Our latest Big Money poll has a decidedly bullish tilt: More than a
third of the money managers surveyed expect the Dow industrials to reach
13,000 by mid-2007.
Companies Mentioned: Kellogg Company (NYSE K), McCormick (NYSE MKC), Google Inc. (Nasdaq GOOG),
The Proctor & Gamble Company (NYSE PG), General Electric Company (NYSE GE), Dell Inc. (Nasdaq DELL), Genentech, Inc. (NYSE DNA),
Johnson & Johnson (NYSE JNJ), White Mountains Insurance Group, Ltd. (NYSE WTM), General Motors Corporation (NYSE GM),
Ford Motor Company(NYSE F), Chicago Mercantile Exchange Holdings (NYSE CME), CBOT Holdings Inc. (NYSE BOT),
Talisman Energy Inc. (USA) (NYSE TLM), Research in Motion Limtied (USA) (Nasdaq RIMM)
Brave New Worlds A look at mutual funds, exchange-traded funds and publicly traded
companies that offer safer, indirect ways to invest in frontier markets.
In the Hole
The recent drop in ASV shares provides a cautionary tale for investors
who ignored the red flags around the construction-machinery maker.
Companies Mentioned: A.S.V., Inc. (NYSE ASVI)
Global Themes Gary Greenberg, a global-investing specialist, names companies with the
most promising alternative-energy technologies.
Companies Mentioned: ITM Power Plc (SEA ITM), Vestas Wind Systems A/S (CPH VWS), Suzlon Energy Limited (BOM 532667), CVS Corporation (NYSE CVS),
State Bank of India (LON SBIQ), Lundin Mining (TSE LUN), British Airways plc (NYSE BAB)
UP & DOWN WALL STREET
Worrywart's Lament There's just too much to be anxious about -- from the election to the
bull in Newark to the numbers on employment.
Whoops! DJIA Slips Oil and inflation worries drop the Dow below 12,000.
Supply Squeeze Boosts OJ Smaller crops are sending orange and juice prices upwards.
Companies Mentioned: Coca-Cola (NYSE KO), PepsiCo (NYSE PEP)
TECH TRADER SiRF Rides the GPS Boom
Is the GPS business big enough for SiRF to share with Global Locate and
other chip makers?
Companies Mentioned: Sirf Technology Holdings Inc. (Nasdaq SIRF)