An Interview With Walter Harrison, Portfolio Manager, Granum Value Fund

Stocks
Shareholder Letter Revelations: Can You Trust the Leadership?
The quality of management, particularly the CEO, is an important indicator when evaluating a company. Astute investors will look for evidence of the CEO's qualities in the shareholder letter.

Top Web Sites
AAII's Guide to the Top Investment Web Sites, 6th edition, 2002
AAII's annual survey of investment-related Internet sites tells you the best sites to go to on the Web to find what you need.

Investment Newsletters
Newsletter Sentiment: It's the Degree of Agreement That Counts
Rather than concentrate on the average recommendation among newsletters, new research focuses on the degree of dispersion among their various recommendations, which may be correlated with very short-term market phenomena.

Stock Strategies
Shareholder Letter Revelations: Can You Trust the Leadership?
The quality of management, particularly the CEO, is an important indicator when evaluating a company. Astute investors will look for evidence of the CEO's qualities in the shareholder letter.

Portfolio Manager Interview
An Interview With Walter Harrison, Portfolio Manager, Granum Value Fund
A hedged approach to investing in growth firms selling at a discount.

A Matter of Opinion
Popular Allocation Approaches Put the Cart Before the Horse
Allocation may be helpful, but the key to risk control is the selection of the individual assets in the portfolio. Choose individual investments first, allocate weightings later.

Stock Strategies
Bill Provides a New Framework for Accounting & Corporate Governance
A summary of the Public Company Accounting Reform and Investor Protection Act of 2002.

Stock Screens
Building a Screen for Reasonably Priced ADRs
Performance of an ADR will closely monitor that of the underlying stock traded on a foreign exchange. And for U.S.-based investors, ADRs are subject to the same currency risk as the underlying stock.