Barrons Roundtable: Scott Black
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average rating: 3.66 / 3 ratings
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

symbol name last price % change open
  • +
  • APA
    Apache Cp
  • $110.94
  • -0.03%
  • $111.00

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: BGCBHPCBIIPSSSRIAAPLAGU

TheStreet.com Rating: A+ What is this?

  • +
  • BRNC
    Bronco Drilling C
  • $17.01
  • +2.53%
  • $16.67

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: LMSWIREEXPSAIEWZGGGLBL

TheStreet.com Rating: C+ 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: AAVAKAMCHLCTRPHALMRNBR

TheStreet.com Rating: B- What is this?

  • +
  • AIMC
    Altra Holdings In
  • $16.27
  • -1.33%
  • $16.51

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: APAARWBRNCHSOASVBIACGLAPOL

TheStreet.com Rating: C- What is this?

  • +
  • ARW
    Arrow Elcts
  • $30.49
  • +0.99%
  • $30.60

"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: AAIDCRDXDFXPSKFSRSTEO

TheStreet.com Rating: B- What is this?

  • +
  • SVBI
    Severn Bancorp In
  • $6.16
  • +0.98%
  • $6.14

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: AIMCAPAARWBRNCHSOAACGLAPOL

TheStreet.com Rating: C What is this?

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