Richard Stice, CFA
Dunham Large Cap Growth Fund

Wall Street can be fickle. The same company can be popular when investors overall are in one mood and unpopular when their mood shifts. Fund manager Richard Stice cites Walgreens as an example. Its stock jumped in 2002, when investors were looking for so-called defensive stocks amid an uncertain outlook for the overall market. Then in 2003, even though Walgreens’ financial picture remained steady, its stock price lagged behind other large-cap stocks as investors sought more aggressive investments. The lesson: Consider the market’s mood along with a company’s growth prospects when picking stocks.

Here are some of Stice’s favorites for the current market, which is tending to favor large-cap growth stocks with big overseas exposure…
McDonald’s Corp. (MCD). Strong growth in the Asia-Pacific region, Europe, the Middle East and Africa has helped fuel big jumps in revenue for the world’s largest fast-food chain, which is based in Oak Brook, Illinois. In the US, the chain has been helped by new items that range from premium coffee to snack wraps and extended late-night hours. McDonald’s 2.5% dividend yield is also attractive. Recent share price: $58.54.
Cameron International Corp. (CAM). This Houston-based company supplies parts to oil drillers. Even if oil prices back off from recent levels above $90 a barrel, demand from countries with rapidly growing economies such as China should keep drillers busy. Also, Cameron uses long-term contracts to lock in prices. Recent share price: $86.06.

It needs to be shown out that crimes against our constitution will not be tolerated.

Mindy

Are you ashamed of what you are saying, or too gutless to take critique?

Douglas

Are you ashamed of what you are saying, or too gutless to take critique?

Douglas

Are you insane, or just too stupid to know what you are saying?

Why would a woman support a woman over a man just because she is a woman? We may be women, but we want the same thinks that men should want from our political leaders.

We want honesty. Being a female doesn’t excuse lying, ignorance, or incompetence by a politician.

If all things were equal, I would support the female over the male. But for you to suggest that we as females support a woman just because she is a woman is stupid, inane, and the reason men think they do not have to take women or the ERA movement seriously.

You have more to offer than just your plumbing. You have a brain, use it.

Kathleen