According to Barron’s that Medtronic (MDT) could be a bargin. It is getting a larger share of the defibrillator market. It is also doing well in remote patient monitoring.
Barnes & Noble (BKS) could be an LBO candidate. The company has excellent cash flow an large investors plus the founding family own a large portion of the shares.
Constellation Energy (CEG) has more than doubled since mid-2004, but with the demand for energy still risin the shares have a 20% upside.
Oracle’s (ORCL) proposed purchase of Hyperion Solutions (HYSL) has cast the light on accounting for software acqusitions. Barron’s technology weekly does not like the way that Nuance Communications (NUAN) and Open Text (OTEX) account for their acquisitions. Balance sheet management may be inflating earnings.
Openwave (OPWV) may be on the market. Its largest shareholder, Harninger Capital, is pushing for changes. Goldman figures the company could be worth $12 to $14.
Synopsys (SNPS) is a big supplier to the computer chip industry. The stock could be worth 25% to 40% more than where it trades.
Douglas A. McIntyre