Feature Article

  • November 29, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–In May 2002, I wrote that the US dollar would gradually lose value but that it would remain the major currency of the world, albeit from a lower valuation plateau. At the time, you needed less than USD0.90 to buy EUR1; a little… Read More

  • November 22, 2006

Editor’s Note: A weekly publication, SRI doesn’t take any breaks. That said, it seems to me that long holiday weekends like Thanksgiving and New Year#s offer opportunities for some thinking and reflecting, which I plan to do. Consequently, issues that fall during holiday weekends are a bit shorter than normal,… Read More

  • November 15, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–As 2006 draws to an end, I’ll gradually review the main themes that have been driving SRI’s investment decision-making this year. The majority of my recommendations are based on long-term themes enhanced and altered according to the opportunities presented by the markets. Special… Read More

  • November 8, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–Today I’m taking a quick look at the results reported so far by companies in the SRI Portfolio. Those recommendations not covered below have either been discussed in previous issues or have yet to report third quarter results. Singapore Telecommunications: most-recent… Read More

  • November 1, 2006

By Yiannis G. MostrousFALLS CHURCH, Va.–As I noted last week, earnings for US-based corporations continue to come in quite strong. What#s impressive about the positive news is that it’s happening even as US GDP growth registered one of its lowest readings (1.6 percent) since the first quarter of… Read More

  • October 25, 2006

By Yiannis G. MostrousMCLEAN, Va.–Initial results indicate that US corporate earnings haven’t fallen off: 30 percent of the S&P 500 companies have reported, and the majority has beaten estimates (though excessive pessimism had led analysts to lower third quarter estimates). The current market rally now seems to be… Read More

  • October 18, 2006

MCLEAN, Va.--Shinzo Abe was elected Prime Minister of Japan on September 26; I had provided a brief background on Abe as his term as Junichiro Koizumi’s Chief Cabinet Secretary neared its end (see SRI, 16 August 2006, A Political Summer). Read More

  • October 11, 2006

North Korea finally went ahead with its nuclear test, reminding the world there remains a problem that must be addressed (hopefully through clear-headed negotiating strategies). Read More

  • October 10, 2006

Shinzo Abe was elected Prime Minister of Japan on September 26...The new administration has begun to reveal its goals, and it’s time to take a closer look at developments in Japan. Read More

  • October 4, 2006

New readers, please note that this is a long-only portfolio. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are also long-only. Read More