Here is an interesting item: MS is filling the void left by Lehman’s annual Uncommon Values best ideas list:
Morgan Stanley U.S. Equity Research launched its inaugural North America Best Ideas List on October 1. The list represents the group’s nine leading investment ideas. Additions and removals of stocks are published as part of regular, stock-specific reports. The complete list appears weekly in Investment Perspectives.
The biggest difference between MS and LEH is that the list is 9 rather than 10 stocks:
Bank of America
Here are Fusion’s current list of equity holdings:
Ulta Salon, Cosmetics & Fragrance
Gold Fields Limited
Focus Media Holding Limited
New York Times Company
(We owned Disney, but sold it recently).
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