In this Issue:
· Software and Steel- We believe that changes in the U.S. economy over the
· past quarter century will speed the recovery from Katrina.
· In the Limelight
· STARS Status- Changes in S&P analysts' STARS rankings for September 12 through September 16.
· Our Model ETF Portfolio-In this periodic review of the exchange-traded funds that we recommend as asset allocation tools, we focus on the mid-cap and small-cap categories.
· Cash-Rich Companies with Low Debt- Many companies have shored up their balance sheets in recent years, and we think several of them will reward shareholders with market-beating returns.
· Food Stocks We'd Put on the Menu- Although the food industry faces some challenges, we like a number of the stocks.
· 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:
Accenture Ltd.
Amdocs Ltd.
Amsouth Bancorp
Applied Materials Inc.
Best Buy
CDW Corp.
Commerce Bancorp
Cosi Inc.
Countrywide Financial
Dean Foods
Del Monte Foods
Duke Energy
Hologic
Hyperion Solutions Corp.
Kellogg Co.
Kroger
Netgear
Omnicare Inc.
Powerwave Technologies
Safeway Inc.
Scottish Power
Sony Corp
Sysco Corp.
Tyson Foods
Wrigley | 
