Interface"John Rogers, of Ariel Capital, picks Interface...


December 26, 1990|By Opinions on stocks offered by investment experts. Compiled by Seve Halpen for Knight Ridder


"John Rogers, of Ariel Capital, picks Interface (IFSIA, OTC around $9) as his current favorite.

"The firm holds 45 percent of the world market for carpet tiles. Interface has fallen on hard times of late; investors have sold the stock due to fears that a softening economy will lead to a slowdown in sales. According to Rogers, however, the firm's geographic diversity should help in any downturn . . . He expects earnings to rise modestly this year from $1.27 to $1.30 a share and then jump to $1.45 a share in 1991 . . . the stock is a buy."

A&W Brands

"Mary Farrell of Paine Webber selects A&W Brands (SODA, OTC around $32) as her current favorite.

"Sales and earnings gains for this soft-drink maker are continuing to rise. Nevertheless, the market has chopped 22 percent off the stock's value over the past six months. Although root-beer wars have heated up in key markets like New York, Farrell notes that growth in the company's overseas operations should more than offset competitive pressures at home . . . Overall, she considers the stock a good, defensive play."


"Amplicon (AMPI, OTC around $7) is the top pick of money manager Binkley Shorts of Wellington Management.

"The company is one of only two viable publicly traded companies left in small-ticket business-machine leasing. The firm, whose 2,000 customers rent items ranging from computers to telephone equipment, boasts low expenses and plenty of cash . . . He looks for earnings of $1.10 in fiscal 1991. With a book value of $8 per share and no hidden surprises, he considers the stock price to be very cheap."


"Mario Gabelli, of Gabelli Asset Management, picks Kollmorgen (KOL, NYSE around $7) as his current favorite.

"The company makes servo motors, used in many manufacturing applications. He believes the company is a beneficiary of an expected cyclic change in the 1990s which will favor industrial firms over the consumer companies that were so popular over the past decade . . . the company's business could earn $1.50 pretax . . . the firm's war chest could be used for acquisitions."

Baltimore Sun Articles
Please note the green-lined linked article text has been applied commercially without any involvement from our newsroom editors, reporters or any other editorial staff.