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Friday, May 09, 2008
 Symbol Lookup
 2005 Performance
   • Global Markets
   • Industry Sectors
 

 
UK Home Possessions Surge
May 09, 3:46 PM EDT
UK home repossessions surge to a ten-year high as more consumers face rising debts.
UK stocks fell after home repossessions surged, but from a low level in many parts of the island nation. The FTSE 100 index fell 1.05% to 6,204 on weakness in mining, financials and home builder stocks. Crude oil in London and New YOrk tradig rose to new intra-day high above $126 a barrel.
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 ETF / Mutual Fund Q&A    
Diversified in Managers
May 08, 11:18 AM EDT
Multi-manager funds normally offer investors a greater level of diversification than could be achieved with a single manager fund. Fund manager Kirk Brown and the four sub-advisors at American Beacon International Equity Fund select securities based upon the security's valuation and investment growth rate relative to its country and industry. The sub-advisors each have a core value philosophy but each looks at things a little differently.
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Capture Upside, Protect Downside
May 07, 8:32 AM EDT
The investment philosophy of Davis Appreciation & Income Fund is premised on the belief that equities are a relevant part of an investment portfolio over the long term. The Fund combines the growth potential of stocks with the income of bonds. Portfolio Managers Andrew Davis and Keith Sabol seek durable businesses at value prices to structure a portfolio with which to participate in the stocks' upside potential while providing a degree of protection against downside risk.
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Mutual Fund Sector Tables
 Financial Services  Health-Biotechnology
 Natural Resources  Real Estate
 Science and Technology  Specialty-Miscellaneous
 Telecommunications  Utility
 Equity Income  S and P 500 Index Objective
 Large-Cap Core  Large-Cap Growth
 Large-Cap Value  Mid-Cap Core
 Mid-Cap Growth  Mid-Cap Value
 Multi-Cap Core  Multi-Cap Growth
 Multi-Cap Value  Small-Cap Core
 Small-Cap Growth  Small-Cap Value
 Specialty Diversified
Global Dividends
Apr 29, 11:45 AM EDT
Portfolio diversification can help ensure stable returns, even in uncertain times. That's why the Alpine Dynamic Dividend Fund invests across industries with stocks ranging from small to large capitalizations with the objective to achieve a high level of qualified dividend income and capital appreciation for total return.
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Successful Backyard Investing
Apr 24, 3:58 PM EDT
If you look at a smaller list of stocks, you are more focused and it is easier to find out when opportunities arise. That is the premise behind the Bullfinch Greater Western New York Fund. As a native Western New Yorker, fund manager Chris Carosa uses a traditional value investment approach with a behavioral twist to identify companies across a broad range of industries and market capitalization that have a major presence in the Buffalo and Rochester areas.
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 U.S. Economy  
 Economic Calendar 
Canada Trade Surplus Widens in March
May 09, 10:13 AM EDT
Canada's exports rose for the third consecutive month, increasing 1.6% to $40.1 billion in March, largely on the strength of energy products.
The trade surplus with the world jumped to $5.5 billion, its highest level since May 2007.
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 Earnings News  
 Earnings Calendar 
AIG Plunges 10% on Large Loss
May 09, 12:40 PM EDT
AIG book value fell to $31.93 per share on large loss in its credit derivative portfolio.
AIG, one of the largest insurance companies in the world, suffered a sharp decline in stock value after it reported net loss in the first quarter of $7.8 billion compared to income of $4.13 billion a year ago. The unrealized loss of $9.1 billion in credit default swap portfolio forced the insurer to seek $12.5 billion in fresh capital. The stock fell 10%.
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 Analyst View / Management Talk Q&A  
The Accumulated Wealth of Nations
Apr 25, 2:52 PM EDT
When there is a deficiency of information, speculations are abundant. The Sovereign Wealth Funds, established to preserve the accumulated capital in different nations, are often the subject of criticism and mistrust in Europe and the U.S. Rupert Neil Bumfrey clearly explains the role and nature of these funds, both for their own economies and the West.
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Benchmarking the REIT Industry
Feb 27, 2:03 PM EDT
Since 1960, REITs have changed the face of real estate investment by attracting a host of investors. REITs provide liquidity, a minimum dividend payout of 90% of the REIT’s taxable income, diversification, and transparency that limited partnerships and direct investments lack. REITs have a low correlation to the overall stock market and deliver better risk-adjusted performance.
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