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Tag Archives: IQM

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.)

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.

BOND BARGAINS COMING UP

We’ve had a nice little �correction� in the bond market over the past few days. Watch for the pullback (in prices) to deepen soon, leading to a good buying opportunity that may coincide with the government’s September 3 jobs report.

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.”

PLAY IT AGAIN, SAM

The stock market is ready to try for another rally. But don’t expect anything big just yet. Now is a time to beef up your holdings of bonds, not stocks.

First, why should we expect at least a small stock rally here? Because the market’s downside momentum is ebbing. One of my key short-term indicators compares the current level of the S&P 500 index against its 10-day moving average.