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Tag Archives: ConocoPhillips

September 2008 Issue & Supplement

As they say at McDonald’s, you deserve a break today–and now you’ve
got one, thanks to the recent sharp drop in oil prices. I won’t try to
tell you that lower fuel costs, alone, will cure the turmoil in world financial
markets. They won’t. But oil’s spill carries major implications for investors.
What are they? Who stands to benefit the most? Should you sell your oil
stocks right now–or buy more?
In this month’s visit, I’ll give you my straight-from-the-shoulder answers
to these crucial questions. Hint: While the drop in energy prices will
undoubtedly help put the U.S. and other economies back on a stronger
growth track, we aren’t going to be pumping $2 gasoline again anytime
soon. Lay your investment plans accordingly!

September 2008 Issue & Supplement

As they say at McDonald’s, you deserve a break today–and now you’ve
got one, thanks to the recent sharp drop in oil prices. I won’t try to
tell you that lower fuel costs, alone, will cure the turmoil in world financial
markets. They won’t. But oil’s spill carries major implications for investors.
What are they? Who stands to benefit the most? Should you sell your oil
stocks right now–or buy more?
In this month’s visit, I’ll give you my straight-from-the-shoulder answers
to these crucial questions. Hint: While the drop in energy prices will
undoubtedly help put the U.S. and other economies back on a stronger
growth track, we aren’t going to be pumping $2 gasoline again anytime
soon. Lay your investment plans accordingly!

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.

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.

Nine Out of Ten

Trees don’t grow to the sky, but this one seems determined to grow a little taller! We’ve just wrapped up another astonishing month for the stock market — the ninth winning month this year out of 10 for the S&P 500 index.

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.

October 6, 2006

Fast forward! Stock prices rushed ahead this week, driving the Dow industrials to new all-time highs on Wednesday and Thursday. This week’s action confirmed, beyond a reasonable doubt, that the June-July lows were in fact the bottom for the year. We’re now in a new bull market that should carry the Dow to 16,000, and beyond, by Election Day 2008.

Keep Your Eye (Off) the Dow

So it finally happened. Yesterday, the venerable Dow Jones Industrial Average topped its January 2000 record high of 11,723. Are we supposed to laugh, cry, clap or what?

Difference of Opinion

An interesting question came in from a reader the other day. This gentleman points out that Liz Ann Sonders, chief investment strategist at Schwab, is predicting a recession and urging investors to adopt a defensive stance. How, he asks, do I explain the fact that Liz Ann and I are “180 degrees apart” in our thinking?