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April 2007 Issue

So it finally happened. The stock market’s Energizer Bunny keeled over. All right, what now?

Legions of investors are groping in the dark, unnerved and uncertain of their next move. Not you and I. We were expecting a timeout for the bull—and we’re taking full advantage of it.

In this month’s visit, I’ll show you how to use the recent unsettled market conditions to fine-tune your portfolio for greater profits. Bargain-priced stocks are popping up all over, including two blue chip stalwarts from our model portfolio that now offer potential returns of 20% or more in the coming year with much lower risk than normal.

I’m also warming again to global investing (a very successful theme of ours in the past couple of years). After a brief absence, we’re back buying China and India, the two most powerful growth engines of the developing world. If you prefer a more diversified approach, I’ve got a pair of globetrotting mutual funds—both among the best in their class—that will take you anywhere you could want to go.

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.

HIGHER RATES START TO BITE

We’re getting the first indications that rising interest rates are starting to crimp America’s borrowing habits. This morning, the Mortgage Bankers Assocation of America reported that its weekly index of mortgage applications for home purchase dipped to 409.6. That’s a cumulative drop of 11% from the peak in early June, and it comes during a week when mortgage rates had actually tailed off a bit. The spike in rates over the past few days will almost certainly continue to drive down next week’s purchase index.