Small cap ideas:
By James K. Glassman
Sunday, May 23, 1999; Page H01
Thursday in Washington, Fidelity's Peter Lynch, the greatest mutual fund manager of all time, had kind words for small-cap stocks, everyone's whipping boy. "Small companies have big moves," he reminded us. "Big companies have small moves." Robert Pozen, Fidelity's CEO, said that his "go-anywhere" large-cap funds are overweighted in small- and mid-caps. Contrafund, for instance, owns such small companies as Earthgrains Inc. (EGR), a baker. Destiny I owns Papa John's International Inc. (PZZA), a pizza chain.
Meanwhile, Red Chip Review (1-800-733-2447), the small-cap research service, has upgraded D&K Healthcare Resources Inc. (DKWD), a drug distributor, to its top rating. Also rated "A": Building Materials Holding Corp. (BMHC); Advanced Marketing Services Inc. (ADMS), book distributor to discounters, at a P/E of 10; and Tarrant Apparel Group (TAGS), fast-growing private-label clothing manufacturer
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