Economics
fiscal profligacy (Government spending as a percent of GDP is too high and the looming explosion in entitlement expenditures will make it worse. There is no good solution save spending discipline.).
W’s Constitutional basis for eliminating earmarks:
http://article.nationalreview.com/?q=NWU5MGM4MTZlNmQ5MmU4MzQxYmE3NjU3MDA3MDg1NzM=
And a follow up to that from John Fund:
http://www.opinionjournal.com/diary/
protectionism (Free trade is a major positive for world and
http://www.ibdeditorial.com/IBDArticles.aspx?id=284256520715956
On the likelihood of recession and the causes thereof:
http://article.nationalreview.com/?q=NzM3NWI5ZGRjOTk1ZGY1ODY2YmZhYmRlZDk2MWE0NTI=
Politics
Domestic
McCain on immigration:
http://www.slate.com/id/2181118/#grufftesty
International War Against Radical Islam
The Market
Technical
Fundamental
Aggressive Growth Buy List
Company Close 1/4
SAP Inc $49.52 $46-54
Company Highlight
SAP Inc develops, markets, sells and supports enterprise application software products for corporations, government agencies and educational institutions. The company has earned a 25%+ return on equity over the last 5 years while growing profits and dividends over 20% annually. Consistent growth should continue though at a more moderate pace as a result of:
(1) SAP targeting small and medium sized businesses which grow at a faster pace than larger companies,
(2) collaborating with industry giants like IBM, Hewlett Packard and Dell to expand its offerings to small and medium sized businesses,
(3) continuing to add and integrate new products to its platform software,
(4) expanding its marketing efforts into the Asia/Pacific region,
(5) an ongoing cost reduction program.
The company is rated A by Value Line and its stock provides a 1.1% yield.
News on Stocks in Our Portfolios
A positive write up on Amphenol (Aggressive Growth Portfolio):
http://www.zacks.com/blog/post_detail.html?t=10983
More Cash in Investors’ Hands
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