Business Week???s Gene Marcial???s Stock Picks 7/14/08 Issue

Gene Marcial, Business Week’s Inside Wall Street columnist and stock market guru, recommended the following stocks in the 7/14/08 issue:

1. Mosaic (MOS)

a. Producer of phosphate rock and potash; the prices of fertilizers, such as potash and phosphate, have exploded due to escalating global demand; and the floods in the Midwest and jump in corn plantings are further driving up fertilizer prices boosting Mosaic’s earnings.

b. Mosaic is one of the best ways to play these favorable trends given its leadership in phosphate (No.1) and potash (No.2). And it could use its strong cash flow to initiate a dividend and buy back shares, he says.

2. YRC Worldwide (YRCW)

a. The global transportation giant, which owns Yellow Transportation and Roadway Express, may be on the road to recovery.

b. Some see its operating loss in the first quarter as the cyclical bottom in earnings. If that’s so, says Art Hatfield of Morgan Keegan (which has done banking for YRC), YRC’s results will begin to improve.

c. Analysts are relieved that YRC Chairman and CEO William Zollars on June 17 confirmed his second-quarter profit forecast

3. Access Pharmaceuticals (ACCP) recently signed a licensing pact with Jiangsu Aosaikang Pharmaceutical.

a?? Chinese company focused on oncology; they will help develop Access’ No.1 drug, ProLindac, a platinum-based drug for colorectal cancer, now in Phase 2 U.S. trials. Jiangsu will do trials in China, adhering to Food & Drug Administration rules. In return, Access gets $3 million up front and a 20% royalty on ProLindac sales in China.

b.?? Access is an enticing buyout target

Track Gene Marcial’s picks at:

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