Spotting Stocks That Still Have Some Spunk In `Em

Investment manager Lydia Miller was high on U.S. stocks earlier in the year when many of her peers went the other way. Now she has cooled somewhat on the U.S. because she's convinced that most of the big winners have peaked. Most, she says, but not all. Miller, who is director of SBC Portfolio Management International--Swiss Bank Corp.'s investment arm--has accumulated a big position in three favorites for her global equity portfolio: Timberland, Zero Corp., and NationsBank.

To continue reading this article you must be a Bloomberg Professional Service Subscriber.