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November 2008 Issue & Supplement

Has Murphy’s Law taken over the economy and stock market? In recent weeks, it seems that just about everything that could go wrong, has. Retail sales and industrial output are skidding while unemployment and foreclosures surge. Even the passage (after much dickering) of a $700 billion financial “stabilization” program by Congress proved unable to stop a waterfall plunge in stock prices.

Grim tidings, these. As investors, though, we know that the important question, always, is: What happens next? Will conditions get better–or much worse?

In this month’s visit, I’ll help you understand the odds. I’ll also show you how to profit from the inevitable recovery when it comes, while protecting yourself in case Wall Street continues to stumble longer than any of us hopes.

November 2008 Issue & Supplement

Has Murphy’s Law taken over the economy and stock market? In recent weeks, it seems that just about everything that could go wrong, has. Retail sales and industrial output are skidding while unemployment and foreclosures surge. Even the passage (after much dickering) of a $700 billion financial “stabilization” program by Congress proved unable to stop a waterfall plunge in stock prices.

Grim tidings, these. As investors, though, we know that the important question, always, is: What happens next? Will conditions get better–or much worse?

In this month’s visit, I’ll help you understand the odds. I’ll also show you how to profit from the inevitable recovery when it comes, while protecting yourself in case Wall Street continues to stumble longer than any of us hopes.

October 2008 Issue

Don’t give up the ship! No, we haven’t heard the last of the financial
explosions that have wracked Wall Street for the past year or more. In
September alone, Lehman Brothers vanished, hard on the heels of Fannie
Mae and Freddie Mac. AIG, under the gun, sold 80% of itself to the
federal government. And another major bank or brokerage firm may face a
life-or-death struggle before calm returns.

As awful as the headlines may seem, though, the crisis is closer to its end
than its beginning. Better times are coming, probably before year-end but
almost certainly in 2009.

In this month’s visit, I’ll share with you three reasons to be hopeful about
the economy and stock market over the next 12�15 months. Pundits are
largely ignoring these positives, which means that share prices could leap
higher, and faster, than most folks expect if just a couple of things go right.
I’ll also reveal the one type of stock that will likely outpace 75% of the
market in the year ahead–and a simple way to add this winning horse to
your stable. (Hint: The ticker symbol is MDY!)

August 2007 Issue

Shallow dips, long climbs — the New Millennium stock market keeps
rocking on! I’m still looking for more of a pullback on Wall Street than we’ve seen so far this summer. But the evidence is clear: This market wants to go higher. Once we round the corner into the fourth quarter, it almost certainly will.

In this month’s visit, I’ll show you how to take advantage of the
remarkable opportunities this unsung�but extremely persistent�bull
market continues to offer us. Even with the Dow bouncing around near an
all-time high, I’m spotting plenty of bargain-priced stocks that should easily generate returns of 20%, 30% and more in the next 12�18 months.

It’s a great time, too, for income investors (especially retirees and folks contemplating retirement soon). One happy effect of the turmoil in the
bond market over the past few months is that cash yields on a wide range of income vehicles have surged. On p. 4, I’ll point you to several of my
favorites, with up-front yields as high as 8%�9% plus capital gains potential to boot. I’m shoveling these investments into my own pension fund as fast as I can, and I invite you to do the same.

February 16, 2007

Still hanging on! Stocks bounced back again this week, erasing all of last week’s losses and then some. In fact, the blue chip S&P 500 index finished today at its highest weekly close since September 2000.

August 2006 Issue

In this month’s visit, I’ll show you how to reserve your seat for the ride up. Surprisingly, perhaps, some of tomorrow’s biggest winners
are likely to be stocks that most investors have heard of—but don’t happen to own. I’ll point you to three, in particular, that should
comfortably double your wealth over the next three to five years.

March 2006 Issue & Supplement

In this month’s visit, I’ll show you what kinds of stocks and funds are worth a bite. Hint: The safest investments today, with the best upside potential in an erratic market, are those that return large amounts of cash to you in short order. The cash may take various forms (a plump dividend, for example, or a large stock buyback). But if you’re serious about building wealth in 2006, your motto should be: “Let me see the money now.”

November 2005 Issue & Supplement

Even after the shocks of Hurricanes Katrina and Rita wear off and the holiday spirit takes over, investors will still have to grapple with the Federal Reserve’s increasingly hardheaded monetary policy. Until the rate hikes stop, it behooves us to play the game with extra care. For long-term investors like us, that means two things. First, we want to take advantage of the market’s occasional swoons to fill our shopping car with stocks that have been knocked down too far. One group that has been dented lately (despite excellent earnings prospects) is the oils. In this month’s visit, I’ve got a pair of oil stocks you can lock away for potential returns of 50%–80% over the next three or four years.

September 2005 Issue & Supplement

In this month’s visit, I’ll show you how Alan Greenspan is unwittingly setting the stage for a big rally in bond prices, starting soon. We’ve seen his hardheaded determination to tighten credit before—and we know the result. Some high-octane Treasury bonds, I predict, will roll up a total return of 15% or perhaps even 20% in the coming year.

How Goes the Battle?

On Wall Street, at least, it’s the same old story. Seasonal forces (the “summer siesta” I’ve talked about), coupled with record oil prices, have triggered a mild pullback in the stock market. But perky earnings reports from the June quarter keep luring buyers into selected stocks.