Five Ideas Stolen From Five Money Managers

Theft sometime pays. It sounds much nicer to call it competition research. Once a year in this column, I take a look at the holdings of a few investment managers I respect. Choosing one stock from each of their holdings, I call the result the Purloined Portfolio.

From Scott Black, the head of Delphi Management in Boston, I select Jabil, which provides contract manufacturing services to technology companies. Among its customers are Apple
AAPL
, Cisco Systems
CSCO
, Dell Technologies
DELL
and HP
HPQ
.