Thursday, March 13, 2008

My 20 Favorites

Dear Diary,

The February 29, 2008 30 Year Treasury Bond Yield is reported by "Value Line" to be 4.6%.

After more research, I've removed Forest Labs (FRX) and Biomet (BMET) from "My Favorite 20" because of their heavy reliance upon drug patents which wear out.

I also removed Patterson Companies (PDCO) due to a Net Profit Margin below 10.0%.

I added to "My 20 Favorites" Kinetic Concepts (KCI), Immucore, Inc. (BLUD) and Techne Corp. (TECH) to round out the list.

Name/ Symbol/ Expected '08 EPS/ Relative Value/ Current Price

1) Dental Supply/ XRAY/ $1.87/ $40.65/ $37.84
2) Stryker Corp./ SYK/ $2.90/ $63.04/ $61.96
3) Strayer Education/ STRA/ $5.00/ $108.70/ $156.87
4) Abercrombie & F/ ANF/ $6.00/ $130.43/ $74.57
5) Harley Davidson/ HOG/ $3.70/ $80.43/ $36.64
6) Medtronic/ MDT/ $3.00/ $65.22/ $48.61
7) Amer. Eagle O./ AEO/ $2.00/ $43.48/ $18.07
8) Hansen Natural/ HANS/ $2.10/ $45.65/ $41.99
9) Techne Corp./ TECH/ $2.45/ $53.26/ $67.14
10) Deckers Outdoor/ DECK/ $6.00/ $130.43/ $99.22
11) General Electric/ GE/ $2.50/ $54.35/ $34.16
12) Immucor, Inc./ BLUD/ $1.15/ $25.00/ $20.99
13) Kinetic Concepts/KCI/ $3.85/ $83.70/ $49.68
14) Zimmer Holdings/ ZMH/ $4.50/ $97.83/ $76.64
15) Endo Pharm./ ENDP/ $2.10/ $45.65/ $24.87
16) Global Payments/ GPN/ $1.90/ $41.30/ $39.37
17) American Ecology Corp./ECOL/ $1.20/ $26.09/ $24.87
18) Tiffany & Co./ TIF/ $2.60/ $56.52/ $37.77
19) Buckle, Inc./ BKE/ $2.50/ $54.37/ $45.44
20) Coach, Inc./ COH/ $2.05/ $44.57/ $28.44