Barron's Summary 10-18-2008
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Date updated:10-18-2008

Summary of the bullish and bearish positions mentioned in the October 18th, 2008 Barron's.

symbol name last price % change open
  • +
  • EMKR
    Emcore Corporatio
  • $1.08
  • +5.88%
  • $1.02

Shares of this promising solar-power concern, now around 3.90, could rebound to 10 or so if the company's solar-cell technology gains traction in the next year or two.

People owning EMKR also tend to own: AAPLACCP.OBAMAGBCSIFCSXFTGXHAYN

TheStreet.com Rating: D What is this?

  • +
  • AZO
    Autozone Inc
  • $140.32
  • +0.08%
  • $139.98

AutoZone shares retreated 30% in the pelting of consumer stocks before recovering slightly last week. At about 106, the stock fetches 9.7 times 2009 profits -- a slight premium to its peers, but for good reason. It runs a stable business insensitive to economic boom or bust, enjoys robust pricing power, and net profit margins near 10% dwarfs the 2.6% average for peers. Steady revenue keeps its free cash flow yield at about 9%. The company has a "track record of managing costs and maintaining operating margin through a challenging environment," says Rochdale Securities analyst Jason Blair. The Memphis Company also bought back $499 million worth of stock recently and Credit Suisse thinks its balance sheet can accommodate incremental leverage. The strong player also can enter new markets as real estate prices relent, and will benefit from consolidation and the flight to quality as consumers struggle.

People owning AZO also tend to own: EBAYINTCKLICADPAXPBAXCMCSA

TheStreet.com Rating: C+ What is this?

  • +
  • MO
    Altria Group Inc
  • $18.54
  • -0.70%
  • $18.58

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

  • +
  • KR
    Kroger Co
  • $23.27
  • -0.21%
  • $23.28

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning KR also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B What is this?

  • +
  • SYY
    Sysco Cp
  • $26.91
  • +0.26%
  • $26.68

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning SYY also tend to own: GPCACASALDALLBACGEHOG

TheStreet.com Rating: B What is this?

  • +
  • HNZ
    Heinz H J Co
  • $41.00
  • +0.15%
  • $40.69

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning HNZ also tend to own: DENNDRTEIASGJRCCMCDNOOFPBY

TheStreet.com Rating: B+ What is this?

  • +
  • SWY
    Safeway Stores In
  • $22.84
  • +0.71%
  • $22.48

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning SWY also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: C+ What is this?

  • +
  • TAP
    Molson Coors Co C
  • $43.85
  • -0.05%
  • $43.78

Strategas screened for staple companies with net margins above three-year average, improving net operating cash flow, and reasonable price-to-sales ratios relative to the sector's average, and came up with names including Altria (MO), Kroger (KR), Sysco (SYY), H.J. Heinz (HNZ), Safeway (SWY), and Molson Coors Brewing (TAP).

People owning TAP also tend to own: BABBYCVXDELLGEPHMTM

TheStreet.com Rating: B+ What is this?

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