Barron’s collected the opinions of ten market observers this weekend. Following is a summary of one of these investors’ calls on the market. What do you think of their selections? Be sure to stay tuned for an analysis of the other nine pundits’ calls.
Oscar Schafer: Oscar Schafer is the Managing Partner of O.S.S. Capital Management LP.
- Xerox (NYSE:XRX): About the company: Xerox Corporation develops, manufactures, markets, services, and finances a range of document processing products and services for use in offices around the world. The Company also, through subsidiaries, provides network management, consulting, design, and integration services for medium and large companies. Competitors include: Ricoh Company Ltd. (RICOY), Oce N.V (OCENY), FUJIFILM Holdings Corp. (FUJIY), Canon, Inc. (NYSE:CAJ), Pitney Bowes (NYSE:PBI), Chyron Corporation (NASDAQ:CHYR), and Hewlett-Packard (NYSE:HPQ).
- TE Connectivity (NYSE:TEL): About the company: Tyco Electronics Ltd. provides engineered electronic components, network solutions, undersea telecommunication systems, and wireless systems. The Company designs, manufactures, and markets products for customers in industries ranging from automotive, appliance, and aerospace and defense to telecommunications, computers, and consumer electronics. Competitors include: Molex Corporation (NASDAQ:MOLX), Amphenol Corporation (NYSE:APH), Thomas & Betts Corporation (NYSE:TNB), AVX Corporation (NYSE:AVX), Method Electronics, Inc. (NYSE:MEI), Littelfuse, Inc. (NASDAQ:LFUS), and Corning Inc. (NYSE:GLW).
- Salix Pharmaceuticals (NASDAQ:SLXP) About the company: Salix Pharmaceuticals, Ltd. develops and markets prescription pharmaceutical products for the treatment of gastrointestinal diseases. The Company markets its products to gastroenterologists in the U.S. through its own specialty sales force. Competitors include: Pfizer, Inc. (NYSE:PFE), Watson Pharmaceuticals (NYSE:WPI), Abbott Laboratories (NYSE:ABT), Progenics Pharmaceuticals (NASDAQ:PGNX), Merck & Co. (NYSE:MRK), Teva Pharmaceutical Inc. (NASDAQ:TEVA), Santarus Inc. (NASDAQ:SNTS), Perrigo Company (NASDAQ:PRGO), Mylan Inc. (NASDAQ:MYL) and Taro Pharmaceutical (TAROF).
(Note: All the original Barron’s article can be seen here. Selected financial data is taken from Yahoo! Finance. All data are assumed to be accurate.)
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