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Tag Archives: HSGFX

May 2005 Issue & Supplement

In this month’s visit, I’ll give you a close-up view of these world-class This month, I’ll show you how to make the smartest use of any further “down time” Mr. Market may grant us in the next few weeks. More and more bargains are turning up on my radar screen, including a brand-new name for us: one of the world’s largest and best-run management-consulting firms, now at a whopping 50% discount to my estimated share price three to four years out. Yet I’ll bet you’ve never heard of the stock. (There’s a curious reason why.)

May 2005 Issue & Supplement

In this month’s visit, I’ll give you a close-up view of these world-class
This month, I’ll show you how to make the smartest use of any further
“down time” Mr. Market may grant us in the next few weeks. More and
more bargains are turning up on my radar screen, including a brand-new
name for us: one of the world’s largest and best-run management-consulting firms, now at a whopping 50% discount to my estimated share price three to four years out. Yet I’ll bet you’ve never heard of the stock. (There’s a curious reason why.)

April 2005 Issue

It’s an open secret. After five years of wrestling witha a stingy stock market, a lot of investors feel torn. But I would hate to see you miss out on the superb opportunities for long-term growth that are waiting to be plucked in today’s market. I’m talking about a small, select group of blue chip stocks so cheap that you’ll want to hold them for years and years.

TYING UP LOOSE ENDS

I’ll be short and sweet this morning, with a couple of specific instructions I was unable to shoehorn into the printed August issue: Closed-end municipal bond funds. Most of the funds listed in the August issue took a pop Friday, thanks to the jump in the Treasury bond market. (Treasuries set the tone for the whole investment-grade market, including munis.) We want to be careful we don’t overpay for our closed-end muni funds.

August 2004 Issue

In this month’s visit, I’ll show you how to fatten your portfolio regardless of who wins. Hint: Both candidates will grapple with the same set of economic challenges in 2005, so you can make a tidy fortune if you understand what those are (and how they’re likely to be dealt with). We’re already preparing for the road ahead by pocketing profits of more than 90% on our small-cap stocks while shifting cash into bonds, high-yielding blue chip stocks and even a low-risk “hedge fund.”

A CASE OF THE NASTIES

Wall Street took a nasty tumble yesterday. What made it so wrenching wasn’t the size of the loss itself — although any day the Dow drops 103 points hardly counts as fun. The real disappointment came in the intraday reversal. After mounting a nice rally in the first hour, the stock market gave up all its gains as the day wore on, and much more.

FUND PORTFOLIOS: DEFEND YOUR GAINS!

As noted on Friday’s Hotline, I’ve turned much more cautious on the small-cap sector of the stock market. We’ve had marvelous profits in this area over the past four years. Now, though, it’s time to protect our gains.

For the model fund portfolios, we’ll be making the following changes, effective at next Friday’s (July 16) close, unless you hear from me sooner:

IS THE BULL MARKET OVER?

Not yet. But this morning’s weak opening on Wall Street adds one more piece of evidence to the pile suggesting that the post-2002 recovery in stocks may be nearing its limit.