GERN-
Rational Investor
In the fourth spot on Hulbert's annual scorecard was Jamie Dlugosch's The Rational Investor, a growth and value letter launched just two years ago. Jamie chose a speculative play on stem cell research for his top pick. Says Jamie, "Notwithstanding the re-election of George W. Bush, stem cell research continues to power forward. My stock of the year, Geron (GERN: news, chart, profile), with 240 stem cell patents, is uniquely positioned to benefit from developments in this exciting area of medical research. Widespread coverage of the stem-cell debate negated nearly 50 percent of GERN's market cap in 2004 and offers investors a chance to scoop up shares at a discount. Earnings are negative, but are expected to show marked improvement in 2005. GERN has tremendous potential."
