Barrons Weekend Headline Summary - December 25, 2006posted by MR WAVETHEORY at 12/26/2006 04:00:00 AM
Welcome to Sizzle Inc.
The "platform economy" -- a business model focused on knowledge while outsourcing production -- heralds an age of unprecedented U.S. prosperity.
Companies Mentioned: Apple Computer, Inc. (Nasdaq AAPL), Motorola, Inc. (Nasdaq MOT), Hewlett-Packard Company (Nasdaq HPQ), Dell Inc. (Nasdaq DELL), The Black & Decker Corporation (NYSE BDK), International Business Machine Corp. (NYSE IBM), Analog Devices, Inc. (NYSE ADI)
Mastering New Media
E. W. Scripps has a knack for anticipating changes in its audience and shifting its strategy to take advantage of powerful media trends.
Companies Mentioned: The E.W. Scripps Company (NYSE SSP), Gannett Co., Inc. (NYSE GCI), Belo Corp. (NYSE BLC), The New York Times Company (NYSE NYT), Tribune Company (NYSE TRB)
ITT is ready to weather cyclical and economic fluctuations. Better yet, its defense electronics and water-treatment devices can continue to drive double-digit profit growth.
Companies Mentioned: ITT Corporation (NYSE ITT), Honeywell International Inc. (NYSE HON), General Electric Company (NYSE GE)
Institutional Capital's three funds have all gained more than 20% this year, thanks to the prowess of its co-chief investment officers.
Companies Mentioned: Mainstay ICAP Select A (Nasdaq ICSRX), Mainstay ICAP Equity A (Nasdaq ICAUX), Mainstay ICAP International A (Nasdaq ICEVX)
UP & DOWN WALL STREET
The Liquidity Curse
Behind Thailand's botched attempt to stop the flow of foreign money. What it portends.
Companies Mentioned: Google, Inc. (Nasdaq GOOG)
Sturm And Sanity
Emotions ran wild. Stocks didn't. Not a bad outcome, after all.
Companies Mentioned: Pharmaceutical HOLDRS (Amex PPH), Ford Motor Company (NYSE F), Pier 1 Imports, Inc. (NYSE PIR), Level 3 Communications, Inc. (NYSE LVLT), GSI Commerce, Inc. (Nasdaq GSIC), Best Buy Co., Inc. (NYSE BBY), Danaher Corporation (NYSE DHR), UAL Corporation (NYSE UAUA), Wendy's International (NYSE WEN), Tim Hortons Inc. (USA) (NYSE THI), Alaska Communications Systems Group, Inc. (Nasdaq ALSK), Netratings, Inc. (Nasdaq NTRT), Sprint Nextel Corporation (NYSE S), Source Interlink Companies (NYSE SORC)
Let's Hear It For Risk
The junkiest bonds did best this year, as default rates plummeted.
Companies Mentioned: General Motors Corporation (NYSE GM), iShares Lehman Aggregate (ETF) (AMEX AGG), iShares iBoxx $ InvesTop Invest Grad Cor (AMEX LQD), S&P 500 Index - "Spiders" (AMEX SPY)
A Respectable Report Card
Our calls -- the good, the bad and the ugly -- of the last year. Over all, not so bad.
Companies Mentioned: AT&T Inc. (NYSE T), Viaspace (VSPC.OB), CSR (CSR.L), Broadcom Inc. (Nasdaq BRCM), Neurochem (Nasdaq NRMX), Imclone Systems (NYSE IMCL), Amgen Inc. (Nasdaq AMGN), Allscripts Healthcare Solutions (Nasdaq MDRX), Advanced Micro Devices (NYSE AMD), Intel (Nasdaq INTC), Sandisk (Nasdaq SNDK), Samsung Electronics Co., Ltd. (005930), Micron Technology, Inc. (NYSE MU), Applied Materials Inc. (Nasdaq AMAT), Imax Corporation (USA) (Nasdaq IMAX), Atheros Communications Inc. (Nasdaq ATHR), Netgear Inc. (Nasdaq NTGR)