This is a trade for a flip QaB2i 04/07/20 08:50:48 AM
#103   Bought in here today... john1311 04/06/20 12:17:41 PM
#102   https://www.barrons.com/articles/coronavirus-covid-19-vaccine-program-5158534116 Glider549 03/29/20 08:25:27 PM
#101   I think unfortunately because this is a Pharma buysell101 03/25/20 09:21:26 PM
#100   I’m confused, I would of thought this would BOS 03/23/20 07:41:49 PM
#99   is too late to join SNY SINCE VACCINE Pt3 03/21/20 11:19:07 PM
#98   pill instead of vaccine giveit2me 03/19/20 12:13:44 PM
#97   i love SNY giveit2me 03/19/20 12:11:15 PM
#96   hydroxychloroquine, market is slow, im fast giveit2me 03/19/20 12:06:39 PM
#95   FDA about to speak...bought some here just in buysell101 03/19/20 11:13:11 AM
#94   Goldman Sachs rate Sanofi a buy. Working on several ezyE 03/11/20 11:17:33 AM
#93   News: $SNY Sanofi Is Paying a 172% Premium whytestocks 12/10/19 06:19:09 PM
#92   News: $SNY Here's Why Dermira Stock Popped Today whytestocks 12/10/19 03:45:54 PM
#91   Time for puts - Zantac getting pulled from shelves. stratford1 10/01/19 12:10:39 PM
#90   News: $SNY 2 Biotech Stocks I Wouldn't Touch whytestocks 09/21/19 01:50:26 PM
#89   BioNTech Teams up With Sanofi to Target Solid Trend-Setter 01/04/19 01:08:11 PM
#88   Keep an eye on this sleeper with so Trend-Setter 11/29/18 12:16:38 PM
#87   Consortium partner tweeted: Trend-Setter 08/10/18 03:50:46 PM
#86   Under-the-Radar R&D Biotech microcap with so much potential! Trend-Setter 06/15/18 10:26:51 AM
#85   April 16th 2018 - The Best Stock Trend-Setter 04/14/18 10:37:36 AM
#84   Sanofi strikes again! 2nd acquisition deal this month. Trend-Setter 01/29/18 12:57:41 PM
#83   Microcap Mymetics Corp. (OTCQB:MYMX ) .03 on watch! Trend-Setter 01/29/18 12:38:52 PM
#82   https://www.wsj.com/articles/sanofi-nears-deal-to-buy-hemophilia-drugmaker-biove zerowinner 01/21/18 09:24:10 PM
#81   A bump on the road but still going! Trend-Setter 01/03/18 04:27:02 PM
#80   https://seekingalpha.com/article/4124256-sanofi-wants-make-major-footprint-multi Inoviorulez 11/13/17 12:31:51 PM
#79   SANOFI-MYMETICS collaboration result anytime now? Come on Mymetics Trend-Setter 11/02/17 01:58:46 PM
#78   https://seekingalpha.com/article/4109199-alnylam-sanofi-achieve-rnai-first Inoviorulez 09/25/17 11:29:56 AM
#77   SANOFI-MYMETICS Trend-Setter 07/24/17 09:19:45 AM
#76   https://seekingalpha.com/article/4086761-alnylam-sanofi-produce-monster-alternat Inoviorulez 07/10/17 04:56:19 PM
#75   Picked up a starter. Going long. $SNY XtraFunds 05/26/17 09:09:47 PM
#74   Sanofi working on intra-nasal Fluzone to compete with Trend-Setter 03/03/17 12:18:53 AM
#73   "In 2017 and beyond we will continue to Trend-Setter 03/02/17 08:33:00 PM
#72   "In 2017 and beyond we will continue to Trend-Setter 02/08/17 12:15:18 PM
#71   SNY & Tiny $GOVX @ .06, $3.2M market remind2 02/02/17 01:05:25 PM
#70   Sanofi and Mymetics Corp. (otcbb:MYMX) partners for virosome Trend-Setter 12/14/16 09:33:03 AM
#69   Sanofi Adds Costa Rica To Dengvaxia Approval List venturecapp 06/24/16 01:58:31 PM
#68   Sanofi Announces Positive Phase 3 Results for Investigational T695 06/12/16 08:12:07 PM
#67   FDA Accepts Sanofi New Drug Application for Once-Daily Penny Machine 02/22/16 08:41:48 AM
#66   SNY 10 MINUTES TREND1 11/12/15 09:53:11 PM
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