Barron's Summary 6-21-2008
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Date updated:06-21-2008

Summary of the bullish and bearish positions mentioned in the June 21st, 2008 Barron's.

symbol name last price % change open
  • +
  • BUD
    Anheuser Busch Co
  • $68.58
  • 0.00%
  • $68.90

InBev may have to pay as much as $70 a share for Anheuser-Busch. SABMiller could make a run at Femsa, worth about $80.

People owning BUD also tend to own: BHPETGIXBMYKOBPLVLTMIC

TheStreet.com Rating: C What is this?

  • +
  • FMX
    Fomento Economico
  • $31.80
  • +0.25%
  • $32.41

London-based SABMiller (SAB.UK) could be a winner if a distracted Anheuser allows MillerCoors, a joint venture of Miller and Molson Coors (TAP), to make inroads in the U.S. Fomento Economico Mexicano (FMX) could be the next merger target and fetch as much as 80 a share, almost double its current price of 42 per American depositary receipt.

People owning FMX also tend to own: CEECFNLCNVB.OBFRTMDUNTIOF.PKPEI

TheStreet.com Rating: No Rating What is this?

  • +
  • RCNI
    Rcn Corp.
  • $5.49
  • -8.50%
  • $6.07

RCN's stock, which is now trading at less than half its May 2007 high, could rise more than 50% over the next year, and perhaps double in a takeover scenerio.

People owning RCNI also tend to own: AWIBRCDBTCCBSTCNODOXGFN

TheStreet.com Rating: D+ What is this?

  • +
  • ONXX
    Onyx Pharmaceutic
  • $36.50
  • +5.86%
  • $34.85

With sales of Nexavar expected to hit $1 billion next year, one health-care investor looks for earnings of $1.93 a share, pegging the stock as worth $65-$70 a share.

People owning ONXX also tend to own: AAADMCCRTCVXEWBCFMDMRO

TheStreet.com Rating: D What is this?

  • +
  • 2498.TW
    Htc Corporation T
  • $347.00
  • +2.06%
  • $346.00

High Tech Computer's (2498.TW) valuation is a fraction of Apple's, but its 3G phone is at least as good as the iPhone. One bullish estimate puts HTC's stock upside above 70% in the next year.

People owning 2498.TW also tend to own: ABKARBABUDCCAMCCFMX

TheStreet.com Rating: No Rating What is this?

  • +
  • SWN
    Southwestern Ener
  • $33.74
  • +2.65%
  • $34.35

The folks at Strategas Research Partners cite another contrarian sign: Since 2000, companies that have been added to the S&P 500 have lost 6.6% on average over the next 12 months, while those removed have gained an average of 21.7%. So what companies have been added of late? Southwestern Energy (SWN), Cameron International (CAM) and Range Resources (RRC), among others. And what's out? Financial and consumer names, like Ambac Financial (ABK) and Circuit City Stores (CC), and companies that were acquired, including Bear Stearns and Tribune.

People owning SWN also tend to own: BZHGSFMCFVLOWHTCSCODVN

TheStreet.com Rating: B What is this?

  • +
  • CAM
    Cameron Intl Cp
  • $25.43
  • +9.28%
  • $23.71

The folks at Strategas Research Partners cite another contrarian sign: Since 2000, companies that have been added to the S&P 500 have lost 6.6% on average over the next 12 months, while those removed have gained an average of 21.7%. So what companies have been added of late? Southwestern Energy (SWN), Cameron International (CAM) and Range Resources (RRC), among others. And what's out? Financial and consumer names, like Ambac Financial (ABK) and Circuit City Stores (CC), and companies that were acquired, including Bear Stearns and Tribune

People owning CAM also tend to own: ABXBHPBVNCEOCRESYDXDFCX

TheStreet.com Rating: C+ What is this?

  • +
  • RRC
    Range Res Corp
  • $38.72
  • -0.87%
  • $39.58

The folks at Strategas Research Partners cite another contrarian sign: Since 2000, companies that have been added to the S&P 500 have lost 6.6% on average over the next 12 months, while those removed have gained an average of 21.7%. So what companies have been added of late? Southwestern Energy (SWN), Cameron International (CAM) and Range Resources (RRC), among others. And what's out? Financial and consumer names, like Ambac Financial (ABK) and Circuit City Stores (CC), and companies that were acquired, including Bear Stearns and Tribune

People owning RRC also tend to own: AEMANRAPACEDODVNGSF

TheStreet.com Rating: B- What is this?

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