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To: Rarebird who wrote (26703)12/28/2005 12:57:57 PM
From: Bill Harmond  Respond to of 57684
 
CPS: Our Top Pick For 2006
We are establishing ChoicePoint as our top pick for 2006. We anticipate continued strong business trends next year, particularly within Insurance Services and Workplace Solutions. Additionally, the company's investment in a commercial insurance contributory database represents a significant and under-appreciated long-term growth opportunity, in our view. We also anticipate P/E multiple expansion as the pending data breach investigations are resolved and the associated investor concerns dissipate. We initiate a FY07 EPS estimate of $2.33 and reiterate our Buy rating and $50 price target.


Glenn Greene, CFA - Business Process Services - 312-201-3131 - ggreene@thinkequity.com



To: Rarebird who wrote (26703)12/28/2005 1:58:41 PM
From: Elroy  Read Replies (1) | Respond to of 57684
 
""Approaching yearend, the average among more than 4,000 stock funds tracked by Bloomberg has trounced the Standard & Poor's 500 Index, the stock index most commonly used as a performance measuring stick. Through the end of last week, the average equity fund was up 10 percent, while the S&P 500 had gained 6.4 percent, including dividends."

I hadn't read this or tracked the average equity fund. If they are all US funds it sounds amazing. If they include Europe (up ~17%) and Japan (up > 40%) funds, or "worlwide" finds, then it isn't so amazing since the US has trailed the rest of the world. Usually US funds lose to the S&P, so if I'm to believe the average US equity fund is up 10%, I would like to know why......any idea?

PS I rarely if ever listen to CNBC for more than a minute or two, execept to get data. Bloomberg Business Radio is much better. It's more objective, with a lot of diverse commentary and more interesting guests.

I don't listen to either.