Highlights From Feb 07 Kiplinger’s, 10 Stocks for 07:
Atrion Corporation
EMCOR Group, Inc.
SkyWest, Inc.
Universal Forest Products, Inc.
Mar 07 Smartmoney’s
Emerging Market Infrastructure:
Cemex S.A. B de C.V. (ADR)
Re-insurers:
RenaissanceRe Holdings
Willis Group Holdings Limited
XL Capital Ltd.
The Kips' stocks check out pretty good from both an earnings and equity standpoint, and you have got to like the small market cap of Atrion (though it is expensive just now). Of the 4 (and all the rest really) SkyWest has the best earnings and equity growth, but, invest in a regional Airline? Hard to do. The Mexian Cemeant "Cemex" is a bit unpredictable, but cement is good right now, a hard bet for the long term though. And finally, great equity growth for the re-insurers, sporadic earnings, which is likely tied to mother natures vote each year, some some other nuance of insurance that might be worth exploration.
I'll add Atrion, SkyWest, and RenaissanceRe Holdings (the smallest of the re's) to the watch list.
