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Tag Archives: cash

May 2008 Issue & Supplement

These are uneasy times for investors. So why not make it just a little easier on yourself? We’re in the midst of a steep downturn for housing, and a credit crunch to boot. The economy is soft; oil prices, sky high. And on top of it all, an election looms, with the prospect of higher taxes by 2010, if not sooner.

Yet with all these (legitimate) things to worry about, it’s still possible to chart a safe — and reasonably calm — financial course through today’s troubled waters. In this month’s visit, I’ll show you how.

May 2008 Issue & Supplement

These are uneasy times for investors. So why not make it just a little easier on yourself? We’re in the midst of a steep downturn for housing, and a credit crunch to boot. The economy is soft; oil prices, sky high. And on top of it all, an election looms, with the prospect of higher taxes by 2010, if not sooner.

Yet with all these (legitimate) things to worry about, it’s still possible to chart a safe — and reasonably calm — financial course through today’s troubled waters. In this month’s visit, I’ll show you how.

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.

SLEEPY TIME DOWN SOUTH

Down in the south of Manhattan, that is! Stock prices ambled through another lazy session today, as strength in the overheated NASDAQ slightly offset weakness in the old-tech Dow. The S&P 500 index best reflected the overall tone with a tiny increase of 1.34 points (about a tenth of 1%).

The Almost-But Rally

Today is Day #6 of the stock market rally that began the afternoon of March 12. Let’s hope it’s a big up session, with lots of volume and a big plurality of advancing stocks over decliners. Why? Because, from a technical point of view, the rally to date hasn’t completely lived up to the bullish headlines.