By Yiannis G. MostrousFALLS CHURCH, Va.–As things stand, world stock markets can stay stronger for longer, even after four rewarding years. Equity valuations remain at fair levels (although not as cheap as they were) and earnings continue to be strong. The global economy doesn’t look bad yet, but… Read More
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By Yiannis G. MostrousFALLS CHURCH, Va.–In May 2002, I wrote that the US dollar would gradually lose value but that it would remain the major currency of the world, albeit from a lower valuation plateau. At the time, you needed less than USD0.90 to buy EUR1; a little… Read More
Editor’s Note: A weekly publication, SRI doesn’t take any breaks. That said, it seems to me that long holiday weekends like Thanksgiving and New Year#s offer opportunities for some thinking and reflecting, which I plan to do. Consequently, issues that fall during holiday weekends are a bit shorter than normal,… Read More
By Yiannis G. MostrousFALLS CHURCH, Va.–As 2006 draws to an end, I’ll gradually review the main themes that have been driving SRI’s investment decision-making this year. The majority of my recommendations are based on long-term themes enhanced and altered according to the opportunities presented by the markets. Special… Read More
By Yiannis G. MostrousFALLS CHURCH, Va.–Today I’m taking a quick look at the results reported so far by companies in the SRI Portfolio. Those recommendations not covered below have either been discussed in previous issues or have yet to report third quarter results. Singapore Telecommunications: most-recent… Read More
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