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Saturday, March 03, 2001

Panel members share their top stock picks




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Adebonojo
Andrew Adebonojo

        • Title: senior research manager, Fort Washington Investment Advisors

        • Pick: Health Management Associates Inc. (HMA)

        • Business: Operates general acute care hospitals in rural communities located primarily in the South.

        • Why: “Their strategy is to be the sole or dominant provider in every market that they're in. ... The company has the best margins in the industry, the best return on capital in the industry, and the lowest debt level in the industry. They've had 12 straight years of earnings growth.”

Brink
Brink
Fred Brink

        • Title: equity analyst, Johnson Investment Counsel

        • Pick: Pfizer Inc. (PFE)

        • Business: Pharmaceuticals

        • Why: “Get back to valuation. It's not a cheap health care stock, but it was never a cheap health care stock. But it also has fast earnings growth potential, relative to the group. From that standpoint, it has a strong product portfolio. Licensing opportunities look very good. ... It's a very well-managed company.”


Matlock
Matlock
Madelynn Matlock

        • Title: director of international investment, Bartlett & Co.

        • Pick: Syngenta AG (SYT-ADR)

        • Business: Based in Switzerland, makes herbicides, insecticides and engineers seeds for field crops, vegetables and flowers.

        • Why: “The valuations are good, below the market multiple. It has market — if not better than market — growth; well-financed, cash positive operations; and its industry is generally pretty well hated, which I love. ... Because then you're getting good operations for a low price ... but that will change. Genetic modification is the future of agriculture — there's no doubt about it.”


Mygrant
Mygrant
Steve Mygrant

        • Title: director of equity analysis, Fifth Third Bank

        • Pick: Macrovision Corp. (MVSN)

        • Business: Makes and sells technology to prevent illegal duplication of video and audio programs, and computer software.

        • Why: “It's a company that most people aren't familiar with. In fact, it's kind of a chicken tech in the sense that it does have a relatively high multiple, but I think that it has a pretty good revenue business model for the next six to 12 months. ... They'll be a 30 to 35 percent grower over the next three years.”


Seiver
Seiver
Dan Seiver

        • Title: professor of economics, Miami University

        • Pick: Intel Corp. (INTC)

        • Business: Makes and sells such computer components as microprocessors, chip sets, and embedded processors and microcontrollers.

        • Why: “Intel's way down from where it was before. They're going to be around a long, long time. ... Everybody knows what they do, the market share they have, what they spend on R&D (research and development). It's not as if the technology changing is going to stop — it's not.”


Weirich
Weirich
Greg Weirich

        • Title: vice president, PNC Advisors

        • Pick: Washington Mutual Inc. (WM)

        • Business: A financial services company that provides a diversified line of products and services to consumers and small- to mid-size businesses. Recently bought PNC's mortgage division.

        • Why: “They've been languishing here for various reasons, but the Fed has now cut rates. You can get it under $50, which is 11 times next year's earnings ... People have jobs, and as long as they have jobs they'll typically continue to buy homes. Great prospects going forward; analysts are increasing their estimates.”

       



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