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 | 
