2. Tiffany & Co. ( TIF) sells fine jewelry.

Quarter: First-quarter profit nearly tripled to $64 million, or 50 cents, as revenue increased 22%. The operating margin widened from 12% to 17%. Tiffany & Co. has $674 million of cash and $760 million of debt, equaling a debt-to-equity ratio of 0.4.

Stock: Tiffany & Co. has risen 69% during the past 12 months, beating U.S. indices. It trades at a price-to-projected-earnings ratio of 15, on par with its specialty retail peer average. Its PEG ratio of 0.8 signals a 20% discount to estimated fair value.

Consensus: Of firms covering Tiffany & Co., 16, or 73%, rate its stock "buy" and six rank it "hold." None rate it "sell." Jefferies ( JEF) offers a target of $61, leaving a potential return of 38%. HSBC ( HBC) speculates that the stock will rise 36% to $60.

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