3.26.2006

BARRON'S


BARRON'S has highlighted the following in Monday's edition:

Art Smith of John S. Herold Inc. likes the following energy stocks:

XOM CVX COP REP E APC DVN CHK KMG PPP PXD XEC THX WLL.

Joel Greenblatt, the author of the The Little Book That Beats The Market, whose website, magicformulainvesting.com, has identified the following as attractive:

FCX IPS FTO KG HOC AEOS DLX KSWS KMG TBL UST CECO YCC GIB CSGS.

Michael Santoli, the terrific writer of the "the trader" is bullish on WEN and bearish on THI.

In the article The World's Best CEO's, I am not in complete agreement with the author/authors however the CEO's on the list that I am fond of include Fuld at LEH; Frankfort at COH; Lafley at PG; Mason at LM; Mozilo at CFC; Simpson at XTO and of course Steve Jobs at AAPL.

And for the pans; Why is Jeff Immelt on the list? Since he became CEO, GE stock has decreased on average -2.8% per year while the SP500 has climbed about 5% per year. Contrast Immelt with Simpson, XTO went public in 1993 and the stock is up 40 times in that time, or even stodgy big cap Proctor and Gamble, where the CEO has been in control since 2000 and the stock is up an average of 14% per year.

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