Contrarian Investor


to the aging water infrastructure. “A lot of repairs are coming down the pipeline. MWA has a large installed base and an excellent distribution network and is a low-cost provider,” Thomason says.

William Thomason Stock Picks

Company Exchange: Symbol

Price*

12-to 18- Month Price Target

P/E on Projected 2006 Earnings

Est. 5-Yr.Annual EPS Growth Rate

Why Stock Will Outperform

Oshkosh Truck Corp. (NYSE: OSK) $43.27 $60.00 13.05 24% Defense Department has increased demand for trucks
IAC/InterActiveCorp. (NASDAQ: IACI) $24.21 $35.00 18.00 14% The company’s business is growing, along with its revenues
Apollo Group Inc. (NASDAQ: APOL) $47.25 $60.00 17.00 42% The stock price has fallen, while the company’s earnings have increased
Micron Technology Inc.(NYSE: MU) $15.82 $22.00 40.00 20% The company has diversified, and its core memory business will get a boost from Microsoft’s new operating system
Mueller Water Products Inc. (NYSE: MWA) $15.55 $24.00 29.00 15% The company will benefit from an increase in repair work to the country’s aging water infrastructure

*as of july 28, 2006. Source: Yahoo! finance and william thomason


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