In This Issue: •Does Sector Rotation Signal Recession? Every recession since World War II was preceded by declines in equity prices, but the past is not always a harbinger of the future. •Intelligencer •The Observatory: Selected actions for November 26 through November 30.
RECOMMENDED RETAIL REITs •Golden Gates: Health Care REITs: The high cost of regulation compliance keeps many competitors at bay. •Golden Gates: Refiners: There's no question there are high barriers to entry in the oil refining business. •Screening for Profits: These three recommended companies posted a net profit margin in excess of 40% last year. •Small/Mid-Cap Growth Portfolio: We expect Superior Energy to post a 44% increase in revenues in fiscal 2007. •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:
China Finance Online
Choice Hotels International
First Marblehead
Freeport-McMoran Copper & Gold
Gilead Sciences
Landstar System
Merrill Lynch
Mirant
Morgan Stanley
Smithfield Foods
Superior Energy Services
| 
