Cincinnati.Com
NKY.COM  |  ENQUIRER  |  CIN WEEKLY  |  Classifieds  |  Cars  |  Homes  |  Jobs  |  Help
Currently:
55°F
Clear
Weather | Traffic
The Enquirer
HOME
NEWS
ENTERTAINMENT
SPORTS
REDS
BENGALS
LOCAL GUIDE
MULTIMEDIA
ARCHIVES
SEARCH
 
 TODAY'S ENQUIRER 
 Front Page 
 Local News 
 Sports 
-- Business 
 Editorials 
 Tempo 
 Home Style 
 Travel 
 Health 
 Technology 
 Weather 
 Back Issues 
 Search 
 Subscribe 

 SPORTS 
 Bearcats 
 Bengals 
 High School 
 Reds 
 Xavier 

 VIEWPOINTS 
 Jim Borgman 
 Columnists 
 Readers' views 

 ENTERTAINMENT 
 Movies 
 Dining 
 Horoscopes 
 Lottery Results 
 Local Events 
 Video Games 

 CINCINNATI.COM 
 Giveaways 
 Maps/Directions 
 Send an E-Postcard 
 Coupons 
 Visitor's Guide 
 Web Directory 

 CLASSIFIEDS 
 Jobs 
 Cars 
 Homes 
 General 
 Place an ad 

 HELP 
 Feedback 
 Subscribe 
 Search 
 Newsroom Directory 



 
Saturday, March 03, 2001

Panel members share their top stock picks




photo
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.”

       



'Steel crisis' at Wilder site
Fed keeps calm while consumers sweat
Fed's timing defended
1-year T-bill death won't hurt ARMs
Enquirer Portfolio Panel
- Panel members share their top stock picks
HIGGINS: Personal Finance
Animal slaughter 'purely about trade'
Digineer cuts 19 of 131 jobs
E-toys: Fast plunge into bankruptcy
Japan's economy sinking rapidly
The Sophisticated Investor
UPS to buy shipper
Your tax questions
Your Taxes
Business Digest
Tristate Business Summary
What's the Buzz?

 

Latest Headline News
Updated Every 30 Minutes
BUSINESS NEWS

U.S. Rises in Auto Reliability Ratings

Congolese Shun Own Currency for Dollars

Delta Air Lines Posts $52M Profit in 3Q

Prepared Holiday Meals Up in Popularity

Christmas Returns to Wal-Mart Marketing


Cincinnati.Com
Search our site by keyword:  
Search also: News | Jobs | Homes | Cars | Classifieds | Obits | Coupons | Events | Dining
Movies/DVDs | Video Games | Hotels | Golf | Visitor's Guide | Maps/Directions | Yellow Pages

  CINCINNATI.COM  |  NKY.COM  |  ENQUIRER  |  CIN WEEKLY  |  Classifieds  |  Cars  |  Homes  |  Jobs  |  Help


Search | Questions/help | News tips | Letters to the editors | Subscribe
Newspaper advertising | Web advertising | Place a classified | Circulation

Copyright 1995-2007. The Cincinnati Enquirer, a Gannett Co. Inc. newspaper.
Use of this site signifies agreement to terms of service updated 12/19/2002.