Date updated:10-18-2008
Summary of the bullish and bearish positions mentioned in the October 18th, 2008 Barron's.

-
EMKR
Emcore Corporatio - $0.98
- -2.00%
- $0.99
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.

-
AZO
Autozone Inc - $147.42
- +1.09%
- $145.02
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.

-
MO
Altria Group Inc - $18.98
- -1.20%
- $19.16
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).

-
KR
Kroger Co - $22.86
- +0.18%
- $22.88
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).

-
SYY
Sysco Cp - $27.04
- +0.37%
- $27.01
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).

-
HNZ
Heinz H J Co - $42.23
- +0.52%
- $41.87
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).

-
SWY
Safeway Stores In - $22.62
- +0.53%
- $22.49
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).

-
TAP
Molson Coors Co C - $45.57
- -0.33%
- $45.73
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).
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