Stock Picks - 2007 

 
 

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  • September 2007 (3)
  • October 2007 (4)
  • Nov. 2007 (5)  
  • Dec. 2007 (4)
  • May 2007 (4)
  • June 2007 (5)
  • July 2007 (4)  
  • August 2007 (5)
  • January 2007 (2)
  • February 2007 (2)
  • March 2007 (4)  
  • April 2007 (5)


  •     

    January 2007 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
    AMREP Corp.   AXR     NYSE   Services Busines Services 01/03/07 $122.88   51.15  
    Rock-Tenn Company RKT NYSE Basic Materials Paper & Paper Products 01/05/07 $27.36 53.35
    Gorman-Rupp Company GRC AMEX Capital Goods   Miscellaneous Capital Goods   01/12/07 $39.98 47.05
      G-III Apparel Group, Ltd.   GIII NASD   Consumer Cyclical   Apparel/Accessories 01/19/07 $22.58 50.30


       AMREP Corporation (NYSE: AXR) is primarily engaged in two business operations: magazine service operations and real estate development. The magazine service operation consists of fulfillment and distribution services. Fulfillment services are principally magazine subscription fulfillment services, letter shop and graphic arts services, customer telephone support, list services and product fulfillment services, and it accounted for 85% of its Kable subsidary's revenues in fiscal 2006. In the magazine subscription fulfillment service, Kable processes new orders, receives and accounts for payments, prepares and sends to each publisher's printer labels or tapes containing the names and addresses of subscribers for mailing each issue, handles subscriber telephone inquiries and correspondence, prepares renewal and statement notifications for mailing, maintains subscriber lists and data bases, generates marketing and statistical reports, processes internet orders and prints forms and promotional materials. The newsstand distribution services provides marketing services for publishers and distributes magazines to wholesalers, direct distributors and specialty retailers.

    Through a subsidiary,
    AMREP is a major landholder and a leading developer of real estate in New Mexico. It is the founder of Rio Rancho, which is the fourth largest city in New Mexico. At Rio Rancho, AMREP is developing both residential lots and sites for commercial and industrial use as the demand warrants, and also is securing entitlements for large development tracts for sale to homebuilders.

    The stock's price gained 150.7% over the past 3 months (vs. the Industry's 15.0%); 125.50% over the past 6 months (vs. the  Industry's 16.00%); and 368.80% over the past 12 months (vs. the Industry's 8.90%).
    AMREP is classified as a small-cap growth company that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The Company has a  market capitalization of $814.99 million. AMREP was established in 1961.  The Company's corporate office  is at Princeton, New Jersey. AMREP has 15 employees. 

    Sector: Services; Industry: Business Services; Ticker: AXR;  Exch: NYSE;  01/03/07 Closing Price: $122.88) 

    STOCK GRADE (ASG):  51.15  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE
    STOCK'S CORE STRENGTHS (SEE: Table Below)   
     

    Management's Effectiveness (12 Mo.) . . . Return on Equity:      38.03%
    Profitability (12 Mo.) . . . Profit Margin:      24.02%
    Stock's Growth Record (12 Mo.) . . . Revenue:      10.25%
    . . . EPS:      43.93%
    . . . Price:      81.24%
    . . . Dividend:      37.50%
    PE & EPS (12 Mo.) . . . Price/Earnings:      17.14
    . . . Earnings/Share:        7.15
    Price / Share (Pick Date, Closing Price) . . . Pick Date 01/03/2007:  $122.88
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 01/03/07 - 01/03/8:   (74.61%) 

    ^Top page



        Rock-Tenn Company (NYSE: RKT) is  a manufacturer of packaging, merchandising displays, and paperboard. The Packaging Products business segment manufactures folding cartons and solid fiber interior packaging. Customers use folding cartons to package frozen, dry and perishable food items for the retail sale and quick-serve markets; beverages; paper goods; automotive products; hardware; health care and nutritional food supplement products; household goods; healthcare and beauty aids; recreational products; textiles; apparel; and other products. The folding cartons are manufactured from recycled or virgin paperboard, including high strength paperboard, laminated paperboard and various substrates with specialty characteristics such as grease masking and microwaveability. Sales of folding cartons to unaffiliated customers accounted for 49.1%, 48.8%, and 46.5% of Rock-Tenn's net sales in fiscal 2005, 2004, and 2003, respectively.

