Monday, December 31, 2012

Mark Hogan - Business Courier of Cincinnati:

sucujovide.wordpress.com
Hogan and his cohorts at are finding most of their opportunitiexs in international stocksand U.S. stocks with a lot of overseazs operations. "Our economy is definitely slowing, and theree are some troubled areas," Hogan So he's looking to companies that gain from the fast growtjin China, India and South America. The credit cruncn and housing market problems that havestricken U.S. markets have been sourcex of concern, Hogan said. "We don'tr think it's over yet," he said. "It'll probablty be six to nine months before real estatedbottoms out.
" Still, he's finding some financial stocks worth a look, such as Despite the pitfalls that the markert faces, Hogan isn't too down on its Even though earnings are slowing, he still expects high single-digity growth. And stock valuations are as lowas they've been in 10 Consumer staples is an area he Beer and wine maker (DEO) tops that as does (UN), which has a batch of food and personap care brands. In health care, he expects a maker of artificial joints, to post growth of 12 percentg to15 percent. Closer to home, Hogan favorsd local media company E.W. Scripps It's about to splif its Internet and cable TV network businessesz off from itsnewspaper unit.
"Wse think it has tremendous future potential for he said. Hogan joinee RiverPoint in 1999 and has been in the business for22

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