BB&T Capital analyst Holden Lewis recommends buying Timken (TKR):

a. He believes investors are focused on the U.S. auto industry woes, blinding them to stable conditions in the larger portion of the business (non-auto bearings, steel) and better execution on the myriad margin opportunities available.

b. Lewis thinks TKR should start to farm investments in IT (Project One), Asian, and aerospace for margins.

c. Sees potential for upside over his forecast horizon based on executing on the margin opportunities at hand.

d. He has a $40 price target on the stock.

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PALI RESEARCH analyst Richard Greenfield recommends SELLING Time Warner Cable’s (TWC):

a. competition ramping (particularly in NYC) and a weakening economy driving people to listen to competing offers more closely.

b. TWC does not appear to be well-prepared for Verizon’s (VZ) FIOS TV service in NYC.

c. Adjusting for $10.27 dividend TWC will pay at yearend 2008, he has target price of $13.50 ($23.77pre-dividend)

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