    The Merchandising Displays and Corrugated Packaging business segment manufactures temporary and permanent point-of-purchase displays, corrugated packaging, and corrugated sheet stock. These displays are used as marketing tools to support new product introductions and specific product promotions in mass merchandising stores, supermarkets, convenience stores, home improvement stores and other retail locations. Corrugated packaging are manufactured for sale to the industrial products and consumer products markets and corrugated sheet stock for sale to corrugated box manufacturers. The Paperboard business segment collects recovered paper and produce paperboard products. The coated recycled and specialty paperboard are marketed to manufacturers of folding cartons, solid fiber interior packaging, book cover and laminated paperboard furniture components, tube and core products, set-up boxes and other paperboard products.
    Rock-Tenn operates 93 facilities located in 26 states, Canada, Mexico, Chile and Argentina.
     
    The stock's price gained 37.8% over the past 3 months (vs. the Industry's 5.9%); 60.9% over the past 6 months (vs. the  Industry's 12.5%); and 94.9% over the past 12 months (vs. the Industry's 15.0%).
    Rock-Tenn is classified as a small-cap value company that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The Company has a  market capitalization of $1,058.75 million. Rock-Tenn was founded in 1936.  The Company's corporate office is at Norcross, Georgia. Rock-Tenn has 9,500 employees. 

    Sector: Basic Material; Industry: Paper & Paper Products; Ticker: RKT;  Exch: NYSE;  01/05/07 Closing Price: $27.36) 

    STOCK GRADE (ASG):  53.35  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE
    STOCK'S CORE STRENGTHS (SEE: Table Below)   
     

    Management's Effectiveness (12 Mo.) . . . Return on Equity:        6.15%
    Profitability (12 Mo.) . . . Profit Margin:        1.34%
    Stock's Growth Record (12 Mo.) . . . Revenue:        9.63%
    . . . EPS:      79.38%
    . . . Price:      37.62%
    . . . Dividend:        5.88%
    PE & EPS (12 Mo.) . . . Price/Earnings:       36.68
    . . . Earnings/Share:         0.75
    Price / Share (Pick Date, Closing Price) . . . Pick Date 01/05/2007:    $27.36
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 01/05/07 - 01/05/8:   (15.77%) 

    ^Top page


         Gorman-Rupp Company (AMEX: GRC) operates principally in one business segment, the manufacture and sale of pumps and related fluid control equipment. The company designs, manufactures and sells pumps and related equipment (pump and motor controls) for use in water, wastewater, construction, industrial, petroleum, original equipment, agriculture, fire protection, heating, ventilating and air conditioning (“HVAC”), military and other liquid-handling applications.

    The Company’s product line consists of pump models ranging in size from 1/4 ” to 84” and ranging in rated capacity from less than one gallon per minute up to 500,000 gallons per minute. The Company’s larger pumps are sold principally for use in the construction, industrial, sewage and waste handling fields; for boosting low residential water pressure; for pumping refined petroleum products, including the ground refueling of aircraft; for agricultural applications; and for fire fighting. The Company’s smallest pumps are sold to customers for incorporation into such products as X-ray processing equipment; gas air conditioning equipment; office copy machines; chemical feeding, instrumentation and ice cube making machinery; photographic processing and laser cooling applications; graphic arts equipment; and floor cleaning equipment.
     
    The stock's price gained 51.0% over the past 3 months (vs. the Industry's 4.6%); 108.5% over the past 6 months (vs. the  Industry's 14.3%); and 111.3% over the past 12 months (vs. the Industry's 14.7%).
    Gorman-Rupp is classified as a small-cap growth company that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The Company has a  market capitalization of $534.1 million. Gorman-Rupp was founded in 1933.  The Company's corporate office is at Mansfield, Ohio. Gorman-Rupp  has 991 employees. 

    Sector: Capital Goods; Industry: Miscellaneous Capital Goods; Ticker: GRC;  Exch: AMEX;  01/12/07 Closing Price: $39.98) 

    STOCK GRADE (ASG):  47.05  (GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE

    Management's Effectiveness (12 Mo.) . . . Return on Equity:       15.16%
    Profitability (12 Mo.) . . . Profit Margin:         7.37%
    Stock's Growth Record (12 Mo.) . . . Revenue:        3.95%
    . . . EPS:       -5.43%
    . . . Price:      11.91%
    . . . Dividend:        NA
    PE & EPS (12 Mo.) . . . Price/Earnings:       26.85
    . . . Earnings/Share:         1.49
    Price / Share (Pick Date, Closing Price) . . . Pick Date 01/12/2007:    $39.98
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 01/12/07 - 01/12/8:   (8.93%) 

    ^Top page


       GIII- Apparel Group, Ltd. (NASD: GIII) designs, manufactures, imports and markets an extensive range of outerwear and sportswear, including coats, jackets, pants and other sportswear items, as well as women’s suits, and dresses. GIII sells its products under licensed labels, its own proprietary labels and private retail labels. GIII distributes its products through a broad mix of retail partners at a variety of price points.

