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S&P's The Outlook - February 22, 2006
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Publication Date: 22-FEB-06
Pages: 12
Format: PDF
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    Description

    In This Issue:
    • Seeding a Growth Portfolio: As winter yields to spring, the market may be entering a season of outperformance for growth stocks.
    • In the Limelight
    • STARS Status: Changes in S&P analysts' STARS rankings for February 13 through February 17.
    • Three Recent Upgrades: S&P analysts believe these stocks will significantly outperform in the next 12 months.
    • Stocks That Buffett Might Look Into: We screened for stocks that satisfy six investment criteria used by this icon of investing.
    • Hidden Gems in Out-of Favor Industries: Here are four stocks, from out-of-favor sub-industry groups, that our analysts are currently recommending.
    • Fairholme Takes Classic Value Path: This fund takes its cue from Warren Buffett, and it offers a way to gain exposure to Berkshire Hathaway, a top holding.
    • AmSouth Finds the Sweet Spot: We think this regional bank's business mix, which features low-cost deposits, is especially advantageous at this point in the economic cycle.
    • A Way to Play Emerging Markets: This exchange-traded fund, which tracks stocks in a large number of developing countries, is part of our recommended asset allocation portfolio.

    Some of the Companies Featured:
    AK Steel Holding Corp.
    American Capital Strategies
    Amr Corp.
    Elizabeth Arden Inc.
    Equitable Resources Inc.
    Factset Research Systems Inc.
    Goldman Sachs
    Houston Exploration
    IAC/Interactivecorp
    Indymac Bancorp
    Ingersoll-Rand
    McKesson Corp.
    SCP Pool Corp.

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