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Monday, September 25, 2006

Barron's Digest September 25, 2006 Issue

Stocks: (REV)(DE)(NJ)(HAR)(MGA)(NSR)(CDWC)

It may be that Revlon only looks cheap now. The company has $1.4 billion in debt. The company has not made money on an annual basis since 1997.

Deere, the farm equipment maker has been going nowhere for that last six year, but the company may be in the midst of a turnaround, fueled in part by demand for corn and ethanol for next-generation fuel.

LBOs may be getting dangerous as they drive up stock market valuations. But, balance sheets of some recent LBO look relatively shaky. including Toys R Us, Linens N Things, and Sungard.

Nidec, which makes tiny brushless motors for iPods and digital cameras believes that the company can hit one trillion yen in sales by 2010.

Neustar, which operates databases for phone companies, recently fell 14% on news that it would cut fees for US phone companies. Investors have now shorted about 13 million shares of the company's stock.

Auto analyst Chris Ceraso of Credit Suisse likes Harman Intl, BMW, Nissan, and Magna.

CDW (Computer Discount Warehouse) competes with Dell and HP. The company claims its customer service is better than Dell's. Now the company is diversifying into enterprise network solutions.

Douglas A. McIntyre

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