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Stock Opinions by Gretchen Lash

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Expects accelerated earnings. Have really come through their re-positioning. Now at a point where some of their long cycle business is picking up.
electrical / electronic
TOP PICK
Thinks it can sustain 15% growth. Has had quite a run, so grab whenever you get an opportunity.
food stores
TOP PICK
Feels there will be an acceleration on software next year.
computer software / processing
TOP PICK
Has a positive outlook for next year because they messed up so much this year. Expects earnings acceleration next year.
electrical / electronic
TOP PICK
Looking for companies with topline growth. A play on secular growth in "search". Banner and display advertising are coming back.
computer software / processing
TOP PICK
Looking for higher topline growth.
Telecommunications
TOP PICK
Looking for higher topline growth.
specialty stores
TOP PICK
Expects accelerated earnings growth next year. In a recovering economy, you'll see a tremendous growth in small-business which will be a tremendous help.
specialty stores
TOP PICK
Trading at about 17 X earnings. A 17/18% grower.Expects accelerated earnings growth next year.
misc industrial products
TOP PICK
Has accelerating earnings next year. Their power business is one of the businesses that is coming back from its slump. The financial services is getting its momentum again.
electrical / electronic
TOP PICK
Has tremendous cash flow. Growing at 26%. Trading at 30 X earnings.
other services
TOP PICK
A play on help-wanted ads picking up. They also benefit with their WB stations and advertising revenues.
publishing / printing
TOP PICK
Feels there will be a mini PC boom with corporate America recycling their PCs. Have a lot of cash and very strong cash flow.
electrical / electronic
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