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News on Stocks in Our Portfolios
A positive write up on Medivation (10 Bagger):
http://www.thestreet.com/_htmlbooyah/newsanalysis/biotech/10383640.html
C.R. Bard (Dividend Growth Portfolio) is buying back $500 million in stock.
EPS: 2006 $3.29, 2007 $3.75, 2008 $4.25; DVD: $.58 YLD 0.7%
http://finance.yahoo.com/q?s=BCR
Forward Air (Aggressive Growth Portfolio) is revising third quarter earnings per share guidance from $.42 to $.35-.37.
EPS: 2006 $1.55, 2007 $1.55, 2008 $1.85; DVD: $.28 YLD 0.8%
http://finance.yahoo.com/q?s=FWRD
A FDA panel recommended that the agency approve a Medtronic (Aggressive Growth Portfolio) drug coated stent. If MDT receives final approval, it will be marketing positive against its rivals (Johnson & Johnson--Dividend Growth Portfolio--and Boston Scientific) in this market.
EPS: 2006 $2.41, 2007 $2.70, 2008 $3.05; DVD: $.47 YLD 0.9%
http://finance.yahoo.com/q?s=MDT
EPS: 2006 $2.23, 2007 $1.90, 2008 $3.10; DVD: $.24 YLD 0.6%
http://finance.yahoo.com/q?s=BTU
Hershey (Dividend Growth Portfolio) is reported to be in talks with Cadbury regarding the acquisition of one by the other although it is not clear who would be buying whom. The last year has witnessed a slowdown in revenue growth and the Board (Hershey Trust) needs to take action to re-invigorate sales growth.
EPS: 2006 $2.34, 2007 $2.25, 2008 $2.45; DVD: $1.15 YLD 2.3%
http://finance.yahoo.com/q?s=HSY
WalMart (Dividend Growth Portfolio) reported September sales grew 1.4% but more importantly raised its third quarter earnings estimate 6%.
EPS: 2006 $2.92, 2007 $3.17, 2008 $3.50; DVD: $.83 YLD 2.0%
http://finance.yahoo.com/q?s=WMT
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