
News
Jeff Markunas, Large Cap Core Equity Fund
8/21/2008Jeff Markunas comments on a big box home improvement retailers’ reluctance to amplify discounts and promotions for the back-to-school season.
Ron Schwartz, Investment Grade Tax -Exempt Fund
8/12/2008Ron Schwartz discusses the fund's performance and high quality focus as well as his outlook for municipal bonds.
Rob Corner, Short-Term Bond Fund
8/7/2008Rob Corner discusses his stance on the market for covered bonds and ways to help banks kick-start the stalled mortgage market.
Don Wordell talks about his dividend orientation, valuation approach, and identification of catalysts to pick stocks. Using this process, he identifies two stocks that show promising growth prospects over the next 12-18 months.
When discussing market sentiment, Jeff Markunas argues that the market is looking better in the near term because it will continue to correct itself from the low that was reached during mid-July. He prefers the tech sector because of the attractive valuation and the ability for earnings to come through despite a global economic slowdown.
Don Wordell describes why the generous dividend yield, attractive valuation, and solid fundamentals of one major toy company makes this stock a great one to own.
Chad Deakins, International Equity Fund
7/22/2008Chad Deakins expresses his interest in Brazil as an appealing and developing economy. His main concern is whether or not the government will be successful in combating rising inflation.
Fact sheets for Equity, Fixed Income, Asset Allocation and Money Market Funds.
Alan Gayle discusses growth opportunity in the financial sector for deep value investors who don’t expect accelerated income levels from these firms. Gayle believes economic conditions are too harsh for quick growth but he does believe financial stocks are trading at a bargain price.
Don Wordell describes his expectations of lower fuel costs in the not too distant future as a result of demand destruction. Due to record high fuel prices and difficult economic conditions, there have been fewer trucks on the road, planes in the air, and people driving. Wordell believes this will support an increase in supply and a significant drop in oil prices that will help the U.S. economy to get back on track.
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