July 1, 2007
|
 |
| MARKETPULSE |
 |
Marketpulse
Not so long ago, in 1994, for instance, the Federal Reserve could tamp down inflation without risking economic mayhem.
|
 |
|
| FRONT PAGE |
|
The Resourceful Investor: The best metals, food, and water stocks
The uptrend in commodities isn’t just a passing phase. Strong global growth will put ever more pressure not just on energy but on metals and other basic resources as well. Below we offer some prime examples of companies poised to benefit.
|
|
|
| GROWTH PORTFOLIO |
|
Going With the Flow: A Water Company Turns It On
ITT is the market leader in treating wastewater; it’s also big in defense.
|
|
|
| INCOME PORTFOLIO |
|
A Shipper’s Ultra-High Yields: Eagle Bulk offers an indirect way to profit from the commodities boom
This issue we’re adding something new and different to Income Portfolio: a shipping company
|
|
|
| FUNDFOLIO |
|
New Managers, Same Style
At ICON, a change at the helm isn’t something to fret over
|
|
|
| FUND FINDS |
|
What They’re Buying
Heebner’s Big Bet on a Brazilian Metals Miner: CVRD is the top iron ore producer and a big nickel supplier, too
|
|
|
| FAST TRACK |
|
Sweet News for Amylin
It benefits from Avandia’s woes; Suntech misses estimates
|
|
|
| SECTOR SENSE |
|
IPOs: Not So Scary After All
New issues can offer a rare chance
to make quick, outsized gains
|
|
|
| MARKET BITES |
|
market bites
How to Choose a Ute, Stomy Thoughts, Master Key, Chindia
|
|
|
| WHAT THEY'RE THINKING |
|
Steven Resnick: Hedge Fund Consultant
While all fund managers want to perform well, hedge fund managers have an extra motivation, since hedge funds charge their clients hefty performance fees on top of management fees.
|
|
|
| BACK PAGE |
|
Getting Grayer, Drying Up
One new pick targets aging boomers,
the other taps into our need for water
|
|
|
| FULL ISSUE PDF |
|
Full Issue PDF
…
|
|
|
