Going For Growth - Page 2 of 2

Going For Growth

growth from 2003 to 2004, causing its net income to grow from $57.4 million to $100.2 million. “This company’s growth reflects higher income not only from existing customers but from new clients,” Small observes. “By providing on-site technical account management teams to implement solutions and fix problems, they have a value-added component to their business that helps them stay competitive.”

ERIC SMALL’S Stock Picks

Company Exchange: Symbol Price* 12- to 18- Month Price Target P/E on Projected 2005 Earnings Est. 5-Yr. Annual EPS Growth Rate Why Stock Will Outperform
Aetna Inc. (NYSE: AET) $153.93 $195.00 17.00 15.00% There will be greater demand for Aetna’s services as America’s elderly population increases.
Valero Energy Corp. (NYSE: VLO) $72.80 $90.00 13.50 7.10% Valero is poised to benefit because the demand for fuel-refining services surpasses the supply.
Coach Inc. (NYSE:COH) $59.42 $75.00 28.00 20.00% Coach will benefit from increased consumer spending as the economy recovers.
Cognizant Technology Solutions Corp. (NASDAQ: CTSH) $48.20 $65.00 37.10 33.00% Cognizant’s on-site technical account management teams help it stay competitive.
Apple Computer Inc. (NASDAQ: AAPL) $42.35 $65.00 41.00 21.50% Sales of products such as the iPod will continue to increase Apple’s revenues.
AS OF MARCH 7, 2005