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Monday, November 06, 2006

Barron's Digest November 6, 2006 Issue

Investors may begin to apply Wal-Mart type discounts to the company's shares as its US sales flatten. (WMT)

Evercore Partners, an M&A boutique, is beginning to look expensive. It depends on a handful of clients and the rise in its shares since an IPO may not last. It shares are up 21% since August. (EVR)

Shares of Adidas may begin to come on strong after buying Reebok. The company is benefitting from its tie-in to soccor and it is not targetting the US basketball market.

Many US institutional investors see the Dow moving over 13,000. Some of the institutions interviewed by Barron's include Sadoff Investment Management which likes Kellogg's (K) and McCormick (MKC). New Amsterdam Partners like Proctor & Gamble (PG).

Large institutions namce GE their favorite stock. They also like Dell (DELL) and Johnson & Johnson (JNJ).

Among overvalued issues, the large institutions named Google (GOOG), GM (GM), Ford (F), and Chicago Merchantile Exchange (CME).

Feeding the world will require ingenuity and soil nutrients. Potach has both. (POT) The stock trades at 133, but some analysts see it going to 145.

As sales of GPS units move up, supplier SiRF Holdings should do well (SIRF). Twenty percent of the company's sales come from RIMM and Motorola (MOT).

Oracle is still buying companies (ORCL). The most recent is content management software company Stellent. Oracle should be able to justify the sale by cutting costs and cross selling products.

Redhat (RHAT) will be hurt by the new tie-up of Microsoft (MSFT) and Novell (NOVL) to sell Linux for PCs.

ASV's (ASVI) mini-bulldozers become popular during the housing boom, and investory of the machines is rising fast. The shares of the company are at $14.50, but some analysts say that they should trade at $10.

Douglas A. McIntyre

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