November 1, 2006
|
 |
| MARKETPULSE |
 |
MARKETPULSE
Oil, so to speak, has a lot of power. It’s no coincidence that the drop in oil prices went hand in hand with the Dow’s recent all-time high and new bull market highs in most other averages.
|
 |
|
| FRONT PAGE |
|
Poised to—Yes—Double
Oil service stocks will rebound
Is there any way to justify today’s record-low valuations of oil service companies? Not unless we’re facing worldwide recession. Otherwise, they’re the bargains of the century.
|
|
|
| GROWTH PORTFOLIO |
|
Occidental: A Rare Ability To Raise Reserves And why CVS will be able to fend off Wal-Mart
Last issue we sold Canadian Natural Resources, as we felt its relatively high valuation vs. other oil stocks didn’t reflect uncertainties the company faced in meeting its production goals in the Canadian oil sands. Our other energy picks remain buys.
|
|
|
| INCOME PORTFOLIO |
|
Calling on Windstream
A 7.3% yield from providing
phone service to rural America
|
|
|
| FUNDFOLIO |
|
An Opportunity from Royce
Another way for fund investors
to get in on small value stocks
|
|
|
| FUND FINDS |
|
What They’re Buying
AvalonBay: On the REIT Side of the Housing Market
It profits from the upswing in apartment rentals
|
|
|
| FAST TRACK |
|
Helix Energy’s Hybrid Appeal
An oil service play with an
exploration and production arm
|
|
|
| SECTOR SENSE |
|
The Strength of Defense
Three more companies that produce
the things a risky world needs
|
|
|
| MARKET BITES |
|
Market Bites
Aberrant Commodities…, …and the Case for Growth, Chindia, Masterkey
|
|
|
| WHAT THEY'RE THINKING |
|
What They’re Thinking
Edmund Phelps: A Nobelist’s Inflationary Impact
|
|
|
| BACK PAGE |
|
Back Page
Options, Part 1
The risks and rewards
of going naked
|
|
|
| FULL ISSUE PDF |
|
Full Issue PDF
…
|
|
|
