In This Issue: Post-Record Performances: The S&P 500 is on the verge of a new closing high. Then what? Intelligencer: Headlines, Highlights, and What's on Our Minds The Observatory: Selected actions for May 14 through May 18. A New Man At Number 10 Industrious Industrials Small/Mid-Cap Growth Portfolio Changes: S&P added Choice Hotels, Cytyc, and Lincoln Electric to the portfolio, and removed Movado, Nucor, and Varian. High-Quality Capital Appreciation: Corporations, flush with cash, should drive sales at General Dynamics' Gulfstream business. S&P's Platinum Portfolio: This portfolio offers the best of both worlds: S&P's STARS ranking system, based on fundamental analysis, and Fair Value, S&P's proprietary quantitative model. Some of the Companies Featured: Abercrombie & Fitch Best Buy CVS Capital One Financial Chubb Cisco Systems EMC Franklin Resources Goldman Sachs Home Depot NDS Group PMI Group Thermo Fisher Scientific Western Digital Zimmer Holdings |