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Tag Archives: HPF

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.

September 2006 Issue & Supplement

Many income investments are already celebrating the Fed’s decision to pause. (Several of our utility stocks lately have bounced up to 52-week
highs.) However, I’m still uncovering juicy yields in some out-of-the-way places. I have compiled a menu of income plays that will deliver you
a generous cash payout of up to 7% annually, with ample scope for capital gains, too.

September 2006 Issue & Supplement

Many income investments are already celebrating the Fed’s decision to pause. (Several of our utility stocks lately have bounced up to 52-week
highs.) However, I’m still uncovering juicy yields in some out-of-the-way places. I have compiled a menu of income plays that will deliver you
a generous cash payout of up to 7% annually, with ample scope for capital gains, too.

The Year-End Bargain Bin

It happens almost every year. Investors who waited too long to do their tax planning decide to dump their losers during the last two weeks of December. This indiscriminate selling causes stocks that were stumbling to fall even further — some of them to bargain prices. As soon as the tax selling lets up (in early January), the stocks bounce back.

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.

Verizon Catches the Bug

Yesterday’s newswires were dancing with stories about the latest telecom merger. Verizon (NYSE: VZ), a member of our Incredible Dividend Machine, has offered to take over long-distance carrier MCI (NASDAQ: MCIP) for cash and stock valued at $6.7 billion. MCI’s board has okayed the deal.