Long-Term Bunker

Louis A. Holland thinks more turbulence is ahead: The right time for long-term holdings with potential

asset gatherer.” As of July 12, Goldman was selling at 14 times earnings yet was projected to grow profits 16% in the year ahead.

Louis A. Holland’s Private Screening Picks

Company
Exchange: Symbol

Price*

P/E on Projected
2002 Earnings

Est. 5-Yr.
Annual EPS
Growth Rate

Why Stock Will Outperform

Republic Services
NYSE: RSG

$18.22

14.6

11.4%

This waste management firm is poised to do well with a 12% annual growth rate.
Zebra Technologies
Nasdaq: ZBRA

47.67

22.1

17

Zebra is a bar code scanner manufacturer that might get a boost from homeland security measures.
Carnival
NYSE: CCL

27.13

15

13.4

Like most travel stocks, Carnival took a hit after 9-11 even though business has remained strong.
International Speedway
Nasdaq: ISCA

37.68

17.6

17.3

NASCAR is in, so this operator of racetracks looks to do well.
Goldman Sachs Group
NYSE: GS

73.02

16.4

13.9

An aging population is salting away more in savings, always a boon to big names in financial services.
SOURCES: LOU HOLLAND, HOLLAND CAPITAL MANAGEMENT; MORNINGSTAR INC.; YAHOO! FINANCE; ZACKS INVESTMENT RESEARCH
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