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This is a partial compilation of Barron's 's posts
and is not meant as a complete representation of the blogger's performance.
Barron's 's Blog Posts
 LWSN
Lawson Software Poised for Growth - Barron's
08/31/08
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Lawson Software (LWSN), a global provider of enterprise software, is hovering around $8 a share from an $11.39 high in October. Barron's Mark Veverka thinks that makes it a good time to invest. ...
XOM
BP
Energy Firms Should Look to U.S. Shale - Barron's
08/31/08
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Many of the major energy players are busy searching the world for more oil and natural gas reserves. Barron's Dimitra Defotis thinks they should be looking closer to home, as U.S. shale fields hold enormous potential as a source of energy.BP (BP) is already charting a course in this direction. In Jul...
 NDSN
Nordson's Rally Is Over, For Now - Barron's
08/24/08
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Last October, Barron’s was plugging Nordson (NDSN), the maker of precision dispensing systems for automotive coatings and sealants. That’s because then Nordson’s enterprise value was at a historical low; sales were growing by double digits and earnings growth was helped by foreig...
ADP
SLH
Sunny Future for Solera - Barron's
08/24/08
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On Wednesday, Solera Holdings (SLH), the auto-insurance claims-processing unit that was once a part of Automatic Data Processing (ADP), will release its fiscal fourth quarter numbers. Barron's Tiernan Ray sees plenty of potential. ...
PBCT
People's United: Ready to Pounce - Barron's
08/24/08
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If there are potential winners in the credit crisis, Barron's Leslie Norton sees one in People's United Financial (PBCT). The Connecticut-based regional bank, the largest in New England, has managed to steer clear of subprime loans, has a strong balance sheet, and is so well capitalized that it's loo...
FE
FirstEnergy is Ready to Shine - Barron's
08/24/08
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It's been a tough five years for FirstEnergy (FE), the nation's fifth-largest publicly owned utility. First the company had some bad publicity for its role in America's biggest blackout. Efforts to overcome that blunder and improve operations have left investors seemingly unimpressed, and there are s...
FRE
FNM
Fannie, Freddie Shareholders Will Be Left Holding the Bag - Barron's
08/17/08
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"The almost inevitable government recapitalization of Fannie Mae and Freddie Mac will likely wipe out investors—and management," Barron's magazine says. Assuming their assets were liquidated now, based on their fair-value reporting, Freddie Mac's (FRE) net worth would be -$5.6B, while Fannie ...
AWK
Barron's: Reasons for Optimism at American Water Works
08/10/08
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Despite American Water Works' (AWK) poor perfomance to date, Barron's Jack Willoughby sees reason for optimism. American Water Works, North America's largest public water and waste-water service provider, trades at $20 - below the already-discounted $21.50 of its April 22 offering. But political and...
GLW
RIG
Barron's Interview: Six Winners No Matter Where We Go From Here
07/27/08
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Barron's interviews Omega Advisors' top money managers Lee Cooperman and Steven Einhorn, whose fund has returned 16% annually since 1991. They think the market's downside is limited, as perhaps is its upside, but that there is an abundance of quality stocks available now - on the cheap. We are buyin...
TWX
Time Warner's Due for a Comeback - Barron's
07/06/08
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Barron's author Dimitra Defotis calls Time Warner (TWX) stunningly cheap. Here's why: New CEO Jeffrey Bewkes is likely to separate, spin off, or sell the subscription arm of AOL - its weakest link - which will expose the strength of its digital ad platform, recently bolstered by AOL's $850M purchase...
PALM
RIMM
Nokia: Bargain of a Lifetime - Barron's
06/29/08
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Handset makers took a beating last week amid weak earnings from Palm (PALM), and after Research In Motion's (RIMM) FQ2 earnings outlook came in below expectations. Nokia (NOK) and Apple (AAPL) fell in sympathy - 1.1% and 3% respectively.<!----> Nokia has bee...
OEH
Time to Ride the Orient Express - Barron's
06/08/08
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Orient-Express (OEH) owns the legendary Venice Simplon-Orient-Express train, along with 40 of the most prestigious hotels in the world, including Hotel Cipriani in <st1:city w:st="on"><st1:place w:st="on">Venice</st1:place></st1:city>. The old-world glamour and opulence is not...
PEIX
AVR
Ethanol Is Oversold: Three Bounce Stocks - Barron's
06/08/08
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Once-in-vogue ethanol stocks have taken a beating over the past year as investors went from wildly bullish to wildly bearish due to concerns about a production glut, and claims ethanol is a driving force behind rising food prices -- which could threaten its coveted government subsidies. But Barron's...
BHP
RTP
Alcoa Will Shine - Barron's
06/08/08
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Shares of Alcoa (AA), the worlds largest aluminum producer, have way underperformed those of other global miners like BHP Billiton (BHP), Rio Tinto (RTP) and Vale (RIO). Barron's thinks the Street is underestimating its potential, especially if a buyout bid materializes.<!----> Aluminum prices ar...
MKL
Markel's a Buffett-In-Waiting - Barron's
06/01/08
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How has insurer and Berkshire Hathaway-wannabe Markel (MKL) doubled its net worth and share price every five years since its 1986 IPO?<!----> Barron's says partly by insuring small businesses like garages and beauty parlors and not home and auto loans; and partly through high underwriting standar...
ETN
Eaton: Unappreciated New-Age Stock - Barron's
06/01/08
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Barron's says Wall Street has yet to appreciate Eaton's (ETN) increased focus on energy-saving breakthroughs that are driving sales by saving its customers money. Once highly-dependent on autos and heavy trucks, CEO Sandy Cutler has cut auto and truck sales to just 28% of the parts supplier's revenu...
GM
Park Your Money With GM - Barron's
06/01/08
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Barron's says GM bets will pay off -- for those with the patience to endure 12-18 months of misery.<!----> GM (GM) shorts are ignoring GM's turnaround, which Barron's says will accelerate over the next 2-3 years. It's recent pact with the UAW makes it likely GM will hit its goal of cutting costs ...
MHK
Mohawk's Floor Is In - Barron's
05/25/08
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Shares of flooring company Mohawk Industries (MHK) are down more than 30% from last spring's highs, as Wall Street continues to worry how it will deal with soft housing sales and high energy and raw material costs. Barron's magazine is again bullish on the stock, noting it has transitioned itself fro...
ORCL
Oracle's Got What It Takes - Barron's
05/18/08
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Barron's cover story this week takes a sensationally bullish stance on Oracle (ORCL) and its controversial CEO Larry Ellison.<!---->
Oracle bears seem to think Ellison is pre-occupied with yacht racing. It may be true that he loves boating, but with 42 acquisitions worth more than $30B in less th...
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