Barrons Roundtable: Scott Black Portfolio - Stockpickr! Your Source for Stock Ideas

Barrons Roundtable: Scott Black

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Created by Barrons

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Date updated:01-13-2007

Portfolio manager, Delphi Value Fund, which has had consistently superior returns:

2002: -9.6
2003: 32.6
2004: 12.5
2005: 6.7
2006: 17.7

APA
Apache Cp
$96.47
-0.62%
$96.40

Trades at 4.1x cash flows. 25% return on equity. Developing new gas sources in Brazil and Egypt.

People owning APA also tend to own: BGC BHP CBI IPS SSRI AAPL AUY

TheStreet.com Rating: C+ What is this?

BRNC
Bronco Drilling C
$5.68
-1.56%
$5.72

Trading at almost book value, generating cash and growing. On a breakup value, Black thinks this is worth $25.86. "It is in the bargain basement".

People owning BRNC also tend to own: LMS WIRE EXP SAI BOOM CVCO DW

TheStreet.com Rating: D What is this?

HSOA
Hsoa
$0.00
N/A
$N/A

Trading at only a 7.4 multiple of cash flows. 20% organic growth. 20% return on equity.

People owning HSOA also tend to own: AAV AKAM CHL CTRP HAL MR NBR

TheStreet.com Rating: No Rating What is this?

AIMC
Altra Holdings
$11.73
+0.43%
$11.79

Spinout of Danaher. Has a P/E of just 11.3. Scott Black: "The multiple could expand to 15. That could take the stock to 18-19."

People owning AIMC also tend to own: APA ARW BRNC HSOA SVBI ACGL APOL

TheStreet.com Rating: C- What is this?

ARW
Arrow Elcts
$26.47
-0.53%
$26.43

"One of the best tech stocks that still is reasonable." The stock sells of r just 9.6 times earnings.

People owning ARW also tend to own: AAI DCR DXD FXP SKF SRS TEO

TheStreet.com Rating: C What is this?

SVBI
Severn Bancorp In
$2.75
+0.01%
$2.75

Trading at about 12x earnings. "most banks are selling at 13 or 14 multiples and dont have numbers like Severn's."

People owning SVBI also tend to own: AIMC APA ARW BRNC HSOA ACGL APOL

TheStreet.com Rating: No Rating What is this?

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