From Barron's 4/30/07 Based on our forecast of high single-digit unit growth in 2007, and 11% [work-site employee/WSE] growth thereafter through 2009, coupled with our estimates of 3% annual growth in gross-profit-per-WSE, we find ASF shares attractive, trading at 12 times our out-year earnings-per-share estimate.

From Barron's 4/30/07 AMSG reported 1Q07 earnings per share from continuing operations of 34 cents, in line with consensus...It was negatively impacted (by about 1 cent) by [expected] Medicare changes in effect since start of '07...[yet] we highlight weak same-facility revenue growth (3% versus 8% comp) and lower-than-expected 2Q07 EPS guidance (34 to 35 cents versus consensus 36). We're lowering our '07 and '08 EPS expectations to $1.40 and $1.46...we see limited earnings growth over the intermediate term.

From Barron's 4/30/07 Target: 55. BoA announced on April 23 agreement to purchase LaSalle Bank Corp. and subsidiaries from ABN AMRO for net $16 billion, cash. [ABN AMRO can accept a higher offer within 14 days]...The deal is expected to strain BAC's capital ratios...While paying 3.4 times tangible book value is in line with...similar transactions, it may prove rich enough to shorten the list of potential competing bidders. We are positive on the transaction, but don't view it as near-term catalyst. Reiterate Hold....

From Barron's 4/30/07 CoBiz [a $2.1 billion financial-services company serving Colorado and Arizona] reported 1Q07 EPS of 24 cents, 3 cents shy of both our estimate and the Street consensus due to seasonally weaker fee-based revenues...otherwise, a solid performance. Disciplined loan and deposit pricing, improved earning-asset mix, and year-end securities restructuring...drove margin up to 4.38%. COBZ [may] give back some of this increase...Deposit growth slowed to a still-impressive 10% annualized pace...Lowering '07 and '08 EPS estimates 3 cents, to $1.15 and $1.32...Target [drops] to 22 from 23 (19 times 2007E EPS), which still assumes COBZ shares deserve to trade at a 20% to 25% premium to average community bank.

From Barron's 4/30/07 FCX reported 1Q07 pro forma adjusted EPS of $2.60, well above consensus of $2.07 but below our pro forma estimate of $2.85...we would sell into this strength and are downgrading the name based on valuation and increasing copper-price risk in second-half '07. Downgrading to Market Perform. Maintaining 69 target.

From Barron's 4/30/07 [On top of an 18.5% rise since May], we're raising target to 78, from 76, [seeing] more upside, especially if earnings growth accelerates as we anticipate...Upside driven by strong North America (8%) volumes...Emerging-market growth was also strong....B2B segment performing nicely; higher fiber costs and marketing spending are biggest pressures to margins. [But other factors] should offset this for rest of year...2-cent upside surprise on quarter.

From Barron's 4/30/07 1Q production volumes disappoint: Clean 1Q EPS of 27 cents was below our 47-cent estimate -- but above consensus of 20 cents. 1Q volumes fell 5% y-o-y...and were 8% below our estimate. Moderate progress on pursuit of strategic alternatives [for this Houston-based oil- and gas-producer]. Target reduced to 51 from 54.

From Barron's 4/30/07 Target: 35. Raising 2007 EPS estimate from 28 cents to 55 cents and 2008 EPS estimate from 41 cents to 56 cents to reflect strong outlook for the company's [network-applications and compression] products and recent share gains from competitors in the short-term.