Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Fund in Focus: Ave Maria Growth Fund
By Staff WriterJim Bashaw, manager since May 2003 S&P Rank: Not Ranked Fundamentals of Faith and Investing
October 06, 2004
Jim Schier of Security Mid-Cap Value FundS&P Rank: 4 Stars A Value Manager's Guide to the Mid- and Small-Cap Universe
October 06, 2004
Utility Funds Play Good DefenseOct. 5, 2004 -- Utility funds, oftentimes ignored by adventurous investors seeking more aggressive returns, have recently outperformed the broader equity markets, which have been...
October 01, 2004
For Europe Funds, Small Is InFunds that invest in European stocks, particularly small caps, have racked up impressive gains in recent years. For the one-year period through August 31, the average...
October 01, 2004
Behind the Numbers, With Gary ShillingWhile he has been consistently bullish on bonds, Gary Shilling's allocation to that sector is now almost double the panel's average. "Since May stocks have...
October 01, 2004
Investing by the BookThank you for the August 2004 cover story, "Keeping The Faith," by Robert Keane. It is good to raise awareness about the value of faith-based...
October 01, 2004
Bedrock ValueThere have been a lot of rumblings in the last few months about the need to shift client portfolios from small- and mid-cap stocks to...
September 17, 2004
George Schwartz of Schwartz Value FundS&P Rank: 3 Stars Under Wall Street's Radar