Sometimes what’s left out is more revealing than what is put in. A case in point: Business Week’s late August cover story entitled simply “China & India.” What it contained was fine, though already old news to TCI readers. For instance, it noted that the economic emergence… Read More

There’s magic in high-flying profits   THE OUTLOOK: The economy is likely to become increasingly tricky and could come to resemble the treacherous, inflationary 1970s. HOW TO PROFIT: Focus on companies that can sustain truly outsized earnings growth.   Love may make… Read More

Online leaders Yahoo! and eBay can maintain 30% a year growth   If, as we argued in the preceding article, growth is all, then investors need to own a piece of the Internet. Over the past five years, the Internet has grown far faster than any… Read More

Most of our picks are on track; as Aqua’s P/E rises, it’s a hold, for now   Quarterly earnings are in and mostly met our expectations. We’ve revised some targets, mainly upward, and changed one buy to a hold. Note that we’re sticking with our energy… Read More

Look for large-cap funds with low volatility and consistent records   One of the irresistible things about mutual funds is that even a very small amount of money—in some cases as little as $100—lets you buy into an entire basket of stocks, bonds, or both. I.e.,… Read More

Strong results for Infosys; we take a profit in Spinnaker   With second-quarter earnings reports in, it’s a good time to review our portfolio. We’re taking profits in one solid performer and revising some targets.   Rail disruptions across the nation, which drastically cut coal… Read More

Our energy picks shine, but Watts Water comes up a bit wet   The recent earnings season, in which many small- and mid-cap companies reported results at variance with analysts’ expectations, was largely kind to our Fast Track picks. Many of our long positions had better-than-anticipated… Read More

Homeland security is a diversified industry that’s growing fast   The terrorist bombings in London this July were unsettling reminders, if any were needed, that homeland security remains an area of enormous importance. While no one likes to think about the possibility of more attacks here… Read More

Jorma Ollila: He’s Got Oil’s Number   Actions, as they say, speak louder than words, and we think that the recent actions of business visionary Jorma Ollila speak volumes.   Ollila, 54 years of age, is the Finnish businessman who as CEO of Nokia… Read More

The flaw in Diamond’s thesis   Editor’s note: TCI readers know we passionately believe that the most important problem facing the world today is a growing energy squeeze, as oil supplies become increasingly inadequate. The truly puzzling question is why so relatively few political leaders and… Read More