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.
Written on December 1, 2006 at 12:00 am, by Administrator
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Categories: Issues
Tags: AB, AllianceBernstein Holding, American Century Equity Income, American Century Target Maturities Trust, American Water Works, Aqua America, AWW, BAC, Bank of American, BP, BTTRX, citigroup, CMA, Comerica, Congress, Consolidated Edison, crude, Davis New York Venture Fund, defense, Democrats, DODBX, DODFX, Dodge & Cox Balanced Fund, Dodge & Cox International Fund, Dodge & Cox Stock Fund, DODGX, DUK, Duke Energy, ED, election, energy, EWJ, EXC, Exelon, Fed, Federal Reserve, FHN, First Horizon National, Gabelli Equity Income, GABEX, Gap, German utilities, GLAD, Gladstone Capital, global funds, GPS, Great Plains Energy, GXP, health care, healthcare, HMO, IAR, Idearc, Incredible Dividend Machine, Inland Real Estate, interest rates, IRC, iShares Dow Jones U.S. Healthcare Sector Index Fund, iShares MSCI Japan Index Fund, iShares S&P Global Healthcare Sector Index Fund, IXJ, IYH, JNJ, Johnson & Johnson, KEY, KeySpan Energy, Kinder Morgan Energy Partners, KMP, MAS, Masco Corp., Merck, midterm election, Morgan Stanley EAFE Index, MRK, New Jersey, NYVTX, OAKBX, Oakmark Equity and Income, oil, PEG, PFE, Pfizer, Pinnacle West Capital, PNW, Public Service Enterprise Group, Regions Financial, Republicans, RF, RWE, SE, Selected American Shares, SLASX, Spectra Energy, Stephen Hemsley, TD Ameritrade, TPK, Travelers Property Casualty Notes, TWEIX, UNH, UnitedHealth Group, US Bancorp, USB, utilities, Valero LP, Vanguard Wellington, Verizon, VLI, VWELX, VZ, wachovia, Wasatch-Hoisington U.S. Treasury Fund, Washington, Washington Mutual, Washington Real Estate Investment Trust, water, water utilities, wb, WHOSX, William McGuire, WM, WRE, WTR, Xcel Energy, XEL, Zimmer Holdings, ZMH
In this month’s visit, I’ll show you how to reserve your seat for the ride up. Surprisingly, perhaps, some of tomorrow’s biggest winners
are likely to be stocks that most investors have heard of—but don’t happen to own. I’ll point you to three, in particular, that should
comfortably double your wealth over the next three to five years.
Written on August 1, 2006 at 12:00 am, by Administrator
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Categories: Issues
Tags: AIG, American International Group, AOL, BAC, Bank of America, BB&T, Bernanke, c, citigroup, CMA, Comerica, Dodge & Cox Stock Fund, DVY, EMC, EMC Corp., ETF, exchange-traded funds, ExxonMobil, FHN, fifth third bancorp, First Horizon, First Merchants, fitb, FRME, Greenspan, Index 500 Fund, IndyMac Bancorp, interest rates, iShares Dow Jones Select Dividend Index Fund, iShares Russell 1000 Value Index Fund, IWD, J.P. Morgan Chase, JPM, KEY, KeyCorp, microsoft, msft, National City, NCC, NDE, PFE, Pfizer, PowerShares Dynamic Market Portfolio, PWC, Regions Financial, RF, Selected American Shares, SLASX, STI, SunTrust, Time Warner, TWX, US Bancorp, USB, wachovia, Wal-Mart, Washington Mutual and Wells Fargo, wb, WFC, WM, WMT, XOM, Zimmer Holdings, ZMH
This is a dicey, toppy-looking stock market. But there are still enough long-term bargains to keep me buying selectively. If the bear does return to Broad and Wall in 2006, I suspect that some of these bargain-basement stocks will hold their own — and possibly even appreciate — in the face of a lackluster showing by the major indexes.
Written on August 16, 2005 at 11:05 am, by Administrator
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Categories: Journal
Tags: Dodge & Cox Stock Fund, DODGX, Jim Cramer, oil, Selected American Shares, SLASX, Wal-Mart, Wallace Weitz, Weitz Value Fund, WMT, WVALX
To pull ahead of the crowd, you need a plan—and we’ve got one! In this
month’s visit, I’ll share with you the two essential pieces of our strategy. Hint: It’s not just about buying the cheapest stocks we can find; when you buy is almost as important as what. Fortunately, we’ve got a raft of solid values to choose from—and a great opportunity to pounce should come during the month of March.
Written on March 1, 2005 at 12:00 am, by Administrator
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Categories: Issues
Tags: 529 Plans, Berkshire Hathaway, CUZ, Dodge & Cox Stock Fund, Energy Transfer Partners, Enterprise Products Partners, EPD, ETP, FAFSA, Fairholme Fund, FAIRX, FDC, Fidelity Low-Priced Stock, First Data Corp., Hewlett-Packard, HPQ, IndyMac Bancorp, Jefferson-Pilot Corp, JP, Kinder Morgan Energy Partners, KMP, Magellan Midstream Partners, MCI, MCIP, MMP, NDE, PFE, Pfizer, PGVFX, Polaris Global Value, Selected American Shares, TeppcoPartners, TPP, Washington Mutual, WM
In this month’s visit, I’ll show you how to fine-tune your portfolio for
safety and profit. Radical surgery isn’t called for (certainly not if you’ve taken the baby steps I suggested in the July and August issues). Instead, I advise you to focus your efforts on generating more income here and now from your investments. If you do, the capital gains will flow back to you in due course.
Written on September 1, 2004 at 12:00 am, by Administrator
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Categories: Issues
Tags: AC, Alliance Capital Management Holding, Dividends, Dodge & Cox Stock Fund, DODGX, election, Fidelity Magellan, Great Plains Energy, GXP, Hussman Strategic Growth Fund, Kinder Morgan Energy Partners, KMP, LLPFX, Longleaf Partners Fund, Magellan Midstream Partners, master limited partnerships, MMP, oil-and-gas limited partnerships, PGN, Progress Energy, small-cap stocks, taxes
Yesterday’s stock market rally was a barnburner. Most commentators today are focusing on the big point gains in the popular indexes, but I’m more impressed with the breadth of the advance.
Written on October 2, 2003 at 9:32 pm, by Administrator
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Categories: Journal
Tags: Dodge & Cox Stock Fund, DODGX, rally, SC, Selected American Shares, Shell, SLASX, Telefonos de Mexico, TMX