SIHotline-224.pdf

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MarchSI.pdf

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When Ben Speaks This week we saw the debut of new Fed chief Ben Bernanke as he gave his testimony to congress.  A day before his appearance stocks surged, with the Dow enjoying a 136-point gain and closing above the psychologically significant 11,000 mark. Stocks closed up again Wednesday, and once again on Thursday after […]

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Hotline210.pdf

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Weakness on Wall Street, Enthusiasm in Orlando Greetings from Orlando, This morning I spoke to a hugely enthusiastic crowd of investors at the annual World Money Show.  The hot topic this year is the use of Exchange Traded Funds (ETFs) to bolster portfolio performance while keeping high fees at bay.  It’s a curve we here […]

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Discipline and patience were two things that the Boston Red Sox could have used in the 2003 Championship Series against the Yankees. And we preach about both everyday here at Intelligence Report — discipline to stay true to our diversified portfolio and the patience to keep our focus on the long term. This approach made us successful in 2005 and will continue to help us profit in the future. This month I discuss some of our successes from the past year as well as answer a number of your questions. I also provide you with a few opportunities to help your IRAs in the next year. As we continue in the New Year, be sure to read this month’s issue for my latest advice.

Tags: Alliance Resource Partners, Archstone-Smith, ARLP, ASN, BHP, BHP Billiton, BlackRock Dividend Achievers Trust, BlackRock Global Opportunities Equity trust, BPL, Buckeye Partners, Cameco, Canadian General Investments LTD, CCJ, China, Coal Master Limited Partnerships, counterbalancing, diversification, Dodge & Cox International, EQR, Equity residential, Fidelity International real Estate Fund, Holland balanced Fund, iShares Australia Omdex Fund, iShares MSCI Singapre Index, Kinder Morgan Energy Partners, KMP, Macquarie Infrastructure company trust, MIC, Natural resource Partners, Norfolk Southern, NRP, NSC, PII, Polaris, REIT, Retirement Compounders, RGR, Rio Tinto, Royce Value Trust, RTP, ruger, Smith & Wesson, streetTracks Gold Shares, Sturm, SWB, T. rowe Price New Asia, T. Rowe Price New Era, T. Vanguard Long-Term Investment grade, Third Avenue International, Third Avenue Small-cap value, Third Avenue Value, Union Pacific, UNP, Valero L.P., Vanguard GNMA, Vanguard Inflation Protected Securitites Fund, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard Wellesley, Vanguard Wellington Balanced, VLI