Champion: About To Be A Champ?

Money manager Eric Kuby isn't upbeat at all on the market, so he has been extremely careful in picking stocks for the $100 million portfolio of Rodman & Renshaw Capital Group, of which he's chief investment officer. Kuby searches for the unpopular but undervalued company with hard assets--and little Street following. One of his first picks this year, Universal Matchbox Group, ended up being taken over recently by Tyco Toys, at 10 3/4 a share. The stock was trading at 5 in March when it caught Kuby's eye.

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