From Barron's 5-7-07 "Lowering [from Neutral] to Underperform...on this...original-equipment-manufacturer for the commercial-vehicle market. Cautious comments on second-half production [and] freight environment increase risk. 1Q EPS slightly below estimate, excluding commercial-dispute settlement...Net debt down 20%, year-over-year...Free cash flow remains strong. Net debt estimated to fall 20% by '08...12 target is based on stock trading at 5.2 times '08 [estimated earnings before interest, taxes, depreciation and amortization, the median over last two years. [Watch]...pace of 2008-'09 recovery in demand, monthly orders."

From Barron's 5-7-07 "This Internet-based consumer-banking marketplace [offers] original editorial [and] aggregates information on about 300 financial products, including mortgages, credit cards, loans, [deposit products] and online banking fees...Revenues of $22.2 million were better than our $21.5 million estimate, but below Street mean, $23.2 million. Ebitda of $10 million [beat] our $8 million estimate...GAAP EPS of 27 cents [beat] our 20-cent estimate and Street mean, 22 cents...Lower-than-forecast [general and administrative] costs added 4 cents to EPS; better-than-expected gross margins added 2 cents."

From Barron's 5-7-07 "[Harris provides wireless communication and broadcast products and services for commercial and government markets.] RF Comm [battlefield-communications unit] results were better than we expected with... margin of 35.3%, compared with our estimate of 33%. Broadcast sales, however...[were lower than] we anticipated... Operating-profit growth rates could moderate from 10% growth in fiscal-year '08 based on our expectation that demand for RF products could slacken, assuming troop withdrawals from Iraq in 2008 and beyond. Estimated EPS for '07 is 2.80 and 3.30 for '08."

From Barron's 5-7-07 "HPT reported Q1 2007 [funds from operations per share] of $1.08 -- 6 to 7 cents ahead of our estimate and consensus. Strong[er]-than-anticipated net contribution from hotels/travel centers and lower interest expense was partially offset by slightly higher general/administrative costs and one-time costs associated with [TravelCenters of America] spin-off. Revenue per available room increased 4.1% on very strong rate growth and 2.8% decline in occupancy...difficult comparisons and softer results in the more limited-service product."

From Barron's 5-7-07 "Reiterating Buy rating and lowering target from 7 to 6. SOLD continues to demonstrate weaker-than-expected fundamentals; average monthly customer churn rose on a percentage basis to 10.4% in 1Q07 from 9.3% in 4Q06 as SOLD continues to face a challenging macro environment. Although cost alignment returned SOLD to Ebitda profitability sooner than expected, we now [think it will] experience continued net agent attrition through FY07, reducing our FY07 and FY08 outlook. However...with roughly $3 per share in cash, we believe that risk-reward remains attractive."

From Barron's 5-7-07 "Infinity reported very good operating results, with a year-over-year comparison of $1.05 versus $1.38. Q107 included only $1.1 million of favorable-reserve development (3 cents per share) versus $19 million of favorable development in Q106 (59 cents per share). Gross written premium was up 17.2% for the quarter, with growth in California, Arizona and Texas important contributors. The California growth of 22.5% was favorably influenced by electronic enforcement of mandatory insurance coverage. The Q107 GWP advance was slightly better than Q406 and represents the strongest quarter since Infinity went public in early 2003. We note that management's execution of the business plan it presented to investors at that time has been nearly flawless. Book value rose to $34.87 per share and the company purchased about 188,000 shares during the quarter under its $100 million repurchase program. Management guidance was raised moderately to $3.35-$3.75 per share for 2007. Our FY:2007 estimate remains $4."

From Barron's 5-7-07 "The property firm reported... 45% revenue growth and EPS of 74 cents (excluding one-time benefits), compared to our 14-cent estimate and the 1Q06 figure of 12 cents...[on] generally attractive market conditions[including] healthy-advisory fee growth, and increased headcount. The [Europe, Middle East and Africa] region was particularly strong...[but] timing of transactions also contributed to revenue growth; we are adjusting our 2Q07 projections down slightly to account for this ...while 1Q07 EPS grew from 14 cents to 74 cents, we are assuming just 22% EPS growth for remainder of the year. Our '08 EPS estimate is lifted from $6.10 to $6.50...Our target, 130 [raised from 122], assumes...a forward price/earnings multiple of 20 times at this time next year."

From Barron's 5-7-07 "Landauer is the world's largest provider of personnel radiation-monitoring services. The company provides radiation dosimetry services to hospitals, universities, nuclear power plants, and many small offices in the U.S. and in foreign markets. Lower-than-expected spending resulted in second fiscal quarter earnings well above our estimate.Earnings for the quarter were 65 cents a share, up 5% from 62 cents per share last year, excluding nonrecurring items...Revenue for the quarter rose 5% to $21.6 million from $20.6 million last year. Sales were in line with expectations...We now look for flat earnings in fiscal 2007. The expected level of spending on new information systems and increased revenue will apparently be less than first thought. Consequently, we have raised our fiscal 2007 EPS estimate by 10 cents, to $2.20, even with $2.20 in fiscal 2006, excluding restructuring charges and costs for management transition. We've changed rating to Long-term Buy from Buy. Despite modest growth prospects, Landauer has typically traded at a premium valuation. We feel this is due to its high margins, reliable revenue, and attractive yield. Our 60 target assumes resuming growth in '08 and sustaining current valuation as earnings exceed $2.50 in two to three years."