How Are Picks from Abby Joseph Cohen, Archie MacAllaster and Mario Gabelli Performing?

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 |  Includes: ABB, CR, DAL, DIS, GE, HIG, MFC, MIICF, PG, WFC
by: Dirk Quayle, CFA

Abby Joseph Cohen, Archie MacAllaster and Mario Gabelli provided their top picks for 2011 in the three Barron's Roundtable issues in January. All selected primarily large cap stocks, with Gabelli choosing a handful of small cap stocks. Since it has been a few weeks since the picks became public, it might be a good time for investors interested in large cap stocks to take another look at these picks. Here is a performance update for Abby, Archie and Mario after one month.

Abby Joseph Cohen's Picks

Abby's picks are up 6% since January 16th, 3% above the LikeAssets benchmark. All five of the seven picks are domestic Large Cap and two are international.
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Her best performing picks to date are General Electric (NYSE:GE) and Disney (NYSE:DIS) which are up +14%/+11% respectively and are beating the LikeAssets benchmark by +11%/+8%. The laggard, and only loser so far, is Procter & Gamble (NYSE:PG) which has a return of -2%, and is -6% compared to the benchmark.
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Archie MacAllaster's Picks

Archie's picks are up +5% since January 23rd, +1% above the LikeAssets benchmark. All six are large cap, and five of the six are financial services industry stocks.
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His best performing picks to date are Manulife (NYSE:MFC) and Hartford (NYSE:HIG), which are up +11%/+8% respectively, and are beating the LikeAssets benchmark by +7%/+4%. No losers so far on return side, but both Delta (NYSE:DAL) and Wells Fargo (NYSE:WFC), are up +2.4%, which is -1.6% below the benchmark.
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Mario Gabelli's Picks

Mario's picks are up +5% since January 6th, pretty much flat with the benchmark. Of the 11 picks large cap picks comprise approximately 2/3, with the other 1/3 small caps.
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His best performing picks to date are Crane (NYSE:CR) and Thomas & Betts (TNB) which are up +18%/+17% respectively, and are +13%/+12% above the LikeAssets benchmark. His worst performing pick is Millicom (MiCC), which is down -7.4% and is -12% below the benchmark.
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LikeAssets will continue to track returns for Abby, Archie and Mario in 2011, as well as other research sites, bloggers and financial media picks.

(You can better understand your portfolio's returns and alpha with the "LikeAssets application":seekingalpha.com/store/app/147-likeassets now available at the "Seeking Alpha app store":seekingalpha.com/store/apps-store-main.)

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.