Research

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Articles in July 2004 issue of Research

• Public professor: George Daly will be putting post-scandal Wall Street settlement money to use in educating the public about investing.(ProfilesInsuccess)
  by Rusoff, Jane Wollman
• ScottishPower.(Investor Fact Sheet)
• Property pays: after the recent interest rate-induced correction, many REIT stocks look attractive.(Investment Section)
  by Paul, Katherine
• Kimco Realty Corporation.(Fact Sheet)(Company Profile)
• Back to the future: Bogle keeps preaching reform.(FundReporter)(Brief Article)
• Costly strategy: bond trusts bruised.(ResearchReporter)(Brief Article)
  by Martin, Robert Scott
• Community effort: philanthropy is a cooperative process for the team at Abner, Herrman & Brock. Money managers Jason Graybill and Caryn Zweig share the secrets of how the firm became a giant in the eyes of many small foundations and their affluent tru
  by Martin, Robert Scott
• Exelon Corporation.(Investor Fact Sheet)(Company Profile)
• Western Gas Resources, Inc.(Brief Article)
• Growth and income: safety-minded investors are attracted to companies with regular and growing dividends.(Investment Section)
  by Evers, Anne
• Directed brokerage: Amex under scrutiny.(FundReporter)(Brief Article)
• Ethical action: shareholders fight Yum.(ResearchReporter)(Brief Article)
  by Martin, Robert Scott
• Public Service Enterprise Group: providing safe and reliable energy for 100 years.(Company Profile)
• RPM International Inc.(Brief Article)(Company Profile)
• About First Data (NYSE: FDC).(Company Profile)
• The big picture: Moneyscope.(FundReporter)(Brief Article)
• Google scam: fake insider jailed.(ResearchReporter)(Brief Article)
  by Martin, Robert Scott
• Power stocks: with interest rates rising, analysts are looking at different approaches to utility investing.(Investment Section)
  by Paul, Katherine
• Questar (NYSE:STR): capitalizing on the strong fundamentals of natural gas.(Brief Article)
• Investment sections: utilities, REITs & Dividend Achievers.(Brief Article)(Illustration)
• Consolidation: Wells Fargo buys strong funds.(FundReporter)(Brief Article)
• Harmony in the workplace.(Editor's Letter)(Editorial)
  by Weinreich, Gil
• The world just got a little smaller: global business solutions for the expanding enterprise.(Nasdaq: EPIC)(Brief Article)
• How do you build a billion dollar brand?(Brief Article)
• Citigroup depositary receipt issuers.
• Risk/reward: I-banks out on a limb.(ResearchReporter)(Brief Article)
• Business planning 101: expecting the worst and hoping for the best is the only sound preparation for business success.(SalesSeminar)
  by Good, Bill
• Sleep peacefully: "The Financial Professional's Storybook." by Scott West, David Saylor and Mitch Anthony. Advisor insights press. $30.(Book Review)(Book Review)
  by Scott, Mary
• Cisco systems investor information.(Brief Article)
• McDonald's Corporation.(Brief Article)
• The most exciting global investment opportunities are available right here ... including these top U.K. companies.(Illustration)
• Market tactics: UBS deepens UHNW push.(ResearchReporter)(Brief Article)
• Portrait of a branch manager: one of the unsung heroes of the brokerage business, Don Davis, Smith Barney's Beverly Hills branch manager, puts in 12-hour days helping 85 advisors help many thousands of clients.(Cover Story)
  by Rusoff, Jane Wollman
• Is Africa a gold mine? Africa's time has yet to come, but some adventurous investors are keen on getting in on the ground floor.(GlobalInvestment)
  by Bayer, Alexei
• A world of performance A world of possibility The world of ProLogis.(Brief Article)
• Beckman Coulter, Inc.(Brief Article)(Company Profile)
• Man with a plan: John Olson has won respect from prospects and clients with solutions to their financial problems rather than mere product sales.(TheWinner'sCircle)
  by Shook, R.J.
• Shifting plans: waiting to retire.(ResearchReporter)(Brief Article)
• Helping clients with IRA planning: by mastering the complex rules surrounding beneficiary designations, advisors can provide service a cut above the rest.(Focus on: Financial Planning)(Individual retirement accounts)
  by Peyrefitte, Sally
• Three-part harmony: a management style that fosters trust, caring and respect in the office is essential to business success.(TheEthicalAdvisor)
  by Weinreich, Gil
• Impac Mortgage Holdings, Inc.(Brief Article)
• Avon.(Brief Article)(Company Profile)
• What are hedge funds, anyway? Advisors both praise and disdain these vehicles, but are they even talking about the same thing?(ProductManagement)
  by Drucker, David J.
• Social investing; Allocation.(Letters)(Letter to the Editor)
• Ready, aim, fire: a good coach can help advisors execute a plan to realize their ideal future.
  by Uzelac, Ellen
• Big fish, small fees: Schwab gives discount.(ResearchReporter)(Charles Schwab & Company Inc.)(Brief Article)
  by Martin, Robert Scott
• Trizec Properties, Inc.(Company Profile)
• Aqua America.(Aqua America Inc.)(Brief Article)
• Limited exposure: pensions nibble at hedges.(FundReporter)(Brief Article)
• Broadened base: advice for the masses.(ResearchReporter)(myfinancialadvice.com )(Brief Article)
  by Martin, Robert Scott
• Answer man: Ed Slott says most advisors are simply not up on the rules when it comes to IRA distributions, and can do their clients and their business a lot of harm.(ProfilesInsuccess)(Individual retirement accounts)
  by Uzelac, Ellen
• Glenborough Really Trust.(Company Profile)
• Building a strong America: MDU Resources Group, Inc., a member of the S & P MidCap 400 index, provides value-added natural resource products and related services that are essential to our country's energy and transportation infrastructure.(Investor Fa
• Peace of mind: Putnam parent manages risk.(FundReporter)(Brief Article)
• Tepid response: flat marks for wirehouses.(ResearchReporter)(Brief Article)
  by Martin, Robert Scott