Commentary

Jordan Rohan's Stock Pick

During his keynote this morning, RBC Capital Markets analyst Jordan Rohan issued his SIS stock recommendation: Bankrate.com -- trading at $41 Consistent performance Best in class management team Shrugged off weakness in subprime business Trades at 11.5X 2008 ebidta, peer universe at 14x 21x EPS; peers trade at 27x Catalysts: lending tree partnership blossoms in 2H07 Paid search initiative continues to deliver impressive ROI Gradual recovery in mortgage industry Easier comps vs. 2006
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