A Big Picture Portfolio

Comerica's Perry Cabean says trends do a lot to drive stocks upward

Communications have overlooked. Cabean says the stock is relatively cheap and has weathered a rough time for its industry.

Perry Cabean’s Private Screening Picks

Company
Exchange: Symbol

Price*

12- to 18-month
Price Target

P/E on Projected
2002 Earnings

Est. 5-Yr. Annual EPS
Growth Rate

Why Stock Will Outperform

Apollo Group
Nasdaq: APOL
$55.13 $58

46.2

23.8

Online education provider is raising tuition revenues and boosting profits.
Tenet Healthcare
NYSE: THC
71.24 78

22.7

17.4

Tenet is growing sales by expanding services offered in its hospital system.
Avon Products
NYSE: AVP
56.61 62

24.2

11.8

Avon is winning over new customers worldwide, particularly in East Europe and Asia where sales are booming.
Pitney Bowes
NYSE: PBI
43.63 48

17.3

10.6

Pitney Bowes is moving beyond postage meter sales into more secure ways of sending and sanitizing mail.
Alltel
NYSE: AT
51.82 59

15.3

10.8

Rural telephone service provider is unloved but deserving of a higher share price given its solid business.

Sources: perry cabean, comerica Bank; Morningstar Inc.; Zacks Investment Research
*As of April 11, 2002

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