May 1, 2005
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| FUNDFOLIO |
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The Marshall Plan
Mid-cap value funds are hot, and our newest has a solid long-term record
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| WHAT THEY'RE THINKING |
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Mark Stahlman: He Knows a Bit about Computers
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| FAST TRACK |
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To Play Energy, Take Your Pick
Driller or chipmaker, both are leveraged to a continued rise in oil prices
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| INCOME PORTFOLIO |
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A Convertible Switch
Convertibles can offer the best of both worlds: income plus the chance for capital gains if the underlying stock goes up. Even if the stock doesn't appreciate much, you still generally get the bond's par value while clipping coupons all the way to maturity. One of our convertible holdings, Sempra Energy's 8.5 percent convertible preferred, is up for mandatory redemption on May 17. Sempra has been a winner for us, with total returns of around 25…
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| BACK PAGE |
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Not Just Oil: Other Commodities Also Are Flying
A bull market for base metals
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| SECTOR SENSE |
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Plugging into Wireless
The industry still is young and offers investors plenty of ways to hop aboard
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| GROWTH PORTFOLIO |
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It's in the Cards: American Express is Good to Grow
As we reported in a "Red Alert" and discussed at length on our Web site, we've sold American International Group. This has left us a bit light in the financial sector. We're remedying this by adding a financial stock that meets all our criteria for growth: American Express. Some favorable recent developments combined with the company's entrenched position in the richest financial arenas make this stock a compelling bargain. We'd snap it up before Wall…
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| FRONT PAGE |
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Why Oil Stocks Are Undervalued
The Street is still in deep denial
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| FULL ISSUE PDF |
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Complete Issue PDF
Complete Issue PDF…
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