January 15, 2007 BARRON'S 35 844937 844950 We ...

[Pages:2]2006 Roundtable Report Card

Below you will find the Roundtable members' investment picks and pans for 2006. Most of the Barron's Roundtable panelists are active money managers, and thus take no pledge to stick by the stocks and opinions they offer up at the start of each year. As circumstances change in the financial markets, so must they. For those who want to keep score, however, here's how their ideas performed through Dec. 29. You'll find June 2006 Midyear Roundtable Report Card, free of charge, at .

Scott Black's Picks

American Eagle Outfitters CCA Industries Georgia Gulf Gerdau Ameristeel DryShips Whiting Petroleum

Ticker

AEOS CAW GGC GNA DRYS WLL

PRICE

1/6/06

12/29/06

$16.06 8.95

31.42 6.12 13.65

42.78

$31.21 11.54 19.31 8.92 18.01 46.60

Abby Joseph Cohen's Picks

Ticker

iShares MSCI Japan Idx. Fd. Novartis General Electric Cisco Systems Amdocs Microsoft

EWJ NVS

GE CSCO

DOX MSFT

PRICE

1/6/06

12/29/06

$14.19 54.79 35.47 18.77 27.90 26.91

$14.21 57.44 37.21 27.33 38.75 29.86

Marc Faber's Picks

Ticker

Asian Real Estate IOI Prop Berhad (Malaysia)

IOIP MK

Suntec REIT (Sing.)

SUN SP

Macquarie MEAG Pr REIT (Sing.) MMP SP

Rojana Ind Park (Thailand)

ROJANA TB

Ticon Ind Connection (Thailand) TICON TB

Short Philadelphia Housing Sector Idx HGX

Volatility CBOE Volatility Idx

Taiwan iShares MSCI Taiwan Idx Fd.

VIX EWT

Malaysia iShares MSCI Malaysia Idx Fd.

EWM

U.S. Pharmaceuticals Merck Schering-Plough Pfizer

MRK SGP PFE

Airlines Deutsche Lufthansa

LHA GR

Turnaround KarstadtQuelle

Short U.S. Dollar Index 30-year Treasury bond

KAR GR DXY

PRICE

1/6/06

12/29/06

7.60 ringgit S$1.10 S$0.95

9.80 baht 12.80 baht

9.50 ringgit S$1.82 S$1.17

14.10 baht 18.50 baht

267.43

235.5

11.00

11.56

$13.21

$14.51

6.97

9.10

33.12 20.56 24.85

43.60 23.64 25.90

OE12.99

OE20.84

OE15.45

OE21.85

88.91 yield 4.56%

83.65 yield 4.81%

Change 94.3% 28.9 -38.5 45.8 31.9 8.9

Change 0.1% 4.8 4.9

45.6 38.9 11.0

Change

25.0% 65.5 23.2 43.9 44.5

-11.9%

5.1%

9.8%

30.6%

31.6% 15.0

4.2

60.4%

41.4%

-5.9%

Mario Gabelli's Picks

Skyline* Westar Energy Groupe Danone Flowserve Kaman Sequa Rolls Royce Hilton Group** Ameriprise Financial Watts Water Tech ITT Industries***

