Discipline, patience and preparation made the Boston Red Sox 2007 World Champions. My goal with Intelligence Report is to give you the same kind of strategy to help you get ready to relax and enjoy your retirement. So in this month’s issue I discuss how to set up the draw from your retirement portfolio to ensure that yours is an enjoyable one. I also revisit last month’s railroad picks and why they are attractive businesses for your investment dollars. And guess what? We’re not the only ones jumping on the railroad bandwagon — someone famous is picking up shares of one of my new recommendations. In this month’s issue, I also do a quick review of our Agricultural Commodities portfolio — they all remain buys on my list. Plus, I give you an update on a fund covered by the WSJ that you should stay far way from. Make it a good month.

Tags: agriculture commodities, Alico, Argentina, Berkshire Hathaway, boston red sox, burlington northern, Canadian Pacific Railway, Poor Man, Rich Man, Richard Russell

What’s up for 2007? The year before a presidential election is filled with many empty promises from aspiring candidates, always a plus for the stock market.
The goal of this month’s issue is to help you defeat inertia and take immediate action on your investments. I begin the issue with an overview
of one of the greatest companies in the world and why you should go out and buy it today! This issue is also filled with answers to many of your questions
in my annual Q&A special section.

Tags: 401k, 529, Alliance, Amelia, American Century Global Gold, answers, antibiotic, antioxidant, attack, Beaufort, Berkshire Hathaway, BlackRock, Charleston, citigroup, coca-Cola, Disney, Dorset, Dow, ETFs, exchange traded funds, Fernandina, Fidelity, forest City, GE, general electric, home, Hormel, Immelt, Inertia, IRA, iShares, Island, Jeff, Madarin Oriental, Mattapoisett, McDonalds, Partners, pepper, Plum Creek, Polaris Industries, questions, Resource, Retirement Compounders, ruger, S&P 1500, spray, Sturm, Swiss, T. Rowe Price, terrorist, theory, Third Avenue, Unilever, VAIO, Vanuard, Wellington, Woodstock, WSJ

“Walk, Don’t Run” as recorded by Johnny Smith and also by the Ventures was a seminal rock and roll classic, and it is a great approach to start out your lifetime financial plan. Take it slow and easy. I can get you started with this approach with some “retirement arithmetic.” It will help you sort out your financial options. Also, I review my reasons for continuing to invest in gold and why you should do the same. Along with those gems, I have two new preferreds for the fixed-income portions of your portfolios. And I give you updates on many of my Monster Master List Stocks. Make it a good month.

Tags: AA, Alcoa, American Century Global Gold, American Express, Australia, AXP, BA, Berkshire Hathaway, BlackRock Enhanced Dividend Achievers, BlackRock Global Opportunities, Boeing, BRKb, C, China, citigroup, DIS, Disney, Dow Diamonds Trust, FAL, Falconbridge, GE, general electric, gold, Hong Kong, Inco, inflation, iShares, JNJ, JOE, johnson & johnson, Marvel, Microsoft, MSFT, MVL, N, purchasing power parity, Royal bank of Scotland, Singapore, St. Joe, streetTracks Gold Shares, Third Avenue Real Estate Value, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vangurad GNMA

I always talk to you about the power of compound growth–well, this month we get back to the basics. My wife and I recently visited Vermont’s Authentic Designs to order new lighting for our home. The skilled craftsmen of Authentic Designs still work on 150 year-old machines and turn out some masterful creations. Their guiding principle is “Simple Is Sophisticated.” I love that phrase, and I think it’s one that every investor should take to heart. In this month’s issue I cover all the “keep it simple” principles and steps that help our portfolios grow. This is an educational issue you won’t want to miss. Enjoy, and make it a good month!

Tags: ALEX, Alexander & Baldwin, Berkshire Hathaway, Brazil, BRKb, Efficiency Frontier, Fidelity Canada fund, Fidelity International real Estate, GE, general electric, harley-davidson, HDI, illinois tool works, Imer, Inco, iShares Australia, iShares Singapore, ITW, Jardine Matheson Holdings Ltd., JMHLY, JOE, LMI.L, Lonmin PLC, N, St. Joe, Third Avenue International Value, time warner, TWX, Vanguard GNMA, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard tax-Managed growth & Income, Vanguard Wellington