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

We were all shocked Tuesday night with the announcement by Finance Minister Jim Flaherty that Canadian trusts will now be subject to entity-level taxation. The best tip I can give this month is to contact the Canadian Ministry of Finance and express your concern over this. Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–As I noted last week, earnings for US-based corporations continue to come in quite strong. What#s impressive about the positive news is that it’s happening even as US GDP growth registered one of its lowest readings (1.6 percent) since the first quarter of… Read More

By Yiannis G. MostrousMCLEAN, Va.–Initial results indicate that US corporate earnings haven’t fallen off: 30 percent of the S&P 500 companies have reported, and the majority has beaten estimates (though excessive pessimism had led analysts to lower third quarter estimates). The current market rally now seems to be… Read More

MCLEAN, Va.--Shinzo Abe was elected Prime Minister of Japan on September 26; I had provided a brief background on Abe as his term as Junichiro Koizumi’s Chief Cabinet Secretary neared its end (see SRI, 16 August 2006, A Political Summer). Read More