BARRON'S(Aug. 3) Buy Shares of Amedisys, a home-nursing-services provider, is trading at a highly discounted 9.2 times our fiscal-year 2010 earnings-per-share estimate of $4.28. Given the current reform-driven overhang on home-nursing shares, we believe it should trade at a 20 discount to its normalized (historical) multiple of about 15 times PE; hence, our $53 target. Once health-care reform is resolved, we expect its multiple to expand to more appropriate levels.

BARRON'S (Aug. 3) Buy 1) Reported 2Q09 EPS of 41 cents was above consensus 39 cents. 2) Better-than-projected cost control 3) Restructuring benefits 4) Cash generation was excellent, enabling IR to reduce debt 5) Orders declined 23% 6) Near-term target $29 7) Could double over 2 or 3 years

BARRON'S (Aug. 3) Market Perform 1) It's well positioned to benefit from improvement in deal-closure rates and revival in enterprise spending. 2) Expansion of switching portfolio should continue driving growth 3) 2Q09 results were in line 4) Revenues declined 10.5% year-over-year

No Analysis added

8.3 BUY-CONFIRMED

8.3 BUY-CONFIRMED

8.3 HON = GE - GE Capital

BARRON'S Aug. 3 $20.47 Cablevision System 1) It's probably the country's best-managed cable company. 2) Announced a planned spinoff of MGM unit 3) Long Island-based, run and controlled by the fractious Dolan family who tried to take it private in 2007 at $36 4) It's private market value is $39 a share