WebMD makes life easier for doctors, patients; Watts brings you water   Though it’s winter weather outside, we felt a need to do some spring cleaning. After reviewing our positions, we feel most of them still promise higher returns. One, however, our short sale of… Read More

RFID technology gets set to replace those ubiquitous bar codes   A revolution is taking place. Bar codes, those ubiquitous black lines printed on just about everything, have long been used to identify products in the warehouse and at the checkout counter. But like the Model… Read More

Byron Wien: Master of Surprises   It’s becoming our annual tradition to present the thoughts of Byron Wien, Morgan Stanley’s chief investment strategist. For one thing, he’s that rare Wall Street pro who distinguishes himself by thinking for himself without being influenced by the crowd, and… Read More

Your stocks, our views   We frequently get calls or emails from subscribers interested in our views on stocks that are not part of TCI portfolios. While we can’t answer queries individually, we thought it would be a useful service, from time to time, to comment… Read More

For investors, will 2005 be the best of years, the worst of years, or something in between? At first glance, the outlook would appear to be for a somewhat ho hum, business-as-usual 12 months. With inflation by most measures at 2 to 3 percent, and the P/Es… Read More

Old news is good news   THE OUTLOOK: The world’s population is aging. HOW TO PROFIT: Health care and insurance companies will be among the biggest beneficiaries.   At its most basic, smart investing comes down to identifying surefire long-term trends… Read More

They cater to our ailing joints, our failing eyes, and our demand for drugs   Let’s get right down to the remaining three demographically favored health care stocks from the table on p.2.   First up is one we’re adding to Growth Portfolio this issue:… Read More

Take a big profit in SL Green but continue to hold onto Regency   REITs have sure been hot. The Morgan Stanley REIT index soared 29 percent in the first 11 months of 2004, following a 36 percent rise in 2003—a winning streak that means a… Read More

Berwyn and CGM Focus offer considerable diversification appeal   Two more FundFolio veterans—small value fund Aegis Value and small blend fund Royce Low Priced Stock—have performed so well, thereby attracting so much money, that they’re now closed to new investors. If you… Read More

Why we’re dumping Clear Channel and OmniVision   This issue, as we do periodically, we’re engaging in some housecleaning. We’ve reviewed all our recommendations and in particular we’ve looked to see if they still are important holdings of the funds that originally brought them to our… Read More