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Longest Losing Streak in Japan
Jul 03, 9:55 PM EDT
Stocks in Tokyo continue to fall for eleven trading days in a row. Investors fear rising inflation and falling corporate profits.
Stocks in Japan continue to slide for the eleventh session in a row. Rising crude oil prices, persistent worries related to credit markets and weakening consumption is keeping investors on the sidelines. Steelmakers fell after weak global auto demand for Japanese makers dragged stocks lower. Nikkei 225 index, as tracked by Nikkei News report the longest losing streak in the last five decades.
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 ETF / Mutual Fund Q&A    
Enhanced Dividend Strategy
Jun 25, 10:45 AM EDT
Performance is all about the investor perception of the stock, according to Harvey Neiman, the manager of the Neiman Large Cap Value Fund. The fund focuses on dividend paying companies, as the market tends to supports them, and enhances that dividend through writing call options. He relies on a number of fundamental screens to build a portfolio of stable companies that can not only perform, but also can help protect.
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Mid-Cap Leaders
Jun 17, 9:04 AM EDT
Geneva Growth Fund invests in US based companies with consistent records of performance, experienced management, solid earnings history, superior growth potential and market values within the cap range of the Russell Midcap Index. About 70% of the investment team's new ideas come from conferences and company visits. This bottom-up approach is supplemented with “top-down“ considerations-reviewing general economic conditions and analyzing their effect on various industries.
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Mutual Fund Sector Tables
 Financial Services  Health-Biotechnology
 Natural Resources  Real Estate
 Science and Technology  Specialty-Miscellaneous
 Telecommunications  Utility
 Equity Income  S and P 500 Index Objective
 Large-Cap Core  Large-Cap Growth
 Large-Cap Value  Mid-Cap Core
 Mid-Cap Growth  Mid-Cap Value
 Multi-Cap Core  Multi-Cap Growth
 Multi-Cap Value  Small-Cap Core
 Small-Cap Growth  Small-Cap Value
 Specialty Diversified
Understanding Market Drivers
Jun 16, 11:59 AM EDT
Rock Canyon Top Flight Long-Short Fund is built on the premise that in any given investment environment there is a unique set of factors that cause investors to prefer one investment style over another. Fund manager Jonathan Ferrell is trying to identify style trends that will persist for some time and create a return stream that has the ability to outperform in any market environment and has a low level of correlation with the market itself and with other traditional strategies.
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SMID Selection
May 29, 1:47 PM EDT
Paradigm Select Fund focuses on exploiting inefficiencies in the small to mid-cap markets by a bottom-up fundamental stock selection process. Fund manager Jason Ronovech has found that conservatively managed companies, if purchased at a discount to intrinsic value, can provide consistent returns. The portfolio is distributed among a variety of industries with holdings in undervalued companies with solid long-term growth prospects.
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 U.S. Economy  
 Economic Calendar 
ISM Services Falls to 48.2% in June
Jul 03, 10:35 AM EDT
ISM's Non-Manufacturing New Orders Index contracted in June after three consecutive months of growth.
June''''s NMI at 48.2% indicates contraction in the non-manufacturing sector after two consecutive months of growth. A reading above 50% indicates the non-manufacturing sector economy is generally expanding; below 50% indicates the non-manufacturing sector is generally contracting.
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 Earnings News  
 Earnings Calendar 
Apollo Group, Family Dollar Rise
Jul 03, 1:32 AM EDT
Apollo Group reported better than expected earnings and sales growth. Family Dollar net income rose 7% on 2% rise in sales.
Apollo Group reported third quarter revenue rose 14% to $835 million and net income increased 5% to $139.1 million from a year ago. The University of Phoenix, an online educations services provider said instruction cost and services fell to 41.6% from 43.8% from a year ago. Separately general merchandise retailer, Family Dollar reported sales increase of 2.9% to $1.702 billion and net income increased 7% to $64.7 million.
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 Analyst View / Management Talk Q&A  
Capital Preservation
Jun 13, 2:14 PM EDT
Caldwell Trust Company is an independent trust company devoted to providing clients with personalized and focused professional services that safeguard their financial assets while maximizing investment return. Fund managers R. G. Caldwell Jr. and H. Lee Thacker Jr. believe that they can build loyalties with clients through word-of-mouth referrals without the need for mass marketing. The company has three kinds of clients: - individuals, business owners and group employee retirement plans.
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An Index Map of Market Cap
May 28, 1:13 PM EDT
Most investors associate NASDAQ with large outperforming companies but they should not overlook the potential of other market cap tiers on the exchange. The FTSE NASDAQ Index Series uses FTSE’s global indexing expertise to break the Nasdaq marketplace into Large-, Mid- and Small- cap market segments. FTSE Americas President Jerry Moskowitz explains how this structured breakdown offers a whole spectrum of exposure and diversification in the NASDAQ marketplace.
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