Skip to Content

Tag Archives: microsoft

October 2008 Issue

Don’t give up the ship! No, we haven’t heard the last of the financial
explosions that have wracked Wall Street for the past year or more. In
September alone, Lehman Brothers vanished, hard on the heels of Fannie
Mae and Freddie Mac. AIG, under the gun, sold 80% of itself to the
federal government. And another major bank or brokerage firm may face a
life-or-death struggle before calm returns.

As awful as the headlines may seem, though, the crisis is closer to its end
than its beginning. Better times are coming, probably before year-end but
almost certainly in 2009.

In this month’s visit, I’ll share with you three reasons to be hopeful about
the economy and stock market over the next 12�15 months. Pundits are
largely ignoring these positives, which means that share prices could leap
higher, and faster, than most folks expect if just a couple of things go right.
I’ll also reveal the one type of stock that will likely outpace 75% of the
market in the year ahead–and a simple way to add this winning horse to
your stable. (Hint: The ticker symbol is MDY!)

April 25, 2008

You’ve come a long way, baby! Stock prices ticked up again this week, with the blue chip Standard & Poor’s 500 index closing at a 15-week high. We’re delighted, of course, especially since it was the financial stocks that led the burst of strength heading into the weekend.

April 2008 Issue

The mercury is climbing, blossoms are bursting out — so does Wall Street finally get to celebrate a springtime of its own? For eight long months now, a ferocious credit crunch, unprecedented since the Great Depression, has trapped investors in a deep freeze. Not only stocks and real estate, but even some of the (reputedly) safest bonds and money market instruments fell victim to the Arctic blast.

Happily, I’m detecting hints, here and there, of a thaw. It’s taking a lot longer than I had hoped, but we will see the end of this new Ice Age. As a balmier climate sets in, we can look forward to healthy markets again — and a return to the steady, consistent profits we enjoyed from 2003 to around mid-2007.

February 1, 2008

Bernanke lights a fire! If Federal Reserve Chairman Ben Bernanke was out to stop a recession, he made a pretty good start of it this week. Stocks skyrocketed once investors had a chance to think about the magnitude of the Fed’s January rate cuts — 125 basis points in all.

October 2007 Issue

Five years later, it’s still a bull! Yes, Virginia, it was five long years ago, back in those dark, scandal-ridden days of October 2002, that the stock market launched its first major ascent of the new millennium. And today, even after several blue chip indexes have doubled off that historic low, the
beat goes on — thanks to a big (and very timely) Federal Reserve rate cut.

Incredibly, many investors continue to fret that the end is nigh. But you don’t have to be among them. My work indicates that the market blast-off on September 18 signals a new and exciting chapter in this aging bull’s long life. We’re now cruising on what may turn out to be the last, best moneymaking
streak of the next two or three years.

In this month’s visit, I’ll point you to a handful of stocks uniquely
positioned to lead the advance. (Hint: They’ve got nothing to do with
subprime mortgages, or any mortgages at all, for that matter!) My favorite, a technology titan, looks so cheap that I’m projecting a 25%�35% gain in the next 12 months alone.

October 26, 2007

Mr. Softee comes through! Last Friday, we told you to look for the stock market to stabilize within a few days and then rally. Well, the rally got under way almost immediately Monday and Tuesday. But it took last night’s blockbuster earnings report from Microsoft to give the market the spark it needs to keep going.

May 2007 Issue & Supplement

You can bank on it! Now that the stock market has found its roar again, investors are scrambling to figure out what to do. Is it too
late to buy? Clearly, the supply of bargain-priced stocks has thinned out in the past six weeks or so. But I’ve got good news
for you: There’s still a rich lode waiting to be tapped—right down the street from your house, at some of America’s
biggest and best-known banks.

In this month’s visit, I’ll show you how to cherry-pick, from the hundreds of publicly traded
banks, those with the brightest prospects for both current income (dividends) and capital growth. As you’ll see, the recent
hue and cry about subprime mortgages is only a diversion—the banks I’m recommending are strong and safe, and will navigate
through this media-puffed “crisis” with
flying colors.

Speaking of mortgages, I’m so convinced the issue has been overblown that I’m sniffing around for values
among the battered specialty mortgage lenders, too. On p. 3, I’ll introduce you to a handful of the healthiest, with dividend
yields as high as 5%, 6% and even 8%. If you’re an aggressive income investor, this may be your finest opportunity in years
to lock in a bonanza while the crowd is gazing the other way.

May 2007 Issue & Supplement

You can bank on it! Now that the stock market has found its roar again, investors are scrambling to figure out what to do. Is it too
late to buy? Clearly, the supply of bargain-priced stocks has thinned out in the past six weeks or so. But I’ve got good news
for you: There’s still a rich lode waiting to be tapped—right down the street from your house, at some of America’s
biggest and best-known banks.

In this month’s visit, I’ll show you how to cherry-pick, from the hundreds of publicly traded
banks, those with the brightest prospects for both current income (dividends) and capital growth. As you’ll see, the recent
hue and cry about subprime mortgages is only a diversion—the banks I’m recommending are strong and safe, and will navigate
through this media-puffed “crisis” with
flying colors.

Speaking of mortgages, I’m so convinced the issue has been overblown that I’m sniffing around for values
among the battered specialty mortgage lenders, too. On p. 3, I’ll introduce you to a handful of the healthiest, with dividend
yields as high as 5%, 6% and even 8%. If you’re an aggressive income investor, this may be your finest opportunity in years
to lock in a bonanza while the crowd is gazing the other way.

April 2007 Issue

So it finally happened. The stock market’s Energizer Bunny keeled over. All right, what now?

Legions of investors are groping in the dark, unnerved and uncertain of their next move. Not you and I. We were expecting a timeout for the bull—and we’re taking full advantage of it.

In this month’s visit, I’ll show you how to use the recent unsettled market conditions to fine-tune your portfolio for greater profits. Bargain-priced stocks are popping up all over, including two blue chip stalwarts from our model portfolio that now offer potential returns of 20% or more in the coming year with much lower risk than normal.

I’m also warming again to global investing (a very successful theme of ours in the past couple of years). After a brief absence, we’re back buying China and India, the two most powerful growth engines of the developing world. If you prefer a more diversified approach, I’ve got a pair of globetrotting mutual funds—both among the best in their class—that will take you anywhere you could want to go.

Keep Your Eye (Off) the Dow

So it finally happened. Yesterday, the venerable Dow Jones Industrial Average topped its January 2000 record high of 11,723. Are we supposed to laugh, cry, clap or what?