October 1, 2006
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| MARKETPULSE |
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MARKETPULSE
The drop in oil prices, while likely temporary (p.10), is a major positive for stocks.
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| FRONT PAGE |
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FCF and the Fear Factor
Scared investors = big bargains
Stocks are dirt cheap, reflecting widespread investor fear of economic mayhem. If you can keep yourself from joining the pessimistic herd, you’re likely to benefit in a big way—but just in case, make sure you also buy some of our hedges
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| GROWTH PORTFOLIO |
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The Joys of Dominance: Growth, Safety, Performance
Biotech powerhouse Amgen
joins our other drug franchises
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| INCOME PORTFOLIO |
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Stodgy? Staid? Says Who?
The utes and telecoms have turned
in dazzling performances
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| FUNDFOLIO |
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A Boffo Buffalo Fund
We trade in ICON Technology
for a far more alluring performer
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| FUND FINDS |
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The Enduring Appeal of Those Big Machines Calamos Growth buys crane maven Manitowoc
As any parent who has tried to drag a young child away from a construction site knows, little boys tend to be endlessly fascinated by big trucks and cranes. Fortunately for FundFinds’ latest addition—Wisconsin-based Manitowoc —the lure of such imposing machines has proved more than just a passing phase for Calamos Growth fund.
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| FAST TRACK |
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Fizzing to Fizzling
Betting that National Beverage
will run out of energy
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| SECTOR SENSE |
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On the Right Track
Freight rails should gain ground
over the short and long haul
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| MARKET BITES |
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MARKET BITES
Jacking Down Oil, Inflation: Still Ticking, Bubble Bashing, MASTERKEY
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| WHAT THEY'RE THINKING |
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Matt Savinar: Passionate About Peak Oil
As of this writing, if you go to your computer and “google” the word “oil,” you’ll get 674,000,000 entries. Occupying the place of honor, the first site on the first page, is “Life After the Oil Crash,” created by Matt Savinar.
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| FULL ISSUE PDF |
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Full Issue PDF
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| BACK PAGE |
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Back Page
Subscribers are always free to contact us with questions about our recommended investments, our methodology, our macro-economic views, or anything else they’d like more information about. Following are some questions that have come up most often.
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