July 1, 2008

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| MARKETPULSE |
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Market Pulse
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| FRONT PAGE |
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From “BRIC” to “BRAC”: The 4 nations to invest in now
Brazil, Russia, Australia, and Canada are awash in natural resources.
In a world of growing shortages, these countries cant miss.
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| GROWTH PORTFOLIO |
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Fertile Fields: Agriculture, Brazilian Banking
Mosaic replaces Deere; Banco Itau is a financial powerhouse
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| INCOME PORTFOLIO |
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Canada’s Generous Tar Sands
A trust offers big distributions along with major growth potential
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| FUNDFOLIO |
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Holding onto ICON Financial
It provides diversified exposure to a sector bound to rebound
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| FUND FINDS |
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What They’re Buying
Yes, Housing Is Down, but REITs Are Up: ProLogis is a Favorite of Two Top Real Estate Funds
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| FAST TRACK |
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Big Profits in Big Ships
Excel Maritimes freighters carry natural resources around the globe
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| SECTOR SENSE |
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Sampling Canada’s Best
Our resource-rich northern neighbor offers an array of bargains
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| MARKET BITES |
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Market Bites
Cooler on Warmth, Bubble-Headed Thinking, More on Bubbles, CHINDA, MasterKey
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| WHAT THEY'RE THINKING |
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Mark Jacobson: Believer in Wind
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| SMALL CAP VALUE PORTFOLIO |
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A High-Tech Defense Play
Argons electronics systems have a wide range of security applications
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| FULL ISSUE PDF |
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PDF
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