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Tag Archives: mutual funds

November 2008 Issue & Supplement

Has Murphy’s Law taken over the economy and stock market? In recent weeks, it seems that just about everything that could go wrong, has. Retail sales and industrial output are skidding while unemployment and foreclosures surge. Even the passage (after much dickering) of a $700 billion financial “stabilization” program by Congress proved unable to stop a waterfall plunge in stock prices.

Grim tidings, these. As investors, though, we know that the important question, always, is: What happens next? Will conditions get better–or much worse?

In this month’s visit, I’ll help you understand the odds. I’ll also show you how to profit from the inevitable recovery when it comes, while protecting yourself in case Wall Street continues to stumble longer than any of us hopes.

November 2008 Issue & Supplement

Has Murphy’s Law taken over the economy and stock market? In recent weeks, it seems that just about everything that could go wrong, has. Retail sales and industrial output are skidding while unemployment and foreclosures surge. Even the passage (after much dickering) of a $700 billion financial “stabilization” program by Congress proved unable to stop a waterfall plunge in stock prices.

Grim tidings, these. As investors, though, we know that the important question, always, is: What happens next? Will conditions get better–or much worse?

In this month’s visit, I’ll help you understand the odds. I’ll also show you how to profit from the inevitable recovery when it comes, while protecting yourself in case Wall Street continues to stumble longer than any of us hopes.

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.

November 2006 Issue & Supplement

Wall Street’s amazing bull has rejuvenated itself for another romp as stocks are putting on a fresh display of power. This month, I’ll show you how you can keep the profits flowing at a safe, healthy double-digit pace by identifying the rich veins of value still waiting to be mined. Ironically, I’m finding some of the best bargains in an area overcrowded with speculators until just a few months ago—oil and gas, including a pair of names that could leap 50%�80% in the next few years. The oil patch is also home to my favorite type of vehicle income right now—master limited partnerships. I’ll point you to my top buy among the bunch and answer some of your nagging questions about MLPs. Also look for a primer on the most attractive stocks and markets overseas. And don’t miss my Tax Savers’ Workshop in this month’s supplement.

November 2006 Issue & Supplement

Wall Street’s amazing bull has rejuvenated itself for another romp as stocks are putting on a fresh display of power. This month, I’ll show you how you can keep the profits flowing at a safe, healthy double-digit pace by identifying the rich veins of value still waiting to be mined. Ironically, I’m finding some of the best bargains in an area overcrowded with speculators until just a few months ago—oil and gas, including a pair of names that could leap 50%�80% in the next few years. The oil patch is also home to my favorite type of vehicle income right now—master limited partnerships. I’ll point you to my top buy among the bunch and answer some of your nagging questions about MLPs. Also look for a primer on the most attractive stocks and markets overseas. And don’t miss my Tax Savers’ Workshop in this month’s supplement.

December 2005 Issue

In this month’s visit, I’ll show you how to play defense and offense simultaneously. For protection, we’re buying bonds and high-yielding bond-like stocks to generate a stream of ready cash until the Fed squeeze is over. At the same time, for long-term growth, we’re snapping up world-class businesses, one by one, as their shares pull back to attractive prices. This simple, two-pronged strategy is designed to keep our money growing not only in 2006 but also for years to come.

Almost Time for a Timeout

The stock market has just about fulfilled our expectations for the near term. As you know, I’ve been looking for the Standard & Poor’s 500 index to make a marginal new high (above the March 7 closing high of 1225) before the market settles into its traditional “summer siesta.”

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.

More Good News

Call me a grave dancer, an ambulance chaser, a ghoul. I don’t care. (“Sticks and stones�”) I’m glad to see the stock market dropping in the first few days of the New Year, this morning included.
What’s so great about a pullback? It restores the market’s health by improving values. At the end of 2004, as I repeatedly complained, most stocks and equity mutual funds were stretched thin. Good values were hard to come by.

November 2004 Issue & Supplement

In this month’s visit, I’ll show you how to chart a winning strategy. Our twin watchwords are safe and cheap. By scooping up quality investments at bargain prices, we’ll stay well ahead of the crowd. I’ve got two new stock picks for you that fit the bill perfectly. Both are giant corporations with rock-solid franchises. Yet both are trading at remarkably modest valuations (in a market that isn’t exactly teeming with bargains). Lock these blue chips away and watch your wealth zoom 50% or more in the next 24–36 months.