In This Issue: •What Goes Around...: Market rotation is keeping this aging bull alive and giving traders some outsized opportunities.
•STARS Status: Changes in S&P analysts' STARS rankings for September 25 through October 6.
•Some Bright Spots in Banking: As the macroeconomic environment changes, we believe some financial services stocks are well positioned to benefit.
•Emerging Markets Are Growing Up: Standard & Poor's believes investors should get exposure to this asset class.
•Master List Stocks Update: Our three supervised Master List groups of stocks, recommended as core holdings for long-term investors, are regularly featured on these two pages. The Total Return Portfolio, highlighted this week, consists of stocks we like for income.
•Industry Momentum Portfolio: This S&P portfolio identifies industry sectors with the potential for above-average price performance. Some of the Companies Featured: Canon
Chattem
JPMorgan Chase
McDonald's
Marathon Oil
MEMC Electronic Materials
Nabors Industries
Odyssey HealthCare
Phelps Dodge
Qualcomm
Sony
Stryker
US Airways
Valero Energy
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