Barron's Summary 2-09-2008
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Date updated:02-09-2008

Summary of the bullish and bearish positions mentioned in the February 9th, 2008 Barron's.

symbol name last price % change open
  • +
  • ISCA
    International Spe
  • $26.63
  • -0.34%
  • $26.62

The stock, which has skidded badly since last summer, could jump about 20%, to 50, as the company leaves some problems behind and benefits from long-term TV contracts.

People owning ISCA also tend to own: AMISBDGBJCOCOFMDGKSRGNTX

TheStreet.com Rating: C What is this?

  • +
  • KOF
    Coca Cola Femsa S
  • $58.67
  • +5.03%
  • $55.83

At 38.70, or 17 times earnings, Femsa's ADRs are cheap. Some fans think the stocks could be worth about 50, while a sum-of-the-parts analysis suggests a price of 64.

People owning KOF also tend to own: AAUKABCAEGAETAHLAKHAXCA

TheStreet.com Rating: No Rating What is this?

  • +
  • SPWR
    Spwr
  • $0.00
  • N/A
  • $N/A

SunPower's stock was cut in half after the solar bubble burst. Now it could double, with earnings growing 40% to 50%.

People owning SPWR also tend to own: BTUFWLTGRMNJOETWIAAPLCY

TheStreet.com Rating: No Rating What is this?

  • +
  • ICE
    Intercntntlexchan
  • $107.47
  • -1.04%
  • $108.63

Equity analysts continue to recommend ICE despite a few warts, partly because of its lucrative over-the-counter business. Goldman Sachs analyst Daniel Harris, who notes that ICE will take a $2 million charge for shutting the ICE Futures U.S. pits, recommends using pullbacks to build positions in ICE shares. Credit Suisse's Howard Chen, meanwhile, sees ICE stock eventually returning to $185, versus $127.80 Friday.

People owning ICE also tend to own: ADPADSKAGNAIGBABHICELG

TheStreet.com Rating: B- What is this?

  • +
  • WMT
    Wal Mart Stores
  • $54.85
  • +0.31%
  • $54.76

It's hard to bet on Wal-Mart near a 52-week high. Street analysts already are largely bullish on the stock, and some investors, no doubt, are counting on those $600 rebate checks eventually piling up in Bentonville, Ark. But the stock bears watching if it should pull back further.

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: B What is this?

  • +
  • PCH
    Potlatch Cp
  • $29.51
  • -0.77%
  • $29.72

Jim Grant, editor of the influential Grant's Interest Rate Observer, recently tried to steer timber-REIT investors toward smaller rival Potlatch (PCH) instead. Among other things, Plum Creek has "much greater exposure than Potlatch to the vicissitudes of real estate development," he notes. At 56%, Plum Creek's debt-to-capital ratio also is way higher than Potlatch's 36%, a potentially heavy burden as the housing slump drags on.

People owning PCH also tend to own: AKAMAZZCLMTCNLPBRCCJSSL

TheStreet.com Rating: B- What is this?

  • +
  • PCL
    Plum Creek Tim Re
  • $34.23
  • -1.07%
  • $34.62

You can quibble about the appropriate valuation metric for judging timber REITs, but Plum Creek looks expensive by any measure. Grant calculates the adjusted enterprise value for each core timberland acre and finds Potlatch offers the better bargain. At 41, Plum Creek shares also trade at 3.8 times book value -- compared with 2.6 for Potlatch and 1.4 for forest-products companies. Shares are also perched precariously at 30 times cash flow, compared to about 17 times for Potlatch and another timberland company, Rayonier (RYN), or 32 times 2008 earnings, compared with 8.3 times for Potlatch and 13 times for specialized REITs. These numbers yell out a warning: Timber!

People owning PCL also tend to own: ATVICCJCELGCRZODSXDVNEMC

TheStreet.com Rating: B- What is this?

  • +
  • BSC
    Elements Bg Sm Cp
  • $10.29
  • -0.19%
  • $10.27

Bear Stearns and Goldman Sachs had the most profitable investment advice in the latter half of 2007, while previous leaders Morgan Keegan and Matrix USA stumbled badly.

People owning BSC also tend to own: AAPLDEERTSGROWLFCPBRARNA

TheStreet.com Rating: No Rating What is this?

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