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Tag Archives: DT

July 2007 Issue and Supplement

Will rising interest rates upset Wall Street’s applecart? In recent weeks, a sharp back-up in bond yields (which lifts borrowing costs for businesses and consumers alike) has given stock traders a case of the jitters. Is this the straw that will crack the bull’s spine? Or is it just another passing tremor?

I won’t keep you guessing. I don’t think this latest interest rate scare will derail the stock market’s advance for long. However, it’s also clear to me that the rate background is slowly shifting, worldwide, with major implications for stocks, bonds and a whole bunch of other investments.

In this month’s visit, I’ll show you what those implications are. Hint: It’s more crucial than ever to demand bargain prices—not just “fair” prices—for the stocks and mutual funds you buy. A value-plus-safety strategy like ours is tailor made for the new financial world we’re heading into.

April 2007 Issue

So it finally happened. The stock market’s Energizer Bunny keeled over. All right, what now?

Legions of investors are groping in the dark, unnerved and uncertain of their next move. Not you and I. We were expecting a timeout for the bull—and we’re taking full advantage of it.

In this month’s visit, I’ll show you how to use the recent unsettled market conditions to fine-tune your portfolio for greater profits. Bargain-priced stocks are popping up all over, including two blue chip stalwarts from our model portfolio that now offer potential returns of 20% or more in the coming year with much lower risk than normal.

I’m also warming again to global investing (a very successful theme of ours in the past couple of years). After a brief absence, we’re back buying China and India, the two most powerful growth engines of the developing world. If you prefer a more diversified approach, I’ve got a pair of globetrotting mutual funds—both among the best in their class—that will take you anywhere you could want to go.

Can't Keep a Good Market Down

If you had any doubts about the stock market’s underlying strength, they should have been erased today. It was an amazing session. Despite a red alert on flights between the U.S. and Britain, and security bottlenecks in airports across America, the Dow ended 48 points higher.

Can’t Keep a Good Market Down

If you had any doubts about the stock market’s underlying strength, they should have been erased today. It was an amazing session. Despite a red alert on flights between the U.S. and Britain, and security bottlenecks in airports across America, the Dow ended 48 points higher.

One More Pop (Maybe)

Give them credit. Investors are doing their best to shake off the shock from Friday’s 213-point drubbing on the Dow. So far, the rebound hasn’t amounted to much on the blue chip indexes. However, the secondary stocks (Russell 2000) put on a snappy show today. The spirit of speculation is alive and well!

They Did the Right Thing — Part Two

It’s amazing. The wave of corporate scandals in recent years — and the multibillion-dollar lawsuits, to say nothing of jail terms, that resulted — really seem to have changed the mindset of corporate managements everywhere.

They Did the Right Thing

I was sweating bullets yesterday morning when I logged on to Yahoo Finance. My palms were clammy. Would I wake up to discover that Deutsche Telekom had made a bid for Britain’s second-largest cellphone network, O2?

Working on a Top

Today’s stock market rally continues to follow our script remarkably well. We’ve told you for the past several weeks that the market was setting up for a top between late June and mid-July (maybe the third week of July at the latest).

Look Overseas for Value

The U.S. stock market rally that got under way in late April is now in full swing. Today’s release from the Institute of Supply Management (formerly known as the National Association of Purchasing Managers) only added fuel to the fire. ISM’s monthly survey showed that the nation’s manufacturing sector cooled a bit more than analysts had expected in May.

January 2005 Issue & Supplement

In this month’s visit, I’ll show you how to make the most of the opportunities, while avoiding the pitfalls. On the stock side of our portfolio, we’re concentrating ever more intently on low-risk names with high dividend yields—the ultimate badge of honor. I’ve got a new pick for you that has tripled its dividend in less than two years. That’s the kind of growth that will let you sing and dance through Wall Street’s periodic anxiety attacks.