Date updated:02-23-2008
Summary of the bullish and bearish positions mentioned in the February 23rd, 2007 Barron's.

-
ANF
Abercrombie & Fit - $24.54
- -0.16%
- $24.50
The company's stock could top $100 within a year, climbing by a third. Abercrombie's new Gilly Hicks lingerie chain looks promising, joining the hugely popular Hollister.

-
CELG
Celgene Corporati - $50.47
- -7.16%
- $54.03
Celgene's earnings-growth pace could keep rising -- to 50% -- on more drug triumphs, as could the high (some say too high) 24 multiple on its stock. But at 54 now, it may be worth 20% more.

-
ZURN.VX
Zurich Finl Svcs - $245.00
- +2.60%
- $240.00
If Zurich Financial Services stays on course to deliver strong earnings and high returns on equity, its shares, now 317 Swiss francs, could rally 25% or more.

-
MRVL
Marvell Technolog - $7.64
- +8.83%
- $7.10
Marvell shares could double in two years if it fixes its options mess, controls costs and gets a 3G-capable chip to market.

-
DIS
Walt Disney-disne - $24.31
- +3.45%
- $23.81
For the price of a Disney share, too, an investor effectively buys access to a braintrust probably unrivaled in American business. Apple's Steve Jobs, a Pixar founder, is Disney's largest shareholder, with 7% of the float. Fellow owner Warren Buffett no doubt picks up the phone for Iger. Procter & Gamble's former CEO, John Pepper, with all the consumer-product knowledge one could want, chairs Disney's board.

-
CROX
Crocs - $1.55
- +1.31%
- $1.56
We're neutral now, and think investors should cover their short positions and take a walk. The stock sells today for only nine times analysts' '08 earnings estimate of around $2.70 a share, and the shoes are still the rage among soccer moms and nurses, suggesting the stock might not drop much lower from here, at least in the near term.

-
WYE
Wyeth - $38.56
- +1.29%
- $38.23
In her estimation, Wyeth's stock price suggests that investors do not appreciate the value of these assets. At $40, Rubin contends, investors are effectively "getting the pipeline for free." Her analysis suggests that Wyeth's vaccines, biologics (biotechnology drugs) and OTC assets are worth about $35, or about 90% of the stock price. By 2012, Rubin expects biologics and vaccines to account for about 70% of Wyeth's earnings. She raised her investment rating on the stock to Overweight from Equal Weight, and upped her one-year price target to $48 from $46.
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