Growth or Value? These five stocks give you both
Dorfman's take: Atlas Air Worldwide Holdings Inc. Ticker:(AAWW) is out of favor. The Purchase, New York-based company is a major air freight carrier and also does charter flights for companies and the U.S. military. Naturally, Atlas is cyclical, rising and falling with the tides of the economy. Investors distrust the economic recovery, fearing that it soon will fizzle. So they accord Atlas a multiple of only 14 times earnings and slightly more than one times revenue. Since I am more bullish on the U.S. economic recovery than most of my compatriots are, I think the stock should do well. Also, many Asian economies are strong now, and Atlas gets almost half of its revenue there.