Barron's Summary 3-15-2008
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Date updated:03-15-2008

From Barron's 3-08-2008

Summary of the bullish and bearish positions mentioned in the March 8th, 2008 Barron's.

symbol name last price % change open
  • +
  • NFP
    National Finl Ptn
  • $8.71
  • +1.28%
  • $8.53

Even after losing more than half their value, NFP shares still look vulnerable. Using GAAP figures substantially trims the company's pro-forma earnings figures.

People owning NFP also tend to own: ACIACLIBABACBIDCCLF

TheStreet.com Rating: D- What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $63.97
  • +0.88%
  • $63.36

McDonald's is much stronger than it was in 2003, but its stock price already reflects that. It's likely to trade in tandem with the broad market until recession fears recede and there's more visibility on the java front. Not a particularly tasty prospect.

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A What is this?

  • +
  • GIII
    G-iii Apparel Gro
  • $17.97
  • +0.67%
  • $18.06

Barring a deep economic recession, shares of Perry Ellis and G-III are likely to rally this year, thanks to superior management, stronger finances and a healthy outlook for their brands.

People owning GIII also tend to own: ACAPAIRMAZZBPHXBTJCALMDLLR

TheStreet.com Rating: C What is this?

  • +
  • PERY
    Perry Ellis Inter
  • $14.07
  • +0.50%
  • $14.23

Barring a deep economic recession, shares of Perry Ellis and G-III are likely to rally this year, thanks to superior management, stronger finances and a healthy outlook for their brands.

People owning PERY also tend to own: BACHICCOBRICTGIDCCOMMOTEX

TheStreet.com Rating: D+ What is this?

  • +
  • JCG
    J Crew Group Inc.
  • $40.55
  • -1.36%
  • $40.84

he rich price tag helps explain J. Crew's big short interest, which means shares can run up further on short covering. Sure, it is a well-run brand with strong growth. Investors also happily cough up a premium for the stewardship of CEO Mickey Drexler, who ran Gap (GPS) back when Gap was still interesting. But these are factored into the stock, with less heed paid to the unfolding consumer crunch that has already humbled retailers from Coach (COH) to Tiffany (TIF).

People owning JCG also tend to own: KLVLTMTUNWSPFESBUXSGP

TheStreet.com Rating: C+ What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $28.56
  • -0.24%
  • $28.30

Opinions differ on which stock is most attractive. As of Friday, Al Frank's Buy list included UnitedHealth and Humana.

People owning UNH also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C+ What is this?

  • +
  • HUM
    Humana Inc
  • $40.44
  • -0.96%
  • $40.86

Opinions differ on which stock is most attractive. As of Friday, Al Frank's Buy list included UnitedHealth and Humana.

People owning HUM also tend to own: AAPLACIAMZNBNICBICMGCNI

TheStreet.com Rating: C+ What is this?

  • +
  • CI
    Cigna Cp
  • $30.03
  • +0.64%
  • $29.47

And while Goldman's Borsch had downgraded both WellPoint and the sector, he says the week's events had strengthened his conviction in Cigna, which has the least exposure to the price-sensitive and historically cyclical fully-insured commercial business.

People owning CI also tend to own: AIGEGYSIRICHKDVNFCXGS

TheStreet.com Rating: C+ What is this?

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