January 29, 2010    

On this week’s Consuelo Mack WealthTrack: the intersection of stocks, politics and energy and what they mean for your portfolio. Consuelo sits down with Wall Street’s number one Washington analyst, ISI Group’s Tom Gallagher; five-star FPA Crescent Fund manager, Steve Romick; and Weeden & Co.’s legendary energy analyst, Charles Maxwell.

Tom Gallagher

Managing Director
ISI Group


“The One Investment...”
The Next BRICs?
- Claymore/BNY Mellon Frontier Markets (FRN)
  Price: $18.24 on 1/29
  52-week range: $9.53 - $19.95

Steve Romick

Portfolio Manager
     FPA Crescent Fund



“The One Investment...”

Insured Value
- Aon Corporation (AON)
  Price: $38.90 on 1/29
  52-week range: $34.81 - $42.92

Charles Maxwell

Senior Energy Analyst
Weeden & Co. LP


“The One Investment...”

Canadian Favorite
- Suncor Energy Inc. (SU)
  Price: $31.65 on 1/29
  52-week range: $16.95 - $39.62


Consider putting some money in Canada


Canada’s Benefits

Budget Deficit as % of GDP
Canada = 5%
US = 12.5%

National Debt per person
Canada - $15,000
US - $38,750

Rise of the Canadian Dollar
13.6% up against USD in 2009

Canada’s Energy Exports
- Offshore Deposits of Natural Gas
- Athabasca Oil Sands

Morningstar Recommends:
Fidelity Canada (FICDX)
10-year performance = 10.6% annualized returns
iShares MSCI Canada Index (EWC)
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