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S&P's The Outlook - August 24th, 2005
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Publication Date: 24-AUG-05
Pages: 12
Format: PDF
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    Description

    In this Issue:
    • Don't Count the U.S. Consumer Out - Despite higher energy prices, we expect consumers to continue spending and the U.S. economy to grow
    • In the Limelight
    • STARS Status - Changes in S&P analysts' STARS rankings for August 15 through August 19.
    • Three Technology Upgrades - Our analysts believe these stocks will perform significantly better than the market over the coming 12 months.
    • Companies That Aren't Offshoring Jobs - While manufacturers continue to export jobs overseas, many service providers must have a physical presence in this country. Here are some favored stocks of companies that offer services.
    • Favored Small-Cap Stocks - The stocks in the table below all have market capitalizations of $600 million or less and are ranked four or five STARS.
    • CVS Takes the Express Lane - In our view, this giant drugstore chain should benefit from a savvy growth strategy and positive demographic trends.
    • 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. Group 2, highlighted this week, consists of stocks we like for total return.
    • S&P's Platinum Portfolio

    Some of the Companies Featured:
    Allegheny Energy Inc.
    Bank Of America Corp.
    Brooks Automation Inc.
    Chevron Corp.
    Cognos Inc.
    Community Health Systems Inc.
    Cullen/Frost Bankers Inc.
    CVS
    Fedex Corp.
    General Mills Inc. (GIS)
    International Rectifier Corp.
    JPMorgan Chase
    Microsoft
    Skywest Inc.
    Staples Inc.
    Sysco Corp.
    Walmart Stores

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