Research Briefs
Sage Financial Advice periodically prepares research briefs on individual companies, real estate investment trusts, exchange traded funds, and other types of investments. Research briefs are currently available on the following investments (symbol / date prepared):
Consumer Staples:
General Mills (GIS / December 9, 2011)
Kraft Foods (KFT / December 22, 2011)
McCormick & Company, Inc. (MKC / September 19, 2011)
Philip Morris International (PM / May 24, 2011)
The J. M. Smucker Company (SJM / February 21, 2012)
Energy:
BP (BP / February 1, 2012)
Chevron (CVX / February 1, 2012)
El Paso Pipeline Partners, LP (EPB / February 6, 2012)
Exxon (XOM / February 1, 2012)
Financials:
Community Bank System (CBU / September 14, 2011)
Foreign Stock ETFs:
AIA iShares S&P Asia 50 Index (AIA / May 24, 2011)
BLDRS Asia 50 ADR Index (ADRA / May 24, 2011)
iShares MSCI EAFE Value Index (EFV / January 25, 2012)
SPDR MSCI ACWI (ex-US) (CWI / May 25, 2011)
Vanguard MSCI Europe ETF (VGK / May 25, 2011)
WisdomTree Emerging Markets Equity Income Fund (DEM / June 3, 2011)
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS / June 3, 2011)
WisdomTree Europe SmallCap Dividend Fund (DFE / June 1, 2011)
WisdomTree International SmallCap Dividend Fund (DLS / January 25, 2012)
Health Care:
Abbott Labs (ABT / May 26, 2011)
Johnson & Johnson (JNJ / September 28, 2011)
Industrials:
3M Company (MMM / December 8, 2011)
RPM International Inc. (RPM / September 19, 2011)
Sigma-Aldrich (SIAL / September 14, 2011)
Real Estate Investment Trusts:
Associated Estates Realty Corp. (AEC / February 2, 2012)
CommonWealth REIT (CWH / February 9, 2012)
EastGroup Properties, Inc. (EGP / February 13, 2012)
Franklin Street Properties Corp. (FSP / February 9, 2012)
Home Properties, Inc. (HME / February 2, 2012)
Mid-America Apartment Communities, Inc. (MAA / February 2, 2012)
UDR, Inc. (UDR / February 2, 2012)
Technology:
International Business Machines (IBM / September 14, 2011)
Utilities:
AGL Resources (AGL / June 14, 2011)
Alliant Energy (LNT / April 21, 2011)
American Electric Power Company (AEP / April 21, 2011)
Entergy Corporation (ETR / April 21, 2011)
Vectren Corporation (VVC / June 14, 2011)
Taxable Fixed Income ETFs:
iShares Barclays 1-3 Year Credit Bond Fund (CSJ / September 1, 2011)
iShares Barclays Credit Bond Fund (CFT / September 7, 2011)
iShares Barclays 10+ Year Credit Bond Fund (CLY / June 15, 2011)
iShares Barclays TIPS Bond ETF (TIP / November 16, 2011)
SPDR Barclays Capital Short Term Corporate Bond ETF (SCPB / September 1, 2011)
SPDR Barclays Capital Intermediate Term Credit Bond ETF (ITR / September 1, 2011)
SPDR Barclays Capital Long Term Credit Bond ETF (LWC / June 15, 2011)
Vanguard Intermediate Term Bond ETF (BIV / September 1, 2011)
Vanguard Short-Term Bond ETF (BSV / September 1, 2011)
Tax-Exempt Fixed Income Funds:
American Municipal Income Portfolio (XAA / June 22, 2011)
BlackRock Municipal Bond Trust (BBK / June 22, 2011)
BlackRock MuniYield Michigan Insured Fund (MIY / September 7, 2011)
Dreyfus Strategic Municipal Bond Fund (DSM / June 23, 2011)
Nuveen Dividend Advantage Municipal Fund (NAD / June 23, 2011)
Nuveen Dividend Advantage Municipal Fund 3 (NZF / June 23, 2011)
Nuveen Michigan Premium Income Municipal Fund (NMP / September 7, 2011)
Nuveen Select Tax Free Income Portfolio 2 (NXQ / June 23, 2011)
Western Asset Managed Municipals Fund (MMU / June 27, 2011)
Western Asset Management High Income (MHF / June 27, 2011)
Disclaimer: The views expressed in these research briefs reflect our judgements regarding these securities and their issuers. We are not compensated in any way for their publication. These reports are for information purposes only. Any decision to buy or sell the securities discussed in these reports must be made in the context of the investor’s overall portfolio, as these securities will not be appropriate for all investors. The information presented has been obtained from sources that are believed to be reliable, but its accuracy is not guaranteed. Redistribution is prohibited without written permission.
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