August 1, 2006
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| MARKETPULSE |
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MarketPulse
Yes, the world seems suddenly even more dangerous, and yes, inflation is rising and the economy slowing.
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| FRONT PAGE |
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Necessary and Inevitable
The case for alternative energies
Sooner or later, alternative energies are going to become a very big deal. Meanwhile, Wall Street acts as if it couldn’t care less about them. This disconnect has created a great opportunity for investors to buy shares in companies that, in a wide variety of ways, have taken the lead in the production of alternatives to oil and natural gas.
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| GROWTH PORTFOLIO |
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J&J: A Shot in the Arm From Consumer Products
We also buy Baker Hughes, an oil
services play, and sell Noble
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| INCOME PORTFOLIO |
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PVR: An MLP Built on Coal
High and growing yields, and tax advantages, too
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| FUNDFOLIO |
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New Fund, Same Family
Pacific Tiger closes its doors, so we switch to Asia Pacific.
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| FUND FINDS |
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What They’re Buying
Betting on an Undervalued Station Casinos
It’s the CGM Focus fund’s second-biggest position
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| FAST TRACK |
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Itron: ‘Energy Intelligence’
Its electronic meters help utilities
and consumers to conserve
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| SECTOR SENSE |
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Back in the Chips
Why some semiconductor stocks
are looking a bit better
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| MARKET BITES |
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Market Bites
Stickless at the Fed, Right on Buffett, Not the Best Alternatives, CHINIDA, MASTERKEY
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| WHAT THEY'RE THINKING |
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What They’re Thinking
David Zaikin: Russia Enthusiast
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| BACK PAGE |
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Why Uranium’s Uptrend Will Keep Gaining Power
It may outshine even gold as a safe
haven in volatile economic times
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| FULL ISSUE PDF |
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Full Issue PDF
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