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Tag Archives: REITs

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.

October 2006 Issue

This month, find out why the stock market is primed for a strong, sustainable growth cycle starting sometime in the fourth quarter of this year. I’ll
show you how to make the most of the lucrative—yet in many ways “different”—bull market I see unfolding. To help you get your ducks
in a row, I’ll name my top three industry groups, with my #1 stock pick in each for potential gains of 60%-80% and more by late 2008 or early 2009.
I’ve also included a long list of ill-fated stocks and mutual funds to cut loose as quickly as possible.

Run-Down Housing

Housing is becoming a real drag on the national economy. Yesterday, the National Association of Realtors reported that sales of existing homes fell more than expected in July, down 11.2% from the same period a year ago.

Real Estate Rumblings

Stomachs are knotting up in the boardrooms of America’s real estate investment trusts (REITs). Last week, REIT prices took a sharp 5% tumble. Another 3% drop followed on Monday when an article appeared in Barron’s, denouncing the overvaluation in the REIT sector and predicting a further 10% washout.

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.

Time's Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Time’s Kiss of Death

Uh-oh. Have you seen the latest cover of Time magazine?

It features a goofy-looking guy hugging his house. The headline reads: HOME SWEET HOME: WHY WE’RE GOING GA-GA OVER REAL ESTATE.
For anybody who knows the history of Time covers, this is scary stuff. Over the past 80 years, the magazine has proved to be about as perfect a contrary indicator as you could hope for.

Real Estate Swap

Real estate investment trusts (REITs) have chalked up huge profits for us in recent years. Now, though, the REIT market is becoming severely overheated — and dangerous. It’s time for us to take another small defensive step.

October 2004 Issue & Supplement

In this month’s visit, we’ll take our strategy a step further. Among our World-Class Franchises, we’re swapping out of a lower-yielding stock into another that will double our dividend income. Plus, I’m looking for our newest selection to deliver growth of up to 60% in its share price over the next three years.