Active Voice: Mid Cap - Industrials Trade Ideas, 23 October 2007

Valuation levels and high earnings expectations of industrial-based stocks force a selective posture. We discuss three themes investors might use to isolate and leverage: High Quality, Foreign Exposure and Energy-related Spending. Mid Cap company screens on key themes by Industrials sub-industry segments included.

 Active Voice: Small Cap - Industrials Trade Ideas, 23 October 2007

Valuation levels and high earnings expectations of industrial-based stocks force a selective posture. We discuss three themes investors might use to isolate and leverage: High Quality, Foreign Exposure and Energy-related Spending. Small Cap company screens on key themes by Industrials sub-industry segments included.

 Active Voice: Micro Cap - Industrials Trade Ideas, 23 October 2007

Valuation levels and high earnings expectations of industrial-based stocks force a selective posture. We discuss three themes investors might use to isolate and leverage: High Quality, Foreign Exposure and Energy-related Spending. Micro Cap company screens on key themes by Industrials sub-industry segments included.

 Active Voice: All Cap -- Industrials, 16 Oct 2007

Sector dominance has caused Industrials valuation levels to reach structural highs. Spending in this sector, tied to rising energy costs, points to an ongoing buildout. Valuation levels coupled with heady growth expectations force selectivity.

 Briefing: Mid Cap, 3 October 2007

The Cirrus Mid Cap Index gained 2.9% in September. Markets rewarded momentum, revisions and growth strategies. Industrials, Materials and Energy (IME) continued to shine while Consumer Discretionary suffered.

 Briefing: Small Cap, 3 October 2007

Curious crosscurrents emerged as the market appeared to embrace risk, but shun smaller, less liquid ideas. Quality and growth strategies outperformed. Factors such as momentum or relative price strength and earnings revisions gained.

 Briefing: Micro Cap, 3 October 2007

Micro Caps finished September up a modest 2%. Higher momentum and long-term growth names performed better; stocks with cheaper valuations underperformed. A quarter of Industrials, Materials and Energy (IME) names posted double-digit returns.

















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