Stocks: Is It Time to Start Betting on a Recovery?

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March 27, 2009
Investing Intelligence Insights and analysis from BW and Standard & Poor's

NEWS  THIS WEEK'S TOP STORY INVESTING Stocks: Is It Time to Start Betting on a Recovery? As some economists grow excited about prospects for recovery by yearend, here are some sectors and trends to watch. Cautions, too   MORE TOP STORIES MARKET SNAPSHOT Stocks Broadly Lower Investors took profits Friday after the market's recent advance. Obama's meeting with top U.S. bankers was seen as positive HOW TO PLAY IT The BusinessWeek 50: The Best Performers To identify the best stock plays, we put our new list through two rigorous screens designed to single out those companies the true Wizards of Wall Street might buy. INVESTING Oil's Fledgling Recovery: Should Investors Jump In? The rally in oil prices has many pros closing out bearish positions and moving to neutral ones. But will the trend continue upward? INSIDE WALL STREET New Life at Life Technologies Also featured: Family Dollar Stores and LSB Industries INVESTING REITs: Finding Gems Amid the Rubble Pros see attractive opportunities in beaten-down shares of some real estate investment trusts THE WEEK AHEAD Vital Signs: Is Unemployment Near a Peak? For the Apr. 3 jobs report, economists see another 650,000 drop in payrolls and the unemployment rate jumping to 8.4% GENE MARCIAL'S STOCK PICKS Marcial: Core Labs, a Prime Pick in the Energy Patch Analysts expect the Dutch company, which helps oil and gas companies boost their output, to benefit from its savvy technology and strength overseas INVESTING Toxic-Asset Plan: Tricky Times Ahead The Treasury's program to cleanse bank balance sheets may be hampered by banks' unwillingness to pony up bad loans—and investors' fears of political risk INVESTING Will Financial Stocks Clean Up? The Treasury's toxic-asset plan is the latest positive development for the sector. But investors may want to keep their optimism in check This Market Rally May Be Real Better policy and a shrinking trade deficit, in addition to clues from history, argue for muted optimism   INVESTING TOOLS MUTUAL FUND SCOREBOARD How's Your Fund Doing? Our Interactive Scoreboard has complete results for some 2,500 equity funds, hundreds with BW's exclusive risk-adjusted ratings This newsletter is a FREE service provided by BusinessWeek.com. To sign up for other newsletters, cancel delivery, change delivery options or change your e-mail address, please go to our Newsletter Preferences page. If you need other assistance, please contact Customer Service or contact: Wanda Cooper BusinessWeek Customer Rights Communications Data Services 1995 G Avenue Red Oak, IA 51566 Phone: 1-800-635-1200 View our corporate privacy policy at http://www.mcgraw-hill.com/privacy.html. To learn more about how BusinessWeek.com applies this policy, you can contact our Marketing Department. Copyright 2008, by The McGraw-Hill Companies Inc. All rights reserved. Terms of Use | Privacy Notice  BW MALL   SPONSORED LINKS Try Currency Trading  Learn to Trade FX with a Free Demo. Free Commentaries and Market news. Free Forex Trade Alerts  Get Forex Trade ideas twice daily on currency pairs at FX360.com Trade Gold at Forex.com®  Real-time quotes, charts, news, research & tools. Try a risk-free practice account. A Better Stock Screen  Discover How to Buy the Right Stock And What Price to Pay for It! Make Wiser Investments  Save, Organize & Monitor your Investment Ideas with ImpactOven - Free Trial. Buy a link now!

Inside: This Week in Investing Welcome to Investing Intelligence, your weekly guide to the broad range of news, analysis, and strategies you can find on the BW Online Investing Channel. Our aim is to provide the info -- and tools -- you need to help make smarter investing decisions. -- Will Andrews E-MAIL A FRIEND  |  NEWSLETTERS  |  GET RSS ADVERTISEMENT Municipal Bonds. A Good Hedge In Volatile Markets The right Munis and securities insurers can increase your yield without sacrificing quality and protect against lower interest rates. Stoever Glass. Advertisement Featured Special Report Financial Advisers: New Rules for Tough Times 2009 A Changed World for Financial Advisers Investment plans developed by professional financial advisers failed miserably in 2008. What have they learned from the meltdown? Most Experienced Independent Financial Advisers Finding an Adviser You Can Trust Should You Manage Your Own Portfolio? Video: Financial Advice for the Meltdown Financial Advisers' Best Ideas Readers Speak   More Special Reports…   IN YOUR FACE: AIRLINE CONSOLIDATION? Reader RNB Writes: "Apparently, for James Oberstar, airlines aren't businesses -- they are jobs programs. If a merged Delta-NWA were to be headquartered in Minneapolis, he'd be all for it. Otherwise, forget it." Tell Us: Should Airlines Become More United? >   BLOG ECONOMICS UNBOUND >> The big surprise, when Lehman failed, was how fast the disaster spread across the global financial markets and economy. We are gradually understanding more about why that happened. Brad Setser recently identified a crucial piece of the puzzle. -- Michael Mandel Visit Our Other Blogs Auto Beat Bangalore Tigers Blogspotting Brand New Day Byte of the Apple Economics Unbound European Insight Fine On Media Games, Inc. GreenBiz Hot Property Investing Insights Management IQ New Technology in Asia NEXT: Innovation Tools & Trends NussbaumOnDesign Tech Beat Working Parents POST YOUR OWN COMMENTS  Investing: Europe Insights on Europe Investing news and analysis provided by BusinessWeek, Standard & Poor's, and other sources   MUTUAL FUNDS Find The Best Funds We did the work, and you get the results: Our Mutual Fund Scoreboard is all you need   BW VIDEO Out In The Cold Mar. 29 - Fed Chairman Bernanke said that inflation remains a primary concern, erasing hopes of a near-term rate cut, says S&P senior economist Beth Bovino • More Video Views Advertisement