Feb 1, 2004
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| FAST TRACK |
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Let's Hear it for Health
We love buying growth industries, or growth stocks, when they're out of favor. By holding onto them patiently, you ultimately benefit from growth in earnings and expanding P/Es alike as Wall Street falls in love with the stocks all over again. Right now, with investors busy chasing technology stocks, health care is being spurned. But health care is an undeniable growth area: people are living longer, baby boomers are aging, and pharmaceuticals and various medical products…
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| BACK PAGE |
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Taxes: The Lowdown on Losses
The saying "nothing is certain but death and taxes" could be amended to: "nothing is certain but death, taxes, and taxpayers' unswerving desire to keep their taxes as low as possible." No one likes to pay taxes, and everyone is looking for legal ways to cut them. But there are some common misperceptions about just what the law allows. Some of them have to do with the issue of how and when you can deduct…
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| MARKETPULSE |
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Market Pulse
First, some kudos for us. In TCI's first complete quarter, our major portfolios performed like champs. Our Growth Portfolio (p.3) with a 16 percent gain bested the S&P 500 by about five percentage points.
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| FUND FINDS |
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Stocks with Leg(g)s
Bold choices from a top-ranked Value fund
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| FRONT PAGE |
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Ultra-Fast Growers
With these companies, love means never having to say you're slowing
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| PORTFOLIO PERFORMANCE |
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Quarterly Performance Results
Fourth quarter performance for our growth, income and fast track portfolios.
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| FUNDFOLIO |
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Coping with Fund Clutter
A guide to simplifying your life and keeping your expenses low
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| SECTOR SENSE |
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No-Brainers
For-profit higher education companies get high marks for torrid growth
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| GROWTH PORTFOLIO |
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The Joy of Games: Scoring with Electronic Arts
If you've been following our Growth Portfolio recommendations, we don't think you're complaining. In TCI's first full quarter (the fourth quarter of 2003), the portfolio climbed more than 16 percent, outperforming a peppy S&P 500 by nearly 5 percentage points. Every group and risk classification participated, and only one stock -- Weight Watchers -- was down by more than 1 percent. Gains of 25 percent and more were chalked up by favorites ranging from Apex…
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| WHAT THEY'RE THINKING |
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Byron Wien: Prophet and Profits
Everybody makes year-ahead predictions about the market. But people who are actually right much of the time are rare indeed. Morgan Stanley sage Byron Wien is one of those rare prophets whom it pays to heed. Wien tries to bet against the consensus with an annual list of 10 prospective events he believes have a better than 50 percent chance of happening despite going against conventional Street wisdom. His list for 2004 is his 18th consecutive…
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| INCOME PORTFOLIO |
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The Big Bank Theory
Citigroup and Wells Fargo are largely immune to rising mortgage rates
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| FULL ISSUE PDF |
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Complete Issue PDF
Complete Issue PDF…
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