February 1, 2007
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| FULL ISSUE PDF |
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Full Issue PDF
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| MARKETPULSE |
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MARKETPULSE
Mother Nature has been smiling on the stock market. Record warm weather in December and January, key months for oil demand, has been the catalyst for the sharp drop in oil prices (see p.10). Lower oil prices nourish stocks by translating into lower inflation and higher growth. So far, then, 2007 is shaping up as a typical pre-election year, when stocks historically score big gains.
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| FRONT PAGE |
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The Quality Imperative: Investors will still flock to safety
Continued high liquidity should keep stocks uptrended in 2007. Focus
above all on quality stocks, able to survive whatever this volatile world hurls at them. In risky times, such stocks not only offer downside protection,
they become market leaders.
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| GROWTH PORTFOLIO |
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The Continued Case For the Best Energy Stocks
Hess replaces Occidental, Suncor
and Petro-Canada remain buys
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| INCOME PORTFOLIO |
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It Was Their Year: Our Income stocks turned
In 2006, income-paying stocks were king, outperforming most other groups of equities. Our Income Portfolio chalked up a spectacular record—up more than 20 percent.
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| FUNDFOLIO |
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A Mid-Cap Value Switch: Delafield focuses on avoiding market risk, preserving capital
Exchange-traded funds have been proliferating (see p.12) and have a definite place in many portfolios. They’re a quick and inexpensive way to buy particular stock indices whole hog. When you buy an ETF, you’re assured of doing exactly as well as that particular market slice—no better, no worse.
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| FUND FINDS |
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What They’re Buying
African Platinum Takes a Big Step Forward: Its deal with Impala gets it closer to production
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| FAST TRACK |
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Poised to Keep on Growing
Pediatrix, Witness Systems: on track
despite stock options inquiries
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| SECTOR SENSE |
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SECTOR SENSE
China’s Yen for Status Goods
From sunglasses to sneakers,
consumers crave luxury and logos
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| MARKET BITES |
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market bites
Good Values, Not Carrying Their Load, The Case for Intel, Chindia, Masterkey
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| WHAT THEY'RE THINKING |
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what they’re thinking
George Orwel: Immersed in Oil
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| BACK PAGE |
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The Lowdown on ETFs
A quick and easy way to get in
on broad market and sector moves
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