Did you know that the only investment book on my desk is Graham, Dodd & Cottles’ Security Analysis? This book has been there since I began working in 1963 and is as treasured now as it was then. The guts of investing haven’t changed much through the decades either. Compound interest, value and patience are still the key. In fact many of our highest quality investments have been successful for over 80 years. In this month’s issue, I talk about the importance of dividend yields versus stock buybacks. Also this month you will notice that the Economic Analysis and Mutual Funds Monster Master List have been revised. My goal is to provide you with content that updates more frequently and is easier to read. Make it a good month!

Tags: American Express, balance, bear, Boeing, citigroup, coca-Cola, Epoch, ETN, euro, ExxonMobil, Fidelity Nordic, general electric, harley-davidson, Honda, HSBC, illinois tool works, inference reading, johnson & johnson, Laurent, Manitowoc, Norilsk, Pespsi Bottling, Polaris, Precious Metals & Mining, Russian, sugar, Switzerland, T. Rowe Price, United technologies, Villchur, Wellesley, Wellington, yen

1967’s Monterey International Pop Festival was a catalyst for a financial tidal wave in the pop music industry that lasted an entire decade. My 2008-based Big Idea hitched to the luxury goods supercycle is much the same, if not a whole lot more. Read this month’s issue to find out more about the impact this will have on babyboomer retirements. Also this month, I have a special guide on high-yield investing, along with quite a few new Monster Master List stocks and an update on our agricultural commodities portfolio. Make it a good month.

Tags: 2008, Alcan, Alcoa, Alico, American Express, AMEX, aquarius, barclays, Barrick Gold, Big Idea, Black Army, Black Hills, Bombardier, catalyst, citigroup, Coke, Cresud, default, Dodge & Cox income, ExxonMobil, Federated Investors, Fidelity, First National Bank Shares, Garmin, General Dynamics, general electric, harley-davidson, high yield, iShares, Japan, jet, Newmont Mining, peaks, Pepsi Bottling, Polaris, pop music, Powershares, Retirement Compounders, Royal Bank, ruger, St. Joe, Sturm, supercycle, Syngenta, Tiffany, Unilever, vanguard, yield spread

Timing is everything … but good timing is not just a matter of luck. It’s the product of good fortune, and one makes one’s own good
fortune by creating the right environment to allow good things to happen. If you look at this month’s Economic Analysis, you will see more evidence
about your good fortune—namely our awesome success in picking highly profitable mutual funds and stocks! This month, I have a detailed look at
my top 10 stocks to buy today. Finally, we had so many excellent questions for this year’s annual Q&A that I had to add a bonus section. Check
out this month’s issue for all the details. Make it a good month.

Tags: average, Canadian General Investments, Caterpillar, citigroup, coal, coca-Cola, ConAgra, conterbalance, ExxonMobil, Fidelity, Fidelity Canada, fixed income, GE, heart, iShares Hong Kong, iShares Malaysia, Jardine, Kinder Morgan, map, McDonalds, Norway, Plum Creek, Q&A, questions, ruger, St. Joe, Sturm, Sweden, Timing, Valero, vanguard

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

In 1959, I started studying the stock market. Since then there has not been a single stock market downer in the year leading up to a presidential election. In fact, stocks usually make big gains-more so than in any other year of the election cycle. In this issue, I cover the impact of the presidential election cycle on the stock market, especially the year preceding the election. But the bulk of the issue is spent discussing my investment strategy. You need to read what I have to say about Japan versus South Korea. I also discuss fixed income and what you can expect in 2006 with regard to my Big Idea — the impending retirement of 76 million Americans. I have some new funds and some old for you to consider as well as some new stock offerings. Make sure to read this month’s issue; it will help you prepare for 2006.

Tags: AA, ABX, AL, Al Qaeda, Alcan, Alcoa, American Century Zero Cupon, Archstone-Smith, ASN, Barrick Gold, BHP, BHP Billiton, BlackRock Dividend Achievers Trust, BlackRock Global Energy & resources Trust, BP, Cameco, Canadialn General Investments, CCJ, China, Commodity Real Return, COST, Costco, Dodge & Cox income, election year cycle, ExxonMobil, FAL, Falconbridge, FCEa, Fidelity International real Estate, Fiduciary/Claymore MLP Opportunity Fund, forest City, GDP, General Jon Abizaid, Iraq, iShares MSCI Australia Index, iShares MSCI Singapre Index, jazz, Katrina, MCD, McDonalds, Microsoft, MSFT, Mutoual Series, NEM, Newmont Mining, Norfolk Southern, NSC, PCL, PDG, PEP, Pepsico, PIMCO, PIMCO All Asset, Placer Dome, PLD, Plum Creek, President Bush, PRJPX, Prologis, Rayonier, RD, Rio Tinto, Royal Dutch, RTP, RYN, streetTracks Gold Shares, T. Rowe Price Japan Fund, T. Rowe Price New Asia Fund, T. Rowe Price New Era, T. Rowe Price Teck cominco, Third Avenue International, Third Avenue International Value, third Avenue Real Estate, Third Avenue Small-Cap, Third Avenue Small-cap value, Third Avenue Value, Third Avenue Vanguard Precious metals & Mining, Union Pacific, UNP, Vanguard GNMA, Vanguard Inflation Protected Securities, Vanguard Intermediate Term Treasury, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard Wellesley Income Fund, Vanguard Wellington, VWELX, XOM

In this month’s issue I focus on the effects of Hurricane Katrina and what it means for your investments and for the U.S. economy. No matter the outlook, your investment strategy need not be altered, as I have been guiding you in the direction of a fully counterbalanced portfolio capable of riding out even catastrophic events like Katrina. Remember a conservative approach to investing wins. I devote the bulk of this issue to review our portfolios and what kind of return you need to plan for. And as promised I’ve included my end-of-summer “Mostly Stocks” section, which provides intelligence on many of our Monster Master List names. You must act now to take care of your portfolio as I have been stressing for the past few months.

Tags: AA, AL, Alcan, Alcoa, ALEX, Alexander & Baldwin, artom Whitman values Fund, BHP, BHP Billiton, BPL, Buckeye Partners, CAG, CAT, Caterpillar, Cleveland-Cliffs, CLF, coca-Cola, ConAgra, ConocoPhillips, COP, Delta & Pine Land, DLP, Enerplus resources fund, ERF, ExxonMobil, FAL, Falconbridge, FDG, Fording Canadian Coal trust, harley-davidson, HBC, HDI, Hormel, HRL, HSBC Holdings, ITW, J.M. Smucker, JOE, JPM Chase Capital XIV, Katrina, Kinder Morgan Energy Partners, KMP, KO, Legg Mason, LM, Mandarin Oriental International, McCormic, MCD, McDonalds, Microsoft, MKC, MOIL.SI, MSFT, Natural resource Partners, NRP, O;;onois tool Works, PCL, PDG, PEP, Pepsico, PFE, Pfizer, Piedmont Natural gas, PII, Placer Dom, Plum Creek, PNY, Polaris, Rayonier, RGR, Rio Tinto, RTP, ruger, RYN, SJM, St. Joe, Sturm, T. Rowe Price New Era, Teck Cominco, