Date updated:12-10-2006
The collection of stock picks from the best value-oriented blogs.

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JOSB
Jos. A. Bank Clot - $41.74
- +0.24%
- $41.55
GuruFocus comments on Jos. A. Bank: "… JOSB has a hidden asset which is not apparent to most investors looking at the company's operations on the surface, half of JOSB stores are less than three years old. "So what?" - You'd ask. It takes close to five years for a store to reach companywide average sales and operating margins of 23%. A store that is less than three years old has a profitability of 10% below company average. This makes sense, as a very large portion of the costs of running a store (rent, salaries, utilities etc.) are fixed. These costs are more or less the same, either sales are at $0.9 million approximate average sales of a new store, or they are at $1.6 million approximate average sales of a relatively mature store. As new stores mature, sharply rising same store sales arrive with much higher margins. Today, company's margins are depressed with half of its stores being relatively new, but as they mature, margins will rise and earnings and free cash flows will go through the roof. I estimate the company's net margins will rise by about 3-4% and the company will earn somewhere around $5 in 2009. Slapping a 10 times P/E (no growth) multiple we get a $50 stock. There is plenty margin of safety in this stock."

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ALY
Allis-chalmers En - $3.46
- -1.42%
- $3.45
Hilary Kramer thinks Allis Chalmers is a takeover target: " Allis-Chalmers Energy Inc. (AMEX:ALY) is a company I own and love because it is considered to be one of the premiere providers of services and equipment to oil and gas exploration and development companies. ALY operates primarily in Texas, Louisiana, New Mexico, Colorado, Oklahoma, the U.S. Gulf, and offshore and onshore in Mexico. This is such a small company versus its competitors -- leaving room for an acquisition or for fantastic organic growth. You can't really lose. Of course, if oil drops to $20 per barrel, then it would be an issue."

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CMTL
Comtech Telecommu - $30.41
- -2.16%
- $31.04

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SCUR
N/a - $5.73
- 0.00
- $5.73
The Buffetteer on Secure Computing, SCUR: " A lot of shareholders’ value got destroyed by the acquisitions. But to those who don’t yet own SCUR’s stock, it may actually present a bargain hunting opportunity, if and ONLY IF the acquisitions turn out to boost SCUR’s bottom line as the management had hoped to. Will they? Let’s tally the numbers…"

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S
Sprint Nxtel Cp - $3.76
- -2.34%
- $3.82
24/7 Wall Street has Spring as the one of the most undervalued stocks: "… After trading over $25 for most of the second half of 2005 and early part of 2006, the stock has dropped to a little of $19 as investors continue their concerns about weak results. Spint does have some critical things in it favor. There are really only three large cellular providers in the US and they are one of these. As Morningtar points out, the Nextel subscriber base is made up of very profitable business customers. Spint's new WiMax network may power PCs as well as phones, and this could be an important new source of income for the company. Sprint has announced a mobile search initiative with Microsoft and a wireless partnership with Dell. Sprint could use a few more fans, but with partners like Intel, Motorol, Dell, and Microsoft, those fans may not be far behind. Can you say WiMax?"

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F
Ford Motor Co - $8.64
- -1.03%
- $8.63
Main Street Stocks has F as a value play: " Ford has dropped down into the $7.30 range again. At this price I think Ford is becoming a value. They’re earlier in the restructuring game than GM but with a new CEO and many plant closings to come Ford should return to profit in 2008 or 2009…."
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A. you should get a better broker and make
your life easier.....scottrade #1
A. The only one I own : SLX,
too hard pick a winner out all of them
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