From Barron's 4/2/07 "The production problems, including an unstable roof at a deep-shaft mine, have been solved, and Walter is on track to produce up to seven million tons of coal this year. That could help lift profits 17% to $170 million, or $3.06 a share...In the next five years, analysts estimate that Walter can increase earnings per share at a 15% clip, fueled in part by strong demand for the company's main product, metallurgical coal, pricey commodity used mainly in steel production. Walter has up to 20 years of met-coal reserves and is expanding capacity to meet rising demand."

From Barron's 4/2/07 "The recent drama has left Broadcom shares, at a recent 31, trading at a reasonable 21 times 2008's projected earnings, near its lowest multiples of the last two years, even as McGregor leads the company's advance into the fastest-growing market for semiconductors, the cellphone...The company's price-earnings multiple for next year is higher than, say, Intel's, at 17 times, but it is far below the 32-times forward earnings at which the stock has peaked during the last two years. Based on that multiple, the stock could have upside to $48 over the next 12 months, some 50% above the current price."

From Barron's 4/2/07 "HP is no longer chasing market-share at any cost. The company's increased use of AMD semiconductors has given it more leverage over Intel and lowered the cost of its processors. Cost-cutting, including the reduction of jobs, certainly helped improve margins -- as did lower warranty expenses due to higher quality production, says Bernstein Research. In addition, both HP's unit and revenue growth have increased thanks to stronger overseas sales...Demand for higher-priced notebook computers is strong in many foreign markets, especially India where HP is the top foreign PC brand, Bradley says. What's more, HP's presence in international and consumer markets should continue to be an advantage as they take a larger slice of global PC sales."

From Barron's 4/2/07 "Former short-seller Matthew L. Feshbach is going long in La-Z-Boy as the furniture retailer embarks on a restructuring plan to beat tough economic conditions...La-Z-Boy has a great brand, good management [and] is in a difficult situation with the stock trading near its nine-year low." "As a long-term player, Feshbach likes to pick up stocks that operate difficult businesses. "We find companies that are going through transformations run by people that we believe we are in alignment with," he says. Feshbach also likes the company's 80-year history and "strong" balance sheet."