December 2007 Issue

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.

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November 2007 Issue

Today’s sub-prime lending mess has many institutional investors wringing their hands. So, this month I give you updates on all the hedge funds that have been clobbered by the sub-prime fiasco. Plus, many investors are worrying about a possible recession, but if you’ve been following my advice and set up a counterbalanced portfolio, a recession is a nonevent for you. Check out why I why I don’t think a recession is in the cards. Also, I have two new additions to the Stock Monster Master List, and I give you some insight into why I’m taking a huge position in a utility fund that you should be investing in as well. And I also have updates on our Top Ten Common Stocks and a new preferred that you should add to your portfolio. Make it a good month.

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