Q: How about USA Interactive (USAI ) and/or affiliated companies?
A: This one we like very much and have the USAI shares ranked 5-STARS. This leader in interactive commerce should (in our opinion) benefit from rising levels of Internet users and usage, along with a rebound in discretionary spending should U.S. economic growth accelerate in the second half of this year, as we project.
Q: Sam, what's your view on prospects for deflation in the U.S.? And how would one best invest if deflation happens?
A: We first off don't think that deflation is a likely scenario within the U.S. because a weakening dollar is actually inflationary, since it raises the costs of impor