This month I talk about jazz great Thelonious Monk, his sense of rhythm and mastery of space. Successful investing and Monk’s music have one thing in common—space. For you, the investor, space is about what you do not want to do. In this issue, I offer you a program to help you develop your own rhythm and balance along with an overview of some of our investments and a special section on 10 Reasons to Love the Outcome of the November 7 Elections. I also talk about the bull market in precious metals and oil and why I believe there is still room to grow. Make it a good month.
Tags: Boeing, Brazil, compound interest, defense, dividends, Duke Energy, election, ExxonMobil, Federal Express, FedEx, gold, Hormel, HSBC, income, jazz, McCormick & Company, Microsoft, Minton, patience, Pepsico, Piedmont Natural gas, platinum, rhythm, risk, ruger, silver, space, Sturm, Thelonious Monk, tolerance, United Parcel Service, Vanguard GNMA Fund, Vanguard Precious Metals & Mining
This month, I talk about balance. Just like you need a balanced diet, you also need a proper balance with your investments. The proper balance is achieved
through diligent research and perspective, as well as the patience to achieve your goals. In this month’s issue of Intelligence Report, we
review the basics of our portfolio to create this balance and how well my current recommendations are succeeding for us. I also discuss an old favorite
on the Monster Master List, as I think now is the time to buy it since it is a likely takeover candidate. Have a happy Thanksgiving!
Tags: American Express, AXP, BA, BACprC, balance, Bank of America Issue, BDJ, BDV, Black Rock Dividend Achievers Trust, Black Rock Enhanced Dividend Achievers Trust, BOE, Boeing, CAG, Canada, CAT, Caterpillar, coca-Cola, ConAgra, DIA, dividends, Dodge & Cox Income Fund, DODIX, Dow Diamonds Trust, Enerplus, ERF, FDG, Fording Canadian Coal, Franklin Mutual Series Shares, GE, general electric, Global Opportunities Equity Trust, GNMA Fund, Halloween, harley-davidson, HOG, illinois tool works, ITW, JOE, KO, MCD, McDonalds, Microsoft, Morgan Stanley Cap, MSFT, MUTHX, omega-3, Omega-6, Penn West Energy, PRJPX, PRNEX, PWE, Retirement Compounders, RGR, ruger, Sell harley, Simple is Sophisticated, St. Joe, Sturm, T. Rowe Price Japan, T. Rowe Price New Era, TAREX, TAVFX, The Omega Diet, third Avenue Real Estate, Third Avenue Value, TimberWest Corp, time warner, Toronto, TWF.UN, TWX, United technologies, UTX, Vanguard Equity Income, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, VFIIX, VFSTX, VGPMX, WEIPX, Wrigley, WWY, Yankee Candle, YCC
I need to remind you of what I wrote last month — most of the unique mutual funds are closing. But this month I have another option for you to consider. Along with the fund updates, I give you a tool to help you become an insightful investor — a way to review a company’s cash flow and determine if it is a good investment. Also, I have four new stock offerings for you to consider — a few laggards that I believe are really good buys right now, along with a new layout for the newsletter. Make it a good month.
Tags: Alliance Resource Partners, American Express, AXP, BA, BlackRock, Boeing, C, citigroup, DIS, Dividend Achievers, dividends, Dow Diamonds Trust, Enhanced Dividend Achievers, ETF, Fiduciary Claymore MLP, GG, Global Opportunity, Goldcorp, HBC, Holland balanced Fund, HSBC, J.M. Smucker, Jardine Matheson, JMHLY, JNJ, johnson & johnson, Mutual fund, Mutual Series, PEP, Pepsico, PetroFund, PTF, SJM, Sysco, SYY, T. Rowe Price New Era, time warner, TWX, United technologies, UTX, Vanguard Precious Metals & Mining, Walt Disney
There’s no doubt in my mind that the world’s greatest and most successful rock and roll band is the Rolling Stones. However, this success would not have been possible without an enormous amount of focus and patience by the band. Focus and patience are what this issue is all about. What are you doing to make sure your portfolio maximizes its compound interest and dividends? This month, I provide some options to help you stay on point. Also, I revisit a few funds that you need to increase your holdings in, as well as introduce two new funds and three new stocks that I believe should be a part of your portfolio. Read this month’s issue for all the exciting details. Make it a good month.
Tags: ABER, aber diamond, ABX, American Century Global Gold, Australia, Barrick, Ben Grahm, Blackrock Enhanced Fund, Canadian General Investments, CAT, Caterpillar, Century Bank, Chemistry and Synergy, China, coca-Cola, diamonds, DIS, Disney, dividends, FAL, Falconbridge, Federated Investors, FII, FLEX, Flextronics, GE, general electric, harley-davidson, HDI, Hong Kong, Inco, iShares, iShares Goldman Sachs Natural resources Index fund, J.M. Smucker, Janus Fund, JOE, KO, Marvel, MVL, N, Norfolk Southern, NSC, Oak family funds, PDG, PEP, Pepsico, Placer Dome, power investing, presidential cycle, quadrennial theory, RGR, Rio Tinto, RTP, ruger, Singapore, SJM, St. Joe, streetTracks Gold Shares, Sturm, T. Rowe Price, T.Rowe price Dividend Growth, Third Avenue International Value, Third Avenue Small-cap value, TimberWest Forest, TROW, Union Pacific, United technologies, UNP, UTX, Vanguard GNMA, Vanguard Growth & Income, Vanguard Precious Metals & Mining, Warren Buffett, WFMI, Whole foolds
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