    GIII currently have fashion licenses to produce products under the Calvin Klein, ck Calvin Klein, Sean John, Kenneth Cole New York, Reaction Kenneth Cole, Nine West, Cole Haan, Guess?, Jones New York, Jones NY Collection, Cece Cord, IZOD, Ellen Tracy, Tommy Hilfiger, Donald Trump, James Dean and Pacific Trail fashion labels. GIII also have sports licenses to produce products containing trademarks of the National Football League, National Basketball Association, Major League Baseball, National Hockey League, Louisville Slugger, World Poker Tour and many U.S. colleges and universities. In March 2006, GIII announced that the company had expanded its relationship with Wal-Mart, Inc. to design and produce a new young men’s and boy’s branded urban sportswear line, Exsto. Initially, this line will consist of sportswear, outerwear and hats and is expected to be available in approximately 300 Wal-Mart stores for the upcoming fall season.

    The stock's price gained 78.9% over the past 3 months (vs. the Industry's 16.2%); 108.9% over the past 6 months (vs. the  Industry's 38.7%); and 150.9% over the past 12 months (vs. the Industry's 28.1%).
    GIII is classified as a small-cap value company that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The Company has a  market capitalization of $316.57 million. GIII was formed in 1989. The company and its predecessors have conducted their business since 1974.   The Company's corporate office is at New York, New York. GIII has 510 employees.   (Reuters)

    STOCK GRADE (ASG):  50.30  (VERY GOOD)               

    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE

    Management's Effectiveness (12 Mo.) . . . Return on Equity:       11.32%
    Profitability (12 Mo.) . . . Profit Margin:         2.50%
    Stock's Growth Record (12 Mo.) . . . Revenue:       51.24%
    . . . EPS:     830.93%
    . . . Price:       55.31 %
    . . . Dividend:        NA
    PE & EPS (12 Mo.) . . . Price/Earnings:      44.80
    . . . Earnings/Share:        0.50
    Price / Share (Pick Date, Closing Price) . . . Pick Date 01/19/2007:    $22.58
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 01/19/07 - 01/19/8:   (49.73%) 

    ^Top page



    February 2007 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
      Rochester Medical Corp.    ROCM     NASD     Healthcare     Medical Equipment & Supplies   02/06/07 $16.54   91.75  
      Markwest Hydrocarbons Inc.   MWP     AMEX     Energy     Oil & Gas Operations   02/16/07 $56.56   52.00  

       Rochester Medical Corp. (NASD: ROCM) develops, manufactures and markets a broad line of latex-free and PVC-free urinary continence and urine drainage care products for the extended care and acute care markets. The Company’s extended care products include a line of male external catheters for managing male urinary incontinence and a line of intermittent catheters for managing both male and female urinary retention. The extended care products also include the FemSoft® Insert , a soft, liquid-filled, conformable urethral insert for managing female stress urinary incontinence in adult females. Rochester Medical's acute care products include a line of standard Foley catheters and its RELEASE-NF® Catheter , an antibacterial Foley catheter that reduces the incidence of hospital acquired urinary tract infection (“UTI”).

    The Company markets its products under its Rochester Medical® brand through a direct sales force in the United States and independent distributors in international markets. The Company also supplies its products to several large medical product companies for sale under brands owned by these companies.

    The stock's price gained 73.7% over the past 3 months (vs. the Industry's 10.3%); 130.7% over the past 6 months (vs. the  Industry's 17.1%); and 199.3% over the past 12 months (vs. the Industry's 14.4%). Rochester Medical is classified as a small-cap growth company (with a market cap of $206.89M) that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The company was formed in 1988. Its corporate office is at Stewartville, Minnesota. Rochester Medical has 213 employees. 

