June 1, 2007
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Marketpulse
If you’re bearish on stocks, you might reconsider after reading the article to the right. It explains why his recent actions make it plain that Warren Buffett, aka the greatest investor in history, has grown ever more bullish. Of course, even the greatest can be wrong. But since his thinking seems to closely match ours, we’re assuming that this won’t prove the rare exception to his phenomenal record of nearly always being right. In recent…
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| FRONT PAGE |
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Buffett Then and Now: Betting on growth and commodities
In the last five years, Warren Buffett has made some striking changes in his portfolio. Below we look at what these tell us about his long-term world view.
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| GROWTH PORTFOLIO |
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Maybe They’re Ho Hum Here, But Abroad, They're Dynamos: Our Growth stocks keep surprising Wall Street on the upside
First-quarter earnings are in, and most of our Growth picks have exceeded Wall Street’s expectations. We’re not surprised.
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| INCOME PORTFOLIO |
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Metals Show Their Mettle: Mining for high yields from platinum and copper stocks
Income-hungry investors have been snatching up shares in traditional income vehicles like utilities, telecoms, and energy stocks. But in today’s world of booming commodity prices, natural resource companies offer sweet income opportunities as well.
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| FUNDFOLIO |
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Utilities Keep on Pulsing: We still love the sector, but we're ditching one of our funds
“Running on all cylinders” isn’t a phrase you’d have associated with utilities just a few years back. But starting in 2004, this traditionally stodgy sector has posted market-beating returns.
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| FUND FINDS |
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Still Attractive Despite Some Missed Numbers: We give Logitech, AvalonBay more time to prove themselves
Following the release of first-quarter earnings, most of our picks are looking good. Here we review two whose results were disappointing to see if they deserve more time to reward shareholders.
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| FAST TRACK |
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Popular, Preppy - and a Short: J. Crew's rapid climb has left the retailer overvalued
For retailers, it’s the season for shorts—and for some, this refers to more than just the warm-weather clothing now appearing on their racks.
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| SECTOR SENSE |
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Three Stocks It Pays to Hate: Newspapers and U.S. carmakers are swimming against the tide
This issue we’re doing something a bit different from our usual slice-of-the-market analysis. Generally we identify a sector whose promising fundamentals point to rising stock prices for the best-situated companies. Here we’ve sought the worst stocks in the most problem-plagued industries so as to find stocks to sell short.
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| MARKET BITES |
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Market Bites
As an old market adage puts it, there are no bugles at market tops or bottoms. In fact, the longer a trend has been in force, the harder it is to say it’s over.
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| WHAT THEY'RE THINKING |
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Elizabeth Bramwell: Two Funds, Countless Ideas
First, her considerable credentials: Elizabeth Bramwell has been working in securities analysis and portfolio management for more than 30 years.
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| BACK PAGE |
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Poised for Healthy Strides: A doctors' insurer and footwear maven could go on a run
NOTE: Unfortunately one of the profiled below stocks, Stride Rite Corp., is being acquired by Payless ShoeSource for $800 million. That represents a premium of more than 30 percent over its closing price the day before. At a result of the stock’s sharp gain today, we no longer recommend purchasing Stride Rite’s shares.
This issue we’re introducing two new small-capitalization value stocks. One has made a name for itself insuring doctors against patient lawsuits. The other is best known as a manufacturer and seller of children’s shoes. We think you’ll be well rewarded for buying this pair today when they are selling on the cheap.
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| FULL ISSUE PDF |
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FULL ISSUE PDF
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