Beating the Bear

Our panel of experts offers thebest strategiesto protect your wealth in today's market

valign=”middle”>Stock (Exchange: Ticker)  Stock 
Price** Convert.
Price** Bond.
Yield Conversion
Premium Barnes & Noble (NYSE: BKS] $40.66 $143.50 3.66% 14.79% Venator ( NYSE: Z) 17.83 131.88 4.17 16.91 School Splty (Nasdaq: SCHS) 38.80 109.84 5.46 23.16 *As of 8/15/01 Source: KynexBarnes & Noble. “Barnes & Noble is one of my holdings.Everyone knows it’s a household name. I think it fits in with the demographic push [relating to] the baby boomers. I think [baby boomers are] some of the better educated people in American culture, at this point.”

Venator. “Another pick of ours is Venator, which operates retail stores: Foot locker, Lady Foot Locker, Kids Foot Locker, Champs Sports. It’s also a direct marketer that was once a part of the old Woolworth’s department store chain.”

School Specialty Inc. “School Specialty is a new issue in which we just participated. It distributes educational supplies and furniture for pre-K through 12. It supplies these materials to school districts, administrators, and teachers through its catalogues.”

Michael ray
Legg Mason Funds Management

Stock (Exchange: Ticker) 

Price at
Recommendation* 

5-Year
Estimated
EPS Growth
Rate 

Citigroup (NYSE: C) $49.64 14.5%
SBC Communications (NYSE: SBC) 44.52 10.7
Gateway (NYSE: GTW) 11.03 13.8
*As of 8/10/01 Source: Zacks.comCitigroup Inc. “Citigroup is a 14% grower, long term. They derive about a third of their earnings from corporate i
nvestment banking, a third from retail banking, and [the] last [third] from insurance and asset management. I think that as the synergies become apparent between the merger of the bank and Salomon Smith Barney, corporations, in particular, will use Citigroup as kind of a one-stop shop.”

SBC Communications Inc. “SBC is the old Southwestern Bell. Here you get a unique component in that I think all of us have seen the proliferation of ads for Cingular Wireless. Cingular is a wholly owned subsidiary of SBC. With the third generation of wireless products here, coming in the next six months to a year, we think that that leaves room for a lot of price improvement at SBC.”

Gateway Inc. “On my PC recovery theme, we’ll put Gateway into the mix. Gateway is a unique animal in that they have both direct sales to customers and they also have a retail channel. As far as the competition goes, Gateway will definitely be one of the survivors in that space.”

Mark Lay
MDL Capital Management

Stock (Exchange: Ticker) 

Price at
Recommendation* 

5-Year
Estimated
EPS Growth
Rate 

Veritas Software (Nasdaq: VRTS) $38.66 39.9%
Wal-Mart (NYSE: WMT) 53.60 14.4
Lucent (NYSE: LU) 6.51 13.9
*As of 8/10/01 Source: Zacks.comVeritas Software. “Veritas is attractive because memory and storage is a very big area that continues, in my opinion, to have significant growth potential. Most [analysts] have Veritas’ five-year growth rate around 47%, growing substantially faster than the marketplace. They are just [in] software, which, in my opinion, makes them attractive down the line as a potential takeover candidate.”

Wal-Mart Stores. “Consumers continue to spend. Where do we go to shop? Wal-Mart. With the tax rebate, that type of money will find its way into Wal-Mart’s hands. Wal-Mart is a stock currently trading near its [52-week]

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