Bill Martin and Matt Ragas Recommend the Following Stocks: Duke Energy, ValueClick, and TMP WorldWide.Business Editors CHICAGO--(BUSINESS WIRE)--Feb. 18, 2003 Has the market left you with a pain in your wallet? Bill Martin and Matt Ragas know how you're feeling and have polled their subscriber base to learn more. Get their findings on the mood of investors plus several stocks in their portfolios that should have more energetic futures. Read about Duke Energy (NYSE NYSE See: New York Stock Exchange :DUK DUK Duke Energy Corporation (stock symbol) DUK Dead Upon Keyboard ), ValueClick (NASDAQ NASDAQ in full National Association of Securities Dealers Automated Quotations U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on :VCLK VCLK Video Clock VCLK Virtual Clock VCLK Value Click ), and TMP TMP (thymidine monophosphate): see thymine. WorldWide (NASDAQ:TMPW). Click here for the full story exclusively on Zacks.com: http://featuredexpert2bw.zacks.com/ Here are the highlights from the Featured Expert column: Bill and Matt came away from Duke Energy's (NYSE:DUK) presentation at the UBS UBS Union Bank of Switzerland UBS United Bible Societies UBS United Blood Services UBS United Buying Service UBS Used Bookstore UBS University Business Services UBS Universal Building Society (UK) UBS Ulaanbaatar Broadcasting System Warburg Natural Gas and Electric Utilities conference feeling that, while the company still faces clear operational challenges this year, it remains on solid footing. Bottomline, while Bill and Matt hate the pain they've suffered in DUK to date, they're not buying into the current panic and running for the exits. This stock is clearly not for the faint of heart right now, but they assumed 2003 was going to be another rough year for this company. Longer term, there's no reason DUK shouldn't regain its operating momentum and re-win the confidence of the street as the rumors quiet down, resulting in a much higher stock price. ValueClick's (NASDAQ:VCLK) fourth quarter results provided a nice and much needed breath of fresh air. The e-marketing firm reported its first true GAAP GAAP See: Generally Accepted Accounting Principles GAAP See generally accepted accounting principles (GAAP). operating profit Operating profit (or loss) Revenue from a firm's regular activities less costs and expenses and before income deductions. operating profit See operating income. , exceeding expectations, and gave an upbeat outlook for 2003. VCLK is a holding in the high risk, high return Babe Ruth model portfolio. Looking ahead, VCLK expects 2003 sales of $80 million (with 60% of sales coming from technology) and net income of 6 cents per share Cents per share The amount of a mutual fund's dividend or capital gains distributions that a shareholder will receive for each share owned. . Bottomline, these are very good results from VCLK, and this stock remains dirt cheap Adj. 1. dirt cheap - very cheap; "a dirt cheap property" cheap, inexpensive - relatively low in price or charging low prices; "it would have been cheap at twice the price"; "inexpensive family restaurants" , as it is still trading at a slight discount to its cash on hand. In other words Adv. 1. in other words - otherwise stated; "in other words, we are broke" put differently , you can basically still buy a growing $70-$80 million revenue business, that's now truly GAAP profitable and which has run rate cash flow of over $12 million. The most important takeaway from TMP WorldWide's (NASDAQ:TMPW) conference call is that the company's core growth driver, Monster.com, is sound and healthy. Despite the strong growth from Monster, and even keel performance at its other divisions, TMPW's primary Achilles heel Achilles heel Noun a small but fatal weakness [Achilles in Greek mythology was killed by an arrow in his unprotected heel] Achilles heel n → talón m de Aquiles remains its staffing business. This business, which will be spun off at the end of March along with TMPW's executive recruitment arm, lost $20 million in Q4 (-13 cents), and dragged TMPW as a whole into the red (-5 cents EPS (Encapsulated PostScript) A PostScript file format used to transfer a graphic image between applications and platforms. EPS files contain PostScript code as well as an optional preview image in TIFF, WMF, PICT or EPSI, the latter being an ASCII-only format. ) for the quarter. Whereas Monster and the other divisions hit their numbers, staffing missed its revenue targets by 10%. In other words, if you strip out the staffing and executive recruitment businesses that will soon be spun out, TMPW's remaining Monster and other divisions should generate close to $650 million in revenues in 2003, with north of $85 million in operating profits. With TMPW's market cap now at less than $1 billion, or 20x currently depressed cash flow (due to investments and the weak economy) and just 1.5x sales, this company is looking like a tasty bargain. Get much more of Bill Martin and Matt Ragas' information on these companies plus Part II of their Investor Pain Survey results, and the complete "5 Must Own Bargain Stocks fro 2003" special report, by clicking: http://featuredexpert3bw.zacks.com/ About Zacks Featured Experts To be a successful investor you need professional advice. Experts who know what they're talking about and can help you achieve your financial goals in good markets...and especially in bad ones will help you improve your portfolio. That is why Zacks Investment Research Zacks Investment Research A firm that compiles earnings estimates and brokerage firm investment recommendations for thousands of publicly traded firms. has assembled the best investment experts in the business to offer their powerful advisory newsletters to you on all the major investment topics: Stocks, Mutual Funds, Bonds, Options, Futures etc. Recommendations from Featured Experts Highlighted in FREE Investment Newsletter The best way to tap into the powerful advice from these experts is through our free weekly e-mail newsletter, "Profit from the Pros". Each week we highlight several Featured Experts in this free e-mail newsletter. 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