In this Issue: •Resumption Of Yen Carry Trade Could Boost Stocks: The yen is at a natural place to weaken, technically, which could aid equities. •Intelligencer: Headlines, Highlights, and What's on Our Minds •The Observatory: Selected actions for June 25 through June 29. •Rising & Falling Stars •Portfolio for a Steady Dividend Stream:If you're looking for income, you can use these stocks to create a consistent dividend stream. •Green Living: Welcome home to the modern sustainability movement. •Fancy Finance: Stock buybacks, bond financings, and exchange-traded funds have becomepart of investors' common vernacular. But recently, some not-so-common
financial products are making their way into the argot of the public. •Sector Strategist: Standard & Poor's has limited "cell" recommendations in the wireless telecom industry. •Total Return Portfolio: We believe Home Properties will benefit from tighter mortgage lending standards, sparked by recent difficulties in the subprime loan market. •Top Ten Portfolio: This focused list, launched December 31, 2001, posted a total return of 60.6% from inception through July 25 vs. a gain of 45.9% for the S&P 500. Some of the Companies featured:
American Tower
China Mobile
COCA-COLA
ExxonMobil
HOME PROPERTIES
MCDONALDS
Northrop Grumman
Oneok
Quest Diagnostics
SBA Communications | 
