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Tag Archives: Bank of America

February 2008 Issue

“Stop, look and listen!” If you’ve ever seen those words signposted at
a railroad crossing, you know how to handle today’s skittish — and
increasingly erratic — stock market. With anxiety over the economic
outlook spreading on Wall Street, this is a time to weigh your steps
carefully. Buy selectively, yes; but pace yourself, and make sure you’ve got an ample cash reserve to keep you company.

In this month’s visit, I’ll show you how to manage your money cautiously and prudently through this rough patch. We’re enriching our model portfolio with a conservative growth stock that features not only a generous
dividend but also strong prospects for a price gain of 20% or more in
the coming year. At the same time, we’re boosting our cash holdings by a
couple of percentage points to build a warchest for our next big bargainhunting foray, probably sometime in the spring.

Many of the risks in today’s market are still hidden. If you’re retired or nearing retirement, it may surprise you to learn that some of the utility stocks or utility mutual funds you own could be riding for a fall. On p. 3, I’ll name these potential time bombs. Fortunately, there’s an alternative investment at hand that will let you double or even triple your income, with substantially less risk. Switch now!

December 2007 Issue

With the Dow gyrating wildly and the dollar sinking to record lows, is
it time to step up your overseas investments? Well, yes — but not
quite the way most gurus are advising. With a few notable exceptions, foreign stock markets, especially the “emerging” bourses, have skyrocketed in recent years, particularly in dollar terms. For a U.S.-based investor, bargains are getting harder to find.

However, there’s a nifty back-door entry into the arena of global
growth — and the seats are cheap, too. Many of America’s largest and bestmanaged companies earn a hefty chunk of their sales and profits outside our borders. By plugging these stocks into your portfolio, you can ride the global economic boom more safely and efficiently than if you dabbled in
stock markets from Paris to Shanghai.

In this month’s visit, I’ll introduce you to four of these multinational gems, all poised to deliver a total return (dividends plus capital
appreciation) that could stretch as high as 25% – 35% in the coming year.
After the rocky market we’ve had lately, I suspect your nerves are as ready as mine for a big win!

July 27, 2007

Shaping up the way it should! Stock prices skidded this week, accelerating last week’s slide. The market is obviously in the midst of a full-blown �correction,� exactly as our July newsletter told you to expect.

June 2007 Issue

Rodney Dangerfield may be gone, but Wall Street’s “I don’t get no respect” bull market is keeping his legacy alive. Dow at another new all-time high? Shrug. Takeovers spiking stocks left and right? Yawn. We’re in the midst of what ought to be a rollicking party, and most of the guests are half-asleep!
To be honest with you, I’m delighted with this state of affairs. It suggests that the advance will last longer, and climb to far greater heights, than the majority of observers now expect. When this bull is ready to keel over, it will be from too much revelry�not an excess of caution.
In this month’s visit, I’ll show you how to pinpoint the safest, most value-packed stocks in this underappreciated market. Remarkably, some of my top candidates are household names, giants “hidden in plain sight.” I’ve got three for you that could easily pop 20%�30% in the coming year, with even bigger gains down the road.

March 2007 Issue & Supplement

Win the race at your own pace! All around us, the media pressure is on. “Investor,” the voices shout, “you had better lay some big bucks on the table, and do it soon, or the stock market will leave you in the dust.”

OK, they’re half right. Stocks will head much higher, eventually. As we’ll see in this month’s visit, though, now is a time to be careful
with new money you steer into the market.

Yes, we’re still buying. In fact, I’ve got two fresh picks for you—blue chips that should be
able to ring up a 30% or better gain in the next 12 months. But we’re buying on our terms, and at our own unhurried pace.

For retirees and other
income investors, cash is no longer a dirty word. Quite the contrary. As I explain on p. 3, high-yielding cash equivalents are likely to form a much
bigger part of our strategy in the months and years ahead. Get a jump on the crowd with this month’s top yielders—all of them
safe enough to let you sleep like a baby.

March 2007 Issue & Supplement

Win the race at your own pace! All around us, the media pressure is on. “Investor,” the voices shout, “you had better lay some big bucks on the table, and do it soon, or the stock market will leave you in the dust.”

OK, they’re half right. Stocks will head much higher, eventually. As we’ll see in this month’s visit, though, now is a time to be careful
with new money you steer into the market.

Yes, we’re still buying. In fact, I’ve got two fresh picks for you—blue chips that should be
able to ring up a 30% or better gain in the next 12 months. But we’re buying on our terms, and at our own unhurried pace.

For retirees and other
income investors, cash is no longer a dirty word. Quite the contrary. As I explain on p. 3, high-yielding cash equivalents are likely to form a much
bigger part of our strategy in the months and years ahead. Get a jump on the crowd with this month’s top yielders—all of them
safe enough to let you sleep like a baby.

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!

In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.

And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!
In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.
And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

December 8, 2006

M&A keeps the market boiling! Stock prices jumped again this week as investors snapped up companies that might be candidates for a merger, acquisition or some other type of corporate shakeup. Our contrarian value play from last week, Citigroup (NYSE: C), closed at a new 52-week high today on speculation that the Citi might be planning to break itself into several pieces.

December 1, 2006

Slow those horses! Stock prices eased back this week as investors picked up signs that the economy is definitely slowing. However, while we expect the market’s angle of ascent to flatten out, we still look for higher share prices into the January-February time frame.