Skip to Content

Tag Archives: JRO

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!
In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.
And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

January 2007 Issue & Supplement

After four good years, can the markets hand us another winner in 2007? The answer is YES! We’re in an exciting phase for the markets and I’m expecting another double-digit year for the major stock indexes, plus 20%-30% (and even bigger) returns for a number of our favorite picks!

In this month’s issue I’ll share with you my roadmap for the New Year, including my insights into some speed bumps we might experience along the way. I’ll let you know one way to remain calm during the inevitable stock market “corrections” and I’ll give you some of my best ideas on how to outwit Dr. Bernanke at his own game.

And later, in this month’s special supplement, I’ll give you Six Pearls of Investment Wisdom, something we all need in order to make the most of our opportunities while keeping our risks low.

What Next for Rates?

A week from now, we’ll know a bit more — when the Federal Reserve meets and decides whether, out of respect for the victims of Hurricane Katrina, to take a break from its credit-tightening campaign. At this stage, I’m still expecting Greenspan & Co. to boost money market rates by another quarter-point (to 3.75% on federal funds). But it’s a close call.

That Mean Old Yield Curve

It’s claiming more and more victims. Yesterday, investors were shocked to learn that one of the best-managed mortgage REITs, Annaly (NSE: NLY), was forced to cut its dividend 20%, partly because the company’s net interest margin (the difference between what it pays for short-term money and what it earns on mortgage investments) has shrunk.

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.

THE BALLOTING BEGINS

Every presidential campaign seems “too long.” But investors, especially, will heave a sigh of relief when it’s all over (we hope!) tonight. I’ll shoot you an e-mail Special Alert tomorrow morning with my thoughts on how the election results will affect our investments.