Barron's Summary 4-26-2008
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Date updated:04-26-2008

Summary of the bullish and bearish positions mentioned in the April 26th, 2008 Barron's.

symbol name last price % change open
  • +
  • JOE
    St Joe Co (the)
  • $25.60
  • +2.81%
  • $25.30

St. Joe's share price, which has been halved since 2005, could rise 25% over the next 12 months, as the Florida real-estate market moves toward an eventual recovery.

People owning JOE also tend to own: BTUFWLTGRMNSPWRTWIAAPLDVN

TheStreet.com Rating: D What is this?

  • +
  • COV
    Covidien Ltd
  • $37.25
  • +1.42%
  • $36.98

Covidien shares look cheap and could gain as much as 15% as the company adjusts to life as an independent entity. One bull says a doubling of earnings is possible over five years.

People owning COV also tend to own: AESAKSAMRAMTDAMZNCECOCLF

TheStreet.com Rating: D+ What is this?

  • +
  • ABG
    Asbury Automotive
  • $4.91
  • +9.35%
  • $4.48

Asbury rallied 8% last week, to $15.25, as the company confirmed '08 earnings guidance. The next stop could be 20, as the economy hits the gas.

People owning ABG also tend to own: AAPLCBGPSIDCCJNJKCIUNTD

TheStreet.com Rating: D+ What is this?

  • +
  • PBRA
    Petroleo Bras Pet
  • $23.25
  • +4.54%
  • $23.05

For investors bullish on Petrobras, the A shares look more attractive. For traders who like relative-value plays, buying the A shares and shorting the PBRs is a bet on a reversion to a more typical spread.

People owning PBRA also tend to own: AAPLAMXCELGCTSHDSXEMCFCX

TheStreet.com Rating: No Rating What is this?

  • +
  • PBR
    Petroleo Brasilei
  • $28.19
  • +4.64%
  • $27.93

For investors bullish on Petrobras, the A shares look more attractive. For traders who like relative-value plays, buying the A shares and shorting the PBRs is a bet on a reversion to a more typical spread.

People owning PBR also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: C+ What is this?

  • +
  • GFIG
    Gfi Group Inc.
  • $4.74
  • +13.40%
  • $4.24

Analysts have been cutting their estimates. After a bounce late last week, the stock was trading near 12. That's about 11.8 times projected 2008 earnings, compared with 13.6 times for rival BGC Partners (BGCP) and 12.2 times for the sector. Deutsche Bank analyst Rob Rutschow says GFI was able to retain key personnel and noted how CDS trading continues to grow among financial firms, as does GFI's non-CDS revenue. His price target on the stock: 22.

People owning GFIG also tend to own: AAPLACHADMBABGBNICAT

TheStreet.com Rating: C What is this?

  • +
  • CNX
    Cons Energy Inc
  • $36.59
  • +4.93%
  • $35.84

"Energy stocks that have gone up the most during the current oil rally will probably get hit the hardest," Bespoke analysts note. With gains of between 120% and 158% since January 2007, stocks like Consol Energy (CNX), National Oilwell Varco (NOV), Range Resources (RRC) and Hess (HES) have milked the most from this oil gush, and might have the most to lose when oil subsides.

People owning CNX also tend to own: AAVABXAADGAMATAQRBGRBXL

TheStreet.com Rating: C What is this?

  • +
  • NOV
    Natl Oilwell Varc
  • $30.40
  • +7.04%
  • $29.28

"Energy stocks that have gone up the most during the current oil rally will probably get hit the hardest," Bespoke analysts note. With gains of between 120% and 158% since January 2007, stocks like Consol Energy (CNX), National Oilwell Varco (NOV), Range Resources (RRC) and Hess (HES) have milked the most from this oil gush, and might have the most to lose when oil subsides.

People owning NOV also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: C What is this?

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