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Tag Archives: DODGX

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.

August 2007 Issue

Shallow dips, long climbs — the New Millennium stock market keeps
rocking on! I’m still looking for more of a pullback on Wall Street than we’ve seen so far this summer. But the evidence is clear: This market wants to go higher. Once we round the corner into the fourth quarter, it almost certainly will.

In this month’s visit, I’ll show you how to take advantage of the
remarkable opportunities this unsung�but extremely persistent�bull
market continues to offer us. Even with the Dow bouncing around near an
all-time high, I’m spotting plenty of bargain-priced stocks that should easily generate returns of 20%, 30% and more in the next 12�18 months.

It’s a great time, too, for income investors (especially retirees and folks contemplating retirement soon). One happy effect of the turmoil in the
bond market over the past few months is that cash yields on a wide range of income vehicles have surged. On p. 4, I’ll point you to several of my
favorites, with up-front yields as high as 8%�9% plus capital gains potential to boot. I’m shoveling these investments into my own pension fund as fast as I can, and I invite you to do the same.

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.

October 2005 Issue

This stock market is trying to imitate the “cat with nine lives.” Even the shocking devastation of Hurricane Katrina, coupled with $3 gasoline, has been unable to kill it (so far). At some point, though—maybe soon—the market’s lucky streak will end. Have you got a strategy to help keep your wealth growing when the inevitable “correction” sets in? We do. In this month’s visit, I want to outline it again for you, with some tweaks to meet today’s unique challenges. Hint: The key is to make sure you’re earning a plump, steady income. Call it the “bird in hand” strategy!

Bargain Days at Wal-Mart

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.

December 2004 Issue

In this month’s visit, we’ll take another step toward building certainty into our portfolios. I’ll show you a simple tool you can apply to test the safety of almost any stock or mutual fund you own. With this handy gauge, I’ve uncovered a trio of low-risk stocks that I project will make you 50% wealthier in the next 24–36 months.

September 2004 Issue & Supplement

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.

GOT THE DIRECTION RIGHT

Unfortunately, we never had a chance to buy the S&P puts I recommended on Tuesday’s post. (You can now cancel the order with your broker.) The stock market simply fell out of bed before we could act. But my warning was on target. We’re in the midst of a nasty little “correction” on Wall Street that promises to pull stock prices somewhat lower over the next week or two, maybe a bit longer.

WHAT A DAY!

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.