In this Issue: •The Price of Silence: S&P equity analysts weigh in on quarterly guidance and what investors need to know about it. •Intelligencer: Headlines, Highlights, and What's on Our Minds •The Observatory: Selected actions for June 25 through June 29. •Rising & Falling Stars •The Price of Silence •Relationship Banking: Credit quality and upside earnings surprises: a relation. •Macy's Navigates Turbulent Waters: Standard & Poor's says the turnaround plan will take longer than expected. •Sensient Steps In •Small/Mid-Cap Growth Portfolio: We see significant upside for Citrix Systems. •Harness Our Quant Power: Standard & Poor's Neural Fair Value 25 Portfolio buys what are deemed undervalued issues with superior return potential Some of the Companies featured:
ADC Telecommunications
Asbury Automotive
AstraZeneca
Check Point Software
Citrix systems
Goldman Sachs
Constellation Brands
Landstar System
Lennar
Microsoft
National Oilwell Varco
Precision Castparts
Regions Financia
Triumph Group
Walgreen
Warnaco | 
