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Tag Archives: Duke Realty

January 2006 Issue & Supplement

In this month’s visit, I’ll explain how a decent cash reserve can add sparkle to your investment results in 2006. I’ll also introduce you to the highestyielding safe vehicles for your cash, such as FDIC-insured bank accounts that will boost your income over almost any money market fund. For the belt-and-suspenders folks among us, I’ll show you how to buy T-bills (the safest investment on Earth) without ncurring a dime in commissions.

September 2005 Issue & Supplement

In this month’s visit, I’ll show you how Alan Greenspan is unwittingly setting the stage for a big rally in bond prices, starting soon. We’ve seen his hardheaded determination to tighten credit before—and we know the result. Some high-octane Treasury bonds, I predict, will roll up a total return of 15% or perhaps even 20% in the coming year.

Real Estate Rumblings

Stomachs are knotting up in the boardrooms of America’s real estate investment trusts (REITs). Last week, REIT prices took a sharp 5% tumble. Another 3% drop followed on Monday when an article appeared in Barron’s, denouncing the overvaluation in the REIT sector and predicting a further 10% washout.

Time's Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Time’s Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Punch Drunk

Even the greatest boxers feel it, after a couple of tough rounds in the ring. You’ve been pummeled so many times, in so many places, that the world seems a blur. Stock investors, too, are reeling right now. Despite a fairly upbeat season for corporate earnings, we’ve had enough disappointing economic news (such as today’s lackluster GDP report) to give sellers an excuse to dump equities.

October 2004 Issue & Supplement

In this month’s visit, we’ll take our strategy a step further. Among our World-Class Franchises, we’re swapping out of a lower-yielding stock into another that will double our dividend income. Plus, I’m looking for our newest selection to deliver growth of up to 60% in its share price over the next three years.