Barron's Summary 5-17-2008
2269 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons2
DESCRIPTION:

Date updated:05-17-2008

Summary of the bullish and bearish positions mentioned in the May 17th, 2008 Barron's.

symbol name last price % change open
  • +
  • ABB
    Abb Ltd
  • $18.54
  • -0.59%
  • $18.76

ABB's shares aren't cheap at 32.50, or 18 times forecast earnings. Yet the company's rosy prospects could propel the stock to 40 in a year, then to 50.

People owning ABB also tend to own: ACEAMATCCSCODOWFFCX

TheStreet.com Rating: B- What is this?

  • +
  • KFT
    Kraft Foods Inc
  • $26.57
  • +0.57%
  • $26.57

Kraft's reorganization and moves abroad seem to be working. If wheat and milk prices stabilize, the picture will be still brighter. Look for total returns of 15%-plus over the next year.

People owning KFT also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B- What is this?

  • +
  • EWBC
    East West Bancorp
  • $14.83
  • +2.28%
  • $15.05

East West shares, off more than 70% in the past year, are cheap in light of the bank's earnings potential in 2009. Upside exceeds 40%.

People owning EWBC also tend to own: AAADMCCRTCVXFMDMRONWS

TheStreet.com Rating: D What is this?

  • +
  • FEED
    Agfeed Industries
  • $5.04
  • +3.92%
  • $5.00

Given its recent near-doubling and a price-earning multiple of 64, AgFeed's stock is vulnerable to any disappointments. One company consultant has a record of regulatory troubles.

People owning FEED also tend to own: ACASAHRBSDMDFRFMDGLSKCAP

TheStreet.com Rating: D What is this?

  • +
  • CCU
    Compania Cerv Uni
  • $37.91
  • -0.13%
  • $38.16

At 11 times pretax cash flow, Clear Channel's buyers are paying a big premium over the valuation of other large media companies.

People owning CCU also tend to own: FLSCHSFISVIRMAHFDCILA

TheStreet.com Rating: B+ What is this?

  • +
  • ORCL
    Oracle Corporatio
  • $22.83
  • +0.84%
  • $22.85

"I think that Larry still isn't getting any credit," says Goldman Sachs software analyst Sarah Friar. Based on a discounted-cash-flow analysis, she thinks the shares are worth 24. And some bulls, such as Evergreen Investment Management, which holds the stock, puts the value at 30. "I think we do deserve a premium multiple," which will come in due time, Ellison told Barron's in an interview at his 37-acre estate in Woodside, Calif., near Stanford University. "The market gets it right over a long period."

People owning ORCL also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B+ What is this?

  • +
  • IMB
    Imb
  • $0.00
  • N/A
  • $N/A

RBC Capital Markets analyst Jason Arnold told clients, "We are concerned that if the company is unable to raise capital at this juncture, regulators may take action against the firm if credit weakness continues to grow materially."

People owning IMB also tend to own: ARBXBGPBKSCOHCOVDIGADSX

TheStreet.com Rating: No Rating What is this?

  • +
  • AWK
    American Wtr Wrks
  • $21.80
  • 0.00%
  • $22.08

Its price/earnings multiple based on 2008 expectations is 16, versus 19.5 for an 11-company peer group, and its 3.75% dividend yield compares with a peer average of just over 2%. Blending a half-dozen valuation methods, some hedge-fund investors who own the stock figure its fair value is closer to $30.

People owning AWK also tend to own: AAPLAFLAIGCLHBCOPDAIDIS

TheStreet.com Rating: C- What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Dec. 4, 2009 According to Jim Cramer, the bears need a new line of argument. He said the doom-and-gloomers have been very quiet of late, but...

12.04.09 | 09:43 AM
Top-Yielding Monthly Dividend St...

By Fred Fuld Posted on Dec. 3, 2009 Everyone can appreciate the security offered by a regular income, whether in the form of a paycheck or retirement check -- or a divi...

12.03.09 | 16:15 PM
Cramer's Take on Headline Stocks...

Posted on Dec. 3, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is to gather as much in...

12.03.09 | 14:40 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Dec. 3, 2009 The traders of CNBC’s “Fast Money” think the path of least resistance for the stock market remains to the upside. On Tues...

12.03.09 | 12:05 PM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
Banjo's Garden Pic Thread
05.10.09 | 12:33 PM From author banjoman
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
Full Disclosure
11.09.08 | 12:30 PM From author alchemist
more forums
Q. Does anyone know of a good site,...
12.05.09 | 10:35 AM Asked by rleal

A. im not sure it exists. perhaps it does,
but it sounds more difficult than
finding Santa Claus

today 's lists
Earnings Announcements

Here is a list of some of the companies that will report earnings on Monday (Dec. 7, 2009). For some of the companies below, EPS estimates* are provided. * Analyst op... more

Dividends: Tomorrow's Ex-Divide...

Below is a list of some of the companies that have their ex-dividend date Monday, Dec. 7, 2009. What is the ex-dividend date? The ex-dividend date of a stock is the s... more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on Dec. 3, 2009. more