Date updated:08-13-2007
Right now, the market seems torn: is inflation, indeed, decelerating, as the Fed seems to be forecasting? Or is it about to pick back up again?
Here are some ideas on how to set up your portfolio if you believe inflation is decelerating, and that the Fed will soon cut interest rates.
(if you can think of any stocks, ETF's, or mutual funds that I don't already have here, please tell me, and I'll add them in)
By: Matthew

-
LMVTX
Legg Mason Capita - $35.30
- +0.43%
- $N/A
The Play: "Legg Mason Value Trust" The Thinking: Bill Miller - "Value Trusts"'s portfolio manager - is extremely bullish for 2007. As Mr. Altucher pointed out elsewhere, if you're bullish for 2007, you might as well start here...

-
MRVL
Marvell Technolog - $14.73
- +0.20%
- $14.59
The Play: "Marvell Technology" The Thinking: This thing can move. Volatile as all heck. Also, a fed cut should mean an increase in risk-appetite, which would basically mean an increase in the desire for Marvell...

-
GLW
Corning Inc - $15.30
- +0.20%
- $15.02
The Play: "Corning" The Thinking: It's product line should make it a leader in an up market. In addition, it seems to be a favorite for hot money lately...

-
CTXS
Citrix Systems - $38.88
- +1.41%
- $38.17
The Play: "Citrix Systems" The Thinking: Spurred by a rate cut and future earnings increases (?), CTXS could move higher.

-
MGRIX
Marsico Growth Fu - $15.69
- +0.32%
- $N/A
The Play: "Marsico Growth" The Thinking: In an up market, Marsico's alpha is incredible...

-
WFC
Wells Fargo & Co - $27.12
- -0.62%
- $26.72
The Play: "Wells Fargo" The Thinking: Good long-term growth capacity, terrific management. Rate cuts should propel investors to the best bank around. A rate cut would also alleviate recent fears (about subprime exposure) that have been hanging over the stock.

-
GS
Goldman Sachs Grp - $171.78
- -0.93%
- $171.96
The Play: "Goldman Sachs" The Thinking: One of the key leaders during a move up. If a rate cut occured, this trend should continue. In addition, the likely pick-up in market activity should bode well for GS's earnings for 2007...

-
BSC
Elements Bg Sm Cp - $10.04
- 0.00%
- $N/A
The Play: "Bear Stearns" The Thinking: A rate cut would alleviate fears over BSC's exposure to the current subprime mortgage situation. The fact that it's such a high-quality company, as well as its low multiple, should only help it further... Benefits from up markets as well...
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A. geez RB, i think we need to shut up
about taxes....if ya'll are wondering
why we have a deficit, go check out that
link.
A. The only one I own : SLX,
too hard pick a winner out all of them
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