February 1, 2006
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| INCOME PORTFOLIO |
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A Bright New Constellation
The pending FPL merger is a boon to income investors
By Tobias Crabtree
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| WHAT THEY'RE THINKING |
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What They’re Thinking
Richard Moroney: Diviner of the Dow
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| BACK PAGE |
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Buy, Sell, Hold
Subscribers frequently ask us our opinion about stocks not in our own portfolios, and from time to time we’re happy to comment. To ask us about a particular stock, please e-mail us at buysellhold@
leeb.net or write to The Complete Investor, Attn. Buy/Sell/Hold, 500 Fifth Avenue, New York, NY 10110. All TCI portfolio editors helped contribute to the answers below.
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| FULL ISSUE PDF |
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February 2006 Issue
Full Issue PDF…
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| MARKETPULSE |
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MARKETPULSE
According to the Chinese calendar, this is the year of the dog. For investors, let’s hope the dog—our acronym for the three potential threats to the market: the dollar, oil, and gold —decides not to bark too loudly, scaring growth away.
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| FRONT PAGE |
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Oh, What a Lovely Surprise
Wallflowers with hidden sex appeal.
The six seemingly ho-hum stocks in the table on p.2 have a secret weapon: huge amounts of cash they’re deploying to move into dynamic new businesses and markets. With the Street oblivious to these developments, investors have a golden opportunity to buy these stocks on the cheap.
By Stephen Leeb
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| GROWTH PORTFOLIO |
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Adjusting our Allocations: a Better Way to Manage Risk
We re-categorize some of our picks and add Wells Fargo to the mix.
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| FUNDFOLIO |
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And the Winners Are...
Many of 2005’s top groups will continue to lead the way
By Genia Turanova
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| FUND FINDS |
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Calamos Buys a More Streamlined HPQ
Its new CEO is giving this tech giant new life
By David Sandell
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| FAST TRACK |
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A Takeover That’s No Fluke
Why J&J bought Animas; Red Hat, Joy Global surge
By Genia Turanova
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| SECTOR SENSE |
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Small Energy Plays
Big Oil may want to snap some of these producers up
By Gregory Dorsey
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| MARKET BITES |
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Market Bites
Fed Notes For the Fed to shift gears from monetary restraint—raising short-term interest rates– to accommodation—holding rates steady or letting them fall—it usually takes either an economic recession or a major crisis. In the early 1980s, in 1990, and in the early 2000s, economic recession caused the Fed to loosen. The market crash of 1987 and the Asian crisis of 1998 had the same effect. In recent times there has been one exception to this rule.…
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