Skip to Content

Tag Archives: VZ

September 2008 Issue & Supplement

As they say at McDonald’s, you deserve a break today–and now you’ve
got one, thanks to the recent sharp drop in oil prices. I won’t try to
tell you that lower fuel costs, alone, will cure the turmoil in world financial
markets. They won’t. But oil’s spill carries major implications for investors.
What are they? Who stands to benefit the most? Should you sell your oil
stocks right now–or buy more?
In this month’s visit, I’ll give you my straight-from-the-shoulder answers
to these crucial questions. Hint: While the drop in energy prices will
undoubtedly help put the U.S. and other economies back on a stronger
growth track, we aren’t going to be pumping $2 gasoline again anytime
soon. Lay your investment plans accordingly!

September 2008 Issue & Supplement

As they say at McDonald’s, you deserve a break today–and now you’ve
got one, thanks to the recent sharp drop in oil prices. I won’t try to
tell you that lower fuel costs, alone, will cure the turmoil in world financial
markets. They won’t. But oil’s spill carries major implications for investors.
What are they? Who stands to benefit the most? Should you sell your oil
stocks right now–or buy more?
In this month’s visit, I’ll give you my straight-from-the-shoulder answers
to these crucial questions. Hint: While the drop in energy prices will
undoubtedly help put the U.S. and other economies back on a stronger
growth track, we aren’t going to be pumping $2 gasoline again anytime
soon. Lay your investment plans accordingly!

June 2007 Issue

Rodney Dangerfield may be gone, but Wall Street’s “I don’t get no respect” bull market is keeping his legacy alive. Dow at another new all-time high? Shrug. Takeovers spiking stocks left and right? Yawn. We’re in the midst of what ought to be a rollicking party, and most of the guests are half-asleep!
To be honest with you, I’m delighted with this state of affairs. It suggests that the advance will last longer, and climb to far greater heights, than the majority of observers now expect. When this bull is ready to keel over, it will be from too much revelry�not an excess of caution.
In this month’s visit, I’ll show you how to pinpoint the safest, most value-packed stocks in this underappreciated market. Remarkably, some of my top candidates are household names, giants “hidden in plain sight.” I’ve got three for you that could easily pop 20%�30% in the coming year, with even bigger gains down the road.

December 2006 Issue

Gridlock! Whether you’re delighted or dismayed by the results of the midterm election, I’ve got encouraging news for you—a divided government in Washington isn’t such a bad thing for your investments. This month, I’ll show you how you can take advantage of the new paths to profit that the election has opened up. In fact, I expect gains of 40%-60% in the next two years for my top picks. December also marks the fourth anniversary of our Incredible Dividend Machine. This nifty portfolio has beaten the overall stock market by such a huge margin it’s almost amusing. In our latest lineup, I’m swapping two of the members of the Machine with new names that I’m confident will keep the streak going. Finally, the holiday season is the perfect time to do some housecleaning, and if you’re sitting on a mutual fund that has outlived its usefulness, raise a glass of holiday cheer and toast it good-bye. Then replace it with one of my four best funds for your specific needs.

November 22, 2006

The path of least resistance is—up! Stock prices chugged along into the close today, as traders left early for the Thanksgiving break. But the “chugging” had an upward bias to it, with the blue chip S&P 500 Index closing at yet another multiyear high. After watching our model portfolio jump 12% in the first 10 months of the year, we’re more focused than ever on getting good value out of every investment we own.

Spinoffs on the Way

Two companies we own have said lately that they’re “spinning off” part of their business to shareholders. This is good news. Let’s zoom in on the main details of each deal.

November 10, 2006

Higher ground ahead! Stock prices jumped this week, despite heavier-than-expected losses for the GOP in the midterm election. Last Friday, we predicted that the market would regain its strength soon after the election, but even we are amazed at the resilience we’re seeing. It can only mean one thing: The buyers aren’t done yet.

June 2006 Issue

In this month’s visit, I’ll show you where these bargains lie buried. I’ll also give you an update on our ever-popular income feature, the Incredible Dividend Machine. A boon for retirees, the Machine lets you earn a dividend check every month of the year, with low turnover (minimal exposure to capital gains taxes) and none of the ongoing expenses of a mutual fund.

November 2005 Issue & Supplement

Even after the shocks of Hurricanes Katrina and Rita wear off and the holiday spirit takes over, investors will still have to grapple with the Federal Reserve’s increasingly hardheaded monetary policy. Until the rate hikes stop, it behooves us to play the game with extra care. For long-term investors like us, that means two things. First, we want to take advantage of the market’s occasional swoons to fill our shopping car with stocks that have been knocked down too far. One group that has been dented lately (despite excellent earnings prospects) is the oils. In this month’s visit, I’ve got a pair of oil stocks you can lock away for potential returns of 50%–80% over the next three or four years.

October 2005 Issue

This stock market is trying to imitate the “cat with nine lives.” Even the shocking devastation of Hurricane Katrina, coupled with $3 gasoline, has been unable to kill it (so far). At some point, though—maybe soon—the market’s lucky streak will end. Have you got a strategy to help keep your wealth growing when the inevitable “correction” sets in? We do. In this month’s visit, I want to outline it again for you, with some tweaks to meet today’s unique challenges. Hint: The key is to make sure you’re earning a plump, steady income. Call it the “bird in hand” strategy!