上周之前，凯斯•戈达德的资本顾问成长基金（Capital Advisors Growth Fund）的现金流约占总额的12%。到本周二的时候，他已经用掉了一半的现金。周一，他以145美元/股购买了黑石基金（BlackRock）的股票，之前该股股价为160美元。医药生产商Abbott Labs公司的股价下跌4%后，他增持了该公司的股票。昨天，他又购买了福特（Ford）的股票，他认为该股股价应为20美元。
Name: Keith Goddard
Title: Co-manager, Capital Advisors Growth Fund
Keith Goddard's Capital Advisors Growth Fund was about 12% in cash before last week. By Tuesday he had used up half of it. On Monday, he bought shares of BlackRock as it fell from $160 to $145. He increased the fund's stake in pharmaceutical maker Abbott Labs, whose shares fell 4%. And yesterday Goddard was putting in trades to purchase Ford stock, which he thinks is worth $20.
Goddard manages about $920 million in the fund as well as separate accounts out of his Tulsa, OK, office, and he's now focused on global companies with strong balance sheets and growing dividends that were clobbered in the past week. "These kinds of stocks should hold up better than average no matter what happens," he says.