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| |
|
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 |
| |