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National Fuel Gas:
This company searches for and produces natural gas, moves natural gas through pipelines and stores it. National Fuel Gas also runs a utility business. "We want to be involved in companies that are part of the North American natural gas story. ... This one is a little under the radar." Hoops: He's backing Wichita State. "I make out the brackets, and then I always end up rooting for the underdog anyway." Brian Frank -- portfolio manager of the Frank Value Fund in Manhattan Microsoft: The company's servers and Microsoft Office software should propel the business even if the bold new Windows 8 operating system has garnered mixed reviews. And even then, "if you despise Windows 8, you're not going to switch to Linux. You're probably just going to stay on Windows 7. It's still writing Microsoft a check
-- it's just for a different operating system." CA Inc.: The company, formerly known as Computer Associates, writes software for businesses, government agencies and other large organizations. "It's not so much linked to the economy. It's a consistent profit." WellCare Health Plans:
It sells health plans targeted to the government-sponsored programs Medicare and Medicaid. The new health care laws should expand both. "There's very little downside now." Crocs: The maker of the humble, comfy clog can get its cool factor back. It's expanding in more-attractive options like sandals, boots and heels, using its trademark Croslite material as a base. Those shoes can sell at higher prices, and be marketed to people who stand on their feet all day. The company is also opening more of its own stores and growing in international markets. Hoops: He's cheering for Syracuse. "I have some good friends and a lot of clients out there." David Steinberg -- managing partner of DLS Capital in Chicago ChipMOS
Technologies: It tests the chips used with LCD screens and other devices. In an earnings announcement in March, the company said demand kept growing for services related to smartphones and tablet computers. "They're in all the right businesses." Hewlett-Packard:
The company has a CEO, Meg Whitman, who looks like she is the right person for the job after a string of short-lived bosses. HP can push its printers and servers even if people continue ditching personal computers. "The company has basically been crushed and left for dead. It doesn't take a lot
-- it's some basic blocking and tackling by management -- to get this thing back in the right direction." Arch Coal: Environmental regulators in the U.S. are pushing other forms of energy. But even if coal loses ground in the U.S. to rivals like natural gas, countries in emerging markets will still want to buy it. "Coal isn't going to disappear. It's cost-effective. ... Coal will probably be the No. 1 fossil fuel driving global power." BP: The company is still working to redeem itself from the long shadow of the Gulf oil spill. It has sold off assets, restructured businesses and could be approaching the tail end of a long line of lawsuits. "That stock is more than discounted. Once they can see light of day here, they're going to be a big winner." Hoops: He's cheering for Wichita State. "The one that nobody thinks is going to win." Mark Travis -- Lead portfolio manager of the Intrepid Capital Fund in Jacksonville Beach, Fla. Staples: It's focusing on online sales and closing stores in Europe, which shows it has a realistic business strategy. It could also benefit if Office Depot and OfficeMax merge, which they've said they'll do by the end of this year, because the combined new company would probably cut stores. Western Union:
New immigration policies could bring more workers to the U.S., which could mean an increase in the number of people sending money back to home electronically. Big Lots: It sells a range of products, like furniture, groceries and electronics, at deep discounts, and a "business that sells to the masses" is a good investment as long as the jobless rate remains too high. Telephone & Data Systems:
This company provides telecomm services like broadband and landline. Most enticing, though, is its ownership of the bulk of U.S. Cellular, a stake that, if it were sold, would be worth more than TDS's entire stock market value. "Warren Buffett has a concept called
'cigar butt investing' -- finding a cigar butt still lit on the curb and getting the few last puffs out of it." Hoops: He picks Louisville. "(Rick) Pitino is a very good coach."
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