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...where are you investing now? We were in defensive stocks all last year, and that's still the bulk of our portfolio. Johnson & Johnson, Kraft, Pfizer, Microsoft - a lot of stocks that have great positioning in the market, really strong balance sheets to weather problems, stable top line. Those sorts of stocks have stability in down markets, though that stability hurts you when things start taking off. Around the edges now, in October and November, we started adding some more aggressive names, like some of the oil guys which bounced real hard. We bought Anadarko. We bought Valero...

Author: /time Magazine | Title: Tom Forester, 2008's No. 1 Stock Picker | 1/27/2009 | See Source »

...conventional wisdom is that acquisitions in a recession are too risky. They require capital and integrating companies is hard even when the economy is strong. Pfizer will borrow $22 billion to consummate the transaction. (See pictures of TIME's Wall Street covers...

Author: /time Magazine | Title: Behind Pfizer's Deal to Buy Wyeth | 1/26/2009 | See Source »

Europe now ranks as McDonald's largest region in revenue terms. Although Europe has nearly 25% fewer outlets than the U.S., in 2007 its $9 billion in revenue outpaced the $8 billion generated in America, partly because of a strong euro but also because of consistently higher sales. Given that, McDonald's new European investment strategy seems quite clear: provide its operations in Europe a boost by multiplying the number of restaurants capable of serving clients there. And ironically, a swiftly tightening recession may be the best environment in which that can be done. (See the top 10 food trends...

Author: /time Magazine | Title: Supersizing Europe: The McDonald's Stimulus Plan | 1/26/2009 | See Source »

...will make concessions to time pressures when necessary for convenience's sake, but will often reserve evening and weekend meals for quality, sit-down, often homemade food," he says. "The British are a bit different in that regard - which may be why the U.K. seems to be a particularly strong market for McDonald...

Author: /time Magazine | Title: Supersizing Europe: The McDonald's Stimulus Plan | 1/26/2009 | See Source »

...parliamentarian Ahmad Hassan Ali al-Masiodi said the movement will retain its stature regardless of the elections. Al-Masiodi pointed to al-Sadr's previous ability to call up mass street protests with a word as a sign of the movement's clout and relevance. "The movement is very strong now, even better than before," says al-Masiodi. "You can notice this when we call for demonstrations in the number of people who come to join." But al-Sadr has not tested his strength with street marches lately. And that power, too, may go the way of his waning influence...

Author: /time Magazine | Title: As Iraqi Elections Loom, al-Sadr's Political Clout Fades | 1/26/2009 | See Source »

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