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Monday, September 18, 2006

Barron's Digest September 18, 2006 Issue


A global focus at Emerson Electric has paid off. The stock is up almost 23% from a year ago. The stock is at just below $82, but but Robert W. Baird has a price target of $99.

The No. 2 company in agriculture modified crops is Syngenta. The stock is up to $29, but UBS has a price target of $38.

Heineken's new Premium Light beer could drive improved sales. Shares are up 36% this year. And, the company is marketing its new products in the Midwest, taking on Anheuser-Busch.

Cleveland-Cliffs, North America's top iron ore producer looks inexpensive. Shares are down from their 2006 highs of $55. The company could be a buy-out candidate for companies like Rio Tinto.

Shares in Applied Materials is the largest company in the tools to keep chip-maker factories running. But, unsold chips at the holiday could hurt the industry.

Image chip maker OmniVision Technologies appears to be cheap. The company has margins of 40%. But, the company has increasing competition. Large companies like Micro Technology are in the market, and this could hurt margins.

The new CEO at Hewlett-Packard could face a lot of distractions as the investigation of internal board problems pile up. Competitors like IBM and Dell may be able to gain ground it the distractions continue.

Forward Hoover Small Cap Equities has taken positions in several companies that include Webex and Corrections Corp.

Douglas A. McIntyre

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