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Tag Archives: Fiduciary/Claymore MLP Opportunity Fund

April 2008 Issue

The mercury is climbing, blossoms are bursting out — so does Wall Street finally get to celebrate a springtime of its own? For eight long months now, a ferocious credit crunch, unprecedented since the Great Depression, has trapped investors in a deep freeze. Not only stocks and real estate, but even some of the (reputedly) safest bonds and money market instruments fell victim to the Arctic blast.

Happily, I’m detecting hints, here and there, of a thaw. It’s taking a lot longer than I had hoped, but we will see the end of this new Ice Age. As a balmier climate sets in, we can look forward to healthy markets again — and a return to the steady, consistent profits we enjoyed from 2003 to around mid-2007.

March 2008 Issue and Supplement

Investors have had a rough ride over the last few months, but “this, too, will pass.” Yes, it has been painful to watch good stocks and mutual funds get pummeled as panicky Wall Street money runners try to pick out the next victim of the housing-and-mortgage meltdown (which has now morphed into a general economic slowdown).

Amid the gloom, however, I’m spotting a few glimmers of light. In this month’s visit, I’ll show you three crucial factors that are already working to turn the economy and stock market around. I’ll also point out a select handful of stocks and funds that may have already bottomed — and will
likely lead the market’s next advance for potential gains of 20%, 30% and more in the coming year.

January 2008 Issue and Supplement

Welcome to an Election Year battle of the titans! No, I’m not inviting
you to witness yet another (yawn) TV face-off between the presidential candidates. This battle is over the outlook for the U.S. economy
in 2008, and it pits the powerful forces of expansion against the almost equally formidable downward pressures that lead to recession.

The stakes are high for your portfolio. Many more investors, I suspect, will lose fortunes in the New Year than make them. Now more than ever, you need a strategy that will keep your money safe and growing, regardless of which side wins the economic tug-of-war.

In this month’s visit, I’ll show you how I believe the contest will turn out. (Hint: I’m not expecting a recession, but we’ll come perilously close.) I’ll also name the two major types of investments you must own if you’re to be fully prepared for the volatile weeks and months I see ahead.

November 2007 Issue and Supplement

Stay on the bus — you’re going to enjoy the sights! After last summer’s
violent stock market drop, and now the rebound, some investors are
saying to themselves: “Here’s my chance to step down. Let me out.”

That’s a blunder I don’t want you to make, because this old bull still
has some marvelous profits to serve up. If you properly control your
risks, the weeks just ahead could prove to be more fun than a trip to
Disney World.

In this month’s visit, I’ll show you what my research is telling me we
can expect from the “extra innings” of this super-stretched-out global
bull market. How much longer will it last? How high will it go? Where
are the finest, low-risk opportunities at this stage of the game? It may surprise you, but I’ve uncovered yet another classic blue chip growth company (you may have walked into one of their stores this week!) offering sound prospects for a 20% or even 30% return in the coming year.

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.