Searching For A Pure Portfolio

ALIC Investment Advisors' Drake J. Craig says strong sales and spic-and-span earnings will lead to growth

Administration, and the departments of Labor and the Treasury. Craig thinks the company can boost sales 15% this year with profits a little less than 20%.

Drake J. Craig’s Private Screening Picks

Company
Exchange: Symbol
Price* 12-18 Month
Price Target
P/E on Projected
2003 Earnings
Est. 5-Yr.
Annual EPS
Growth Rate
Why Stock Will Outperform
Harley-Davidson
(NYSE: HDI)
$37.00 $51 19.6 18.7 Harley’s management is conservative about estimates, but strong brand loyalty should keep earnings growing.
Freddie Mac
(NYSE: FRE)
54.05 73 9.9 13.9 Freddie Mac has adjusted past earnings, which may confuse The Street, but the stock is high quality.
Apollo Group
(Nasdaq: APOL)
45.68 59 39.3 23.1 Apollo Group takes adults back to school, a strategy that makes its University of Phoenix a success.
Fair Isaac & Co.
(NYSE: FIC)
47.58 56 21.4 16.6 Fair Isaac stands to profit in credit scoring, although creditors are more wary of consumer debt.
Affiliated Computer Services
(NYSE: ACS)
44.19 54 18.9 22.0 Computer services outsourcer ACS has scored major accounts with government heavies including NASA.
*AS OF MARCH 5, 2003
SOURCES: DRAKE J. CRAIG, ALIC INVESTMENT ADVISORS; MORNINGSTAR INC.; YAHOO! FINANCE; ZACKS INVESTMENT RESEARCH
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