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Tag Archives: KTC

Working on a Top

Today’s stock market rally continues to follow our script remarkably well. We’ve told you for the past several weeks that the market was setting up for a top between late June and mid-July (maybe the third week of July at the latest).

June 17, 2005

Frisky! Stock buyers got a little more daring this week and ignored a jump in oil to push the S&P index up to its best Friday close since early March. We were hoping for a bit more of a pullback so that some of you folks who are underinvested could buy stocks at more favorable prices, but so far no luck.

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.)

GIMME A BREAK

Stocks have put on a tub-thumper of a rally over the past six weeks. So much so, in fact, that it’s getting hard to find real values. That’s a strong hint we’re due for a break in the action before the market can try for another leg up in January.

TELECOMS: A POCKET OF VALUE

What’s worth buying in this wishy-washy, back-and-forthy, upsy-downsy stock market? As I’ve repeated endlessly in recent weeks, you want to emphasize dividend-paying issues. The higher the yield, the better.

KOREA TELECOM: THE RIGHT CALL

I’ve had some anguished messages lately from subscribers about KT Corporation (NYSE: KTC). For the first quarter, the Korean telecom provider reported a 64% drop in net income. Horrors! Are we staring at another WorldCom?