From Barron's 6-4-07: "Stock near its 52-week low; longer-term growth prospects remain attractive. BECN is [among the] three largest distributors of residential and nonresidential roofing materials and complementary building supplies in [N. America]...We believe the stock has overreacted to weak residential new-construction market, which represents only 20% of BECN's business. [Beacon's] solid underlying fundamentals [include]: continued growth in reroofing market, supported by aging housing stock; growing national presence; added focus on healthy nonresidential area; improving profitability Target: 22."

From Barron's 6-4-07: "Fiscal 1Q07 loss [was] 42 cents per share [compared with] our estimate of a 30-cent loss/consensus 29 cents. Sales fell 12%...BBA closed 24 stores...[T]he more critical issue is BBA's [deteriorating] cash position...[We figure] cash burn, excluding financing and balance-sheet-management decisions, was $30 million[-plus] in the quarter...By F3Q07, Bombay must either find new sources of capital, or dramatically improve its operating performance. Management [says] a strategic review is making progress...the annual report filed May 4 included "going-concern" opinion from the auditors and [said] NYSE issued delisting notice. We...encourage investors to avoid the stock [and] think it increasingly unlikely Bombay Co. will survive in its current form."

From Barron's 6-4-07: "[We] upgraded the stock of this expense-management/travel company to Buy from Hold [about] three weeks ago, after CNQR easily beat street estimates for 2Q and reported pro forma oper[ating] earnings in the period increased more than 70% year/over/year. Interest in companies like CNQR with on-demand business models has heated up with recent talk of a relationship between Google and Salesforce.com. We'd continue to buy CNQR on any pullbacks with a current target of 22."

From Barron's 6-4-07: "Target: 40. Organic revenue growth should accelerate to 6% in 2007, from 4% in 2006...Better promo[tion] of higher-margined specialty products could drive upside to our forecasts...[This dental-supply manufacturer is riding] strong and consistent global dental-utilization trends....Our FY07 Ebitda [earnings before interest, taxes, depreciation and amortization] growth forecast of 7% is below bottom end of management's 12% to 15%."

From Barron's 6-4-07: "Target 45. Forest Oil [recently] announced [sale of] its Alaska assets to Pacific Energy for $464 million of consideration: $448 million in stock and $16 million of PEGX shares. We consider the sale a home run for Forest, having expected a sale price closer to $400 million and having worried about [its] finding a buyer. The sale of Alaskan assets more than covers the nonrecourse debt that was loaded onto the asset base ...we do not foresee tax liability...And this $2.3 billion market-cap producer [will] become gassier, with $1.6 billion acquisition of Houston Exploration."

From Barron's 6-4-07: "Shares still inexpensive with price/earnings ratio is 9 times...Our target of 14 assumes the shares can attain P/E of 16 times '08 EPS...[We foresee] imminent departure of many of SEED's competitors...The company currently produces roughly 97 hybrid seeds with well 100+ in the early, mid- and late stages of government-approval process....the company still believes $80 to $90 million top line is achievable for this fiscal September year end. Our projection remains at $92.9 million, but we have lowered our margin assumptions, resulting in EPS of 65 cents, down from 72 cents."

From Barron's 6-4-07: "Target 28. We remain attracted to the long-term prospects of SFD, but are concerned short-term by disadvantages of vertically integrated model when corn prices soar. Fiscal 4Q guidance in the 30-cent to 35-cent range is no big shock to us (we remain at 32 cents) on tough pork-processing in April and higher feed costs in both hog production and cattle feeding.... Acquisition of Premium Standard Farms actually further leverages SFD earnings stream to corn costs. We continue to see dilution from this deal in first year...Hedges may be in place for fiscal 2008 that may limit the feed-cost impact to $300 million, but that might not include cattle-feeding joint venture, which is big."