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Stock picks by the pros
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December 27, 2000: 12:49 p.m. ET
Walt Disney, i2 Technologies, Cisco, Amdocs, Nokia gain mention
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NEW YORK (CNNfn) - Market strategists reviewed stocks in the technology and entertainment sectors Wednesday, recommending companies such as Walt Disney.
As the markets gained in midday trading, recent guests on CNNfn commented on the stocks they are buying and why.
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 PETER DOYLE'S STOCK PICK:
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DIS
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"We own a lot of content companies, companies like Walt Disney (DIS: Research, Estimates)," said Peter Doyle, fund manager for the Kinetics New Paradigm Fund.
Walt Disney rose 56 cents Wednesday afternoon to $27.50 with a 52-week high of $43.87 and a 52 week low of $26.
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PHIL DOW'S STOCK PICKS:
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CSCO
NOK
ITWO
DOX
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"If you look at our portfolio that we run here with a three-year track record, basically it's equal to the S&P the last three years," said Phil Dow, stock market strategist with Dain Rauscher Wessels. "This year we`re down about 1.8, 1.9 percent versus an S&P that's significantly more than that down."
"Part of it is discipline, part of it is owning good companies," he said. "I guess the way I`d approach it with you is to say we began with Cisco (Systems) (CSCO: Research, Estimates) three years ago, our cost is 16 -- we don't like the fact that it has fallen from 82 but we think at current levels in the low 40's it's a great bargain for investors,"
"We added Nokia (NOK: Research, Estimates). We added a couple of other very aggressive technology stocks," Dow added. "i2 Technologies (ITWO: Research, Estimates) and Amdocs (DOX: Research, Estimates) to our portfolio and the sense is that right now 33 percent of our weighting is technology."
"We're overweight health care, overweight financial and energy and we think those will be the areas that deliver," he concluded. "I'm not so sure we're going to turn around on a dime and go straight up but I think over the next two to three years investors will be amply rewarded."
Cisco is trading up 75 cents to $41.50 with a 52 week high of $82 and a 52 week low of $35.15.
Nokia is trading up 81 cents to $44.44 with a 52 week high of $62.50 and a 52 week low of $27.62.
i2 Technologies is trading up $2.44 to $53.38 with a 52 week high of $111.75 and a 52 week low of $20.93.
Amdocs is trading up $3.62 to $64.06 with a 52 week high of $96 and a 52 week low of $32.43. 
-- compiled by Staff Writer Lucy Banduci
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