    STOCK GRADE (ASG):  91.75  (EXCELLENT)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE

    Management's Effectiveness (12 Mo.) . . . Return on Equity:      115.59%
    Profitability (12 Mo.) . . . Profit Margin:      134.77%
    Stock's Growth Record (12 Mo.) . . . Revenue:        6.20%
    . . . EPS:       24.56%
    . . . Price:       85.13%
    . . . Dividend:        NA
    PE & EPS (12 Mo.) . . . Price/Earnings:        6.82
    . . . Earnings/Share:        2.73
    Price / Share (Pick Date, Closing Price) . . . Pick Date 02/06/2007:    $16.54
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 02/06/07 - 02/06/8:   (32.10%) 

    ^Top page



      Markwest Hydrocarbons Inc. (AMEX: MWP) controls and operates MarkWest Energy Partners, L.P. (AMEX: MWE), a publicly-traded limited partnership engaged in the gathering, processing, and transmission of natural gas; the transportation, fractionation, and storage of natural gas liquids (NGLs), and the gathering and transportation of crude oil. MarkWest also market natural gas and NGLs.

    MarkWest Energy is one of the largest processor of natural gas in the northeastern Untied States, processing gas from the Appalachian Basin, one of the country’s oldest natural gas regions, and from Michigan. Through six acquisitions completed during 2003 and 2004, the partnership has expanded its natural gas gathering, processing and transmission geographic coverage to the southwest United States. In addition, thru one of its acquisitions has allowed Markwest to enter into the Michigan crude oil transportation business.

    The stock's price gained 45.8% over the past 3 months (vs. the Industry's 0.8%); 115.1% over the past 6 months (vs. the  Industry's -1.5%); and 166.5% over the past 12 months (vs. the Industry's 11.8%).
    Markwest is classified as a small-cap value company (with a market cap of $617.56M) that is rated to outperform the market over the next six months. The stock currently has a low risk (alert) level. The company was formed in 1988. Its corporate office is at Denver, Colorado. Markwest  has 235 employees. 

    Sector: Energy; Industry: Oil & Gas Operations; Ticker: MWP;  Exch: AMEX;  02/16/07 Closing Price: $56.56) 

    STOCK GRADE (ASG):  52.00  (VERY GOOD)               

    BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
    EXPANDED BUSINESS DESCRIPTION (Reuters)
    STOCK INFO/RESEARCH (MSN)
    OWNERSHIP (MSN)
    KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
    HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
    RISK (ALERT) LEVEL: LOW (Reuters)
    COMPANY'S WEB SITE

    Management's Effectiveness (12 Mo.) . . . Return on Equity:      23.23%
    Profitability (12 Mo.) . . . Profit Margin:        6.16%
    Stock's Growth Record (12 Mo.) . . . Revenue:      34.54%
    . . . EPS:         NA
    . . . Price:   118.38%
    . . . Dividend:        NA
    PE & EPS (12 Mo.) . . . Price/Earnings:     62.59
    . . . Earnings/Share:        0.83
    Price / Share (Pick Date, Closing Price) . . . Pick Date 02/16/2007:    $56.56
    Price / Share (13-day EMA) . . . 02/16/2007:    $52.42
    Price / Share (50-day EMA) . . . 02/16/2007:    $47.23
    Price / Share (Current) . . . Current Price     Quote
    Price / Share (Historical) . . . Historical Price     Quote

     STOCK'S 12-MONTH GAIN (LOSS), 02/16/07 - 02/16/8:   7.20% 

    SPECIAL NOTE:

    1. MarkWest Hydrocarbon, Inc. (AMEX: MWP) and MarkWest Energy Partners, L.P. (NYSE: MWE) effected on February 21, 2008 the previously announced Agreement and Plan of Redemption and Merger. Markwest Hydrocarbons was delisted on February 22, 2008. MWP's closing share price on February 15, 2008 was $60.63. (Source: The Wall Street Journal; February 21, 2008)

    ^Top page



    March 2007 Stock Picks
    Stock Name SYM Exch. Sector Industry Date Picked Pick Price
    (per share)
    ASG
      Spartan Motors Inc.    SPAR     NASD     Consumer Cyclical     Auto & Truck Manufacturers   03/05/07 $20.08   46.55 (Good)  
      NBTY, Inc.    NTY     NYSE     Healthcare     Biotechnology & Drugs   03/09/07 $47.92   45.75 (Good)  
      Bon-Ton Stores Inc.    BONT     NASD     Services     Retail (Department & Discount)   03/16/07 $55.15