Article: New Bull Market is Forming, Investment Strategist Don Coxe Tells Analysts at AIMR's Annual Conference.

TORONTO -- U.S. stocks are in the early stages of a bull market that is struggling to find its leadership and to work through the excesses and abuses of recent years, a leading investment strategist says.

Donald Coxe, chairman and chief strategist at Harris Investment Management, Inc., in Chicago, said the leadership of the new bull market will be found among "short-duration stocks" - ones that pay dividends - and in sectors, such as basic materials, that were undervalued in the past. That's in contrast to the bull market of the 1990s, which was led by "long-duration" stocks, like Microsoft, that paid no dividends but were supposed to reward investors with ...

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