Ticker

SKY WR BN FP FLS KAMN SQA/A RR/LN LAD LN AMP WTS ITT

PRICE

1/6/06

12/29/06

Change

$38.05 21.29 88.25

$41.58 19.82 74.20

443 pence 363 pence $43.60

31.59 53.44

$40.22 25.96 114.80 50.47 22.39 115.06 447.75 pence 418.25 pence

$54.50 41.11 56.82

11.0% 21.9 30.1 21.4 13.0 55.1

1.1 6.8 25.0 30.1 6.3

Bill Gross' Picks

Ticker

BlackRock Glbl Float Rate Inc Tr BGT

Pimco Corp Inc Fund

PCN

iShares MSCI EAFE Idx Fund

EFA

PowerShares FTSE RAFI US 1000 PRF

PRICE

1/6/06

12/29/06

$17.33 15.05 62.45 50.66

$19.27 16.17 73.22 58.02

Change

20.2% 17.3 17.2 14.5

Fred Hickey's Picks

Short NetLogic Microsystems SanDisk Intel

Ticker

NETL SNDK

INTC

Long streetTRACKS Gold Shares Canadian Dollar Canada 3.75% Gov't Bond 3Com

GLD

price 99.66 COMS

PRICE

1/6/06

12/29/06

$28.75 73.95 26.31

$21.69 43.03 20.25

$53.72 $1=C$1.17

yield 3.77% $4.03

$63.21 $1=C$1.17 price 99.57

$4.11

Change

-24.6% -41.8 -23.0

17.7% 0%

yield 4.06% 2.0

Archie MacAllaster's Picks

Ticker

Capitol Bancorp Bank of America Allstate National City Fidelity National Title Doral Financial Old Stone

CBC BAC ALL NCC FNF DRL OSTN

PRICE

1/6/06

12/29/06

$38.19 46.57 54.84 34.39 23.79 11.25 2.90

$46.20 53.39 65.11 36.56 23.88 2.87 0.60

Change

21.0% 14.6 18.7 6.3 0.4 -74.5 -79.3

John Neff's Picks

Huntsman YRC Worldwide Citigroup D.R. Horton

Ticker

HUN YRCW

C DHI

PRICE

1/6/06

12/29/06

$18.77 48.07 48.62 37.25

$18.97 37.73 55.70 26.49

Change

1.1% -21.5 14.6 -28.9

Art Samberg's Picks

Monsanto Research In Motion Tenaris Foster Wheeler Chesapeake Energy XTO Energy Everest Re Group Axis Capital Holdings

Ticker

MON RIMM

TS FWLT

CHK XTO

RE AXS

PRICE

1/6/06

12/29/06

$40.78 72.37 24.85 38.96 32.35 44.18

102.29 31.65

$52.53 127.78 49.89 55.14 29.05 47.05 98.11 33.37

Change

28.8% 76.6 100.8 41.5 -9.9

6.5 -4.1 5.4

Oscar Schafer's Picks

CBS Tyco International FNX Mining Flamel Technologies Schwarz Pharma

Ticker

CBS TYC FNX CN FLML SRZ GR

PRICE

1/6/06

12/29/06

$27.23 29.98 C$14.79 $19.72 53.10

$31.18 30.4

C$18.27 $29.95 95.87

Change

14.5% 1.4 23.5 51.9 80.5

Meryl Witmer's Picks

Chaparral Steel Walter Industries Deckers Outdoor Rolls Royce Goodman Fielder

Ticker

CHAP WLT

DECK RR/LN GFF AU

PRICE

1/6/06

12/29/06

Change

$14.84 25.54 30.95 443 pence A$2.09

$44.27 27.05 59.95

447.75 pence A$2.22

198.4% 5.9

93.7 1.1 6.2

Felix Zulauf's Picks

Oil Oil Service HOLDRS Trust

Gold Miners Newmont Mining Gold Fields Harmony Gold Mining Glamis Gold Lihir Gold

Palladium Norilsk Nickel H

Turnaround KarstadtQuelle

Ticker

OIH

NEM GFI

HMY GLG LIHR

NILSY

KAR GR

PRICE

1/6/06

12/29/06

$140.00

$139.66

$57.70 19.65 14.35 29.81 17.42

$45.15 18.88 15.75 45.07 24.69

$101.75

$160.00

$15.45

$21.85

Change

-0.2%

-21.8% -3.9 9.8 51.2 41.7

100.7%

41.4%

*Percent change includes a $2 special dividend **Name changed to Ladbrokes; percent change includes 240p dividend and adjustment

for a 6-for-17 split ***Name changed to ITT Corp. Total Return Name changed to Fidelity Nat'l Financial Price reflects Mueller

Water spinoff HPercent change reflects Polyus Gold spinoff

Source: Bloomberg

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