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Tag Archives: BTTRX

Rocking Toward Bottom

It has been a tough couple of days in the stock market. Only a week ago, Wall Street’s talking heads were toasting a new record high on the blue chip Standard & Poor’s 500 index. Today, the market (by that same measure) plummeted to a three-month low.

February 2007 Issue

Look for riches in niches! After the sharp stock market run-up over
the past six or seven months, the crop of bargains is thinning out.
That’s hardly cause for panic; hand us a modest, normal pullback in
coming weeks, and a bunch of fresh names will suddenly pop up on our
buy list.

Even now, though, a select group of stocks have already undergone their
own private “correction.” They’re forming bases on the price charts as we
speak. Now is the time to start accumulating these wallflowers, before they
burst out of their shadowy niches into the sunshine.

In this month’s visit, I’ll show you three of these great values. All are
capable, in my judgment, of making you 20%—and perhaps as much as
30%—wealthier by this time next year, while letting you sleep easy along
the way.

January 19, 2007

Tops take time, but we continue to believe a meaningful one is in the works for the stock market. Even though the blue chip indexes closed mixed this week, the NASDAQ sold off rather sharply — typical behavior near a market top.

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.

Shortage of Sellers

Traders returned from the Christmas break in a good mood. The stock market has now put together two strong sessions back-to-back since the holiday, with the Dow Jones Industrial Average closing today at another new all-time high.

December 2006 Issue

Gridlock! Whether you’re delighted or dismayed by the results of the midterm election, I’ve got encouraging news for you—a divided government in Washington isn’t such a bad thing for your investments. This month, I’ll show you how you can take advantage of the new paths to profit that the election has opened up. In fact, I expect gains of 40%-60% in the next two years for my top picks. December also marks the fourth anniversary of our Incredible Dividend Machine. This nifty portfolio has beaten the overall stock market by such a huge margin it’s almost amusing. In our latest lineup, I’m swapping two of the members of the Machine with new names that I’m confident will keep the streak going. Finally, the holiday season is the perfect time to do some housecleaning, and if you’re sitting on a mutual fund that has outlived its usefulness, raise a glass of holiday cheer and toast it good-bye. Then replace it with one of my four best funds for your specific needs.

November 2006 Issue & Supplement

Wall Street’s amazing bull has rejuvenated itself for another romp as stocks are putting on a fresh display of power. This month, I’ll show you how you can keep the profits flowing at a safe, healthy double-digit pace by identifying the rich veins of value still waiting to be mined. Ironically, I’m finding some of the best bargains in an area overcrowded with speculators until just a few months ago—oil and gas, including a pair of names that could leap 50%�80% in the next few years. The oil patch is also home to my favorite type of vehicle income right now—master limited partnerships. I’ll point you to my top buy among the bunch and answer some of your nagging questions about MLPs. Also look for a primer on the most attractive stocks and markets overseas. And don’t miss my Tax Savers’ Workshop in this month’s supplement.

November 2006 Issue & Supplement

Wall Street’s amazing bull has rejuvenated itself for another romp as stocks are putting on a fresh display of power. This month, I’ll show you how you can keep the profits flowing at a safe, healthy double-digit pace by identifying the rich veins of value still waiting to be mined. Ironically, I’m finding some of the best bargains in an area overcrowded with speculators until just a few months ago—oil and gas, including a pair of names that could leap 50%�80% in the next few years. The oil patch is also home to my favorite type of vehicle income right now—master limited partnerships. I’ll point you to my top buy among the bunch and answer some of your nagging questions about MLPs. Also look for a primer on the most attractive stocks and markets overseas. And don’t miss my Tax Savers’ Workshop in this month’s supplement.

Shakeout for Bonds

The stock market has just lost a good friend. From late June until about two weeks ago, falling Treasury bond yields fired investors’ appetite for a wide range of interest-sensitive stocks, from banks and utilities to real estate investment trusts. Now, suddenly, that impetus is fading.