Four Gurus And A Lofty Market

What stocks would you choose if you had $100,000 to invest this New Year? That's the question BUSINESS WEEK asks four top investors each December. These brave souls are required to produce a list of 10 stocks for the coming 12 months.

This year's stock-pickers have an especially difficult act to follow. The market of '95 was just about perfect for value investor Douglas Johnson, now a portfolio manager with Greenwich Street Advisors, a division of Smith Barney Inc. Johnson's bottoms-up stock-picking style reaped him a 65% overall gain through Dec. 1. His portfolio benefited most from a 255% jump in the stock of Data Broadcasting Corp., a manufacturer of portable stock-quote machines. Data Broadcasting witnessed Internet-crazy gains after the company was named a data provider for Microsoft Corp.'s World Wide Web site.