Developing Asia drove the global economy before last year’s worldwide meltdown. Now it’s proving its resilience by perking up again despite continued weakness in the US and Europe. Few companies are as wired to Asian growth as Singapore Telecom (OTC: SGAPY). Read More
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Southwest Water (NSDQ: SWWC) has at last filed full-year 2008 financial results. There were no unexpected disasters, but 2008 swung to a big loss on one-time charges and higher expenses. And management still owes us a couple quarters of results. Read More
Billionaire T. Boone Pickens’ well-publicized postponement of a major wind power investment was hailed by some in the financial media as a sign of trouble for renewable energy. Fortunately, this time around reality on the ground is playing out quite differently. Read More
Nothing is a buy at any price, even high-quality and fast-growing investments. Unfortunately, this seems lost on some bond buyers who have bid up prices of several Conservative Holdings to ridiculous levels. Read More
The headline may prove premature. But sooner or later, the global bear market and economic slump that began in mid-2007 will end. In fact, we may well have seen the bottom in early March. Read More
Utility Forecaster Portfolio holdings are still up roughly 10 percent for 2009, about where they were last month.This flat performance, however, masks recent weeks’ volatility brought on by investors fretting about a potential economic relapse and another down leg in this bear market that began in mid-2007. Read More
A growing business will boost dividends over time, so your cash flow stream keeps pace. Company growth even helps fixed income investors by lifting credit quality and thereby reducing the risk premium in yields. Read More
The final legislation coming out of the Senate will see nuclear included in the federal renewable energy mandates in some form, and possibly some new powers granted federal regulatory agencies to speed the resolution of permitting and other legal issues. Read More
Earnings are where the rubber meets the road in the stock market. In the near term, literally hundreds of factors send prices higher and lower. But business results are what ultimately determine investors’ profits. And there’s no better report card for performance than the operating and balance sheet numbers companies release each quarter. Read More
These three deals aren’t the final word closing the book on today’s turbulence. In fact, the likelihood of more bad news is great, and there are certain to be more big selloffs for stocks, as we saw last week. However, they are clearly an indication that--as far as the markets are concerned at least--we’ve come a long way from the meltdown of last fall. And that’s still more confirmation that the smart play is to stick with positions in solid companies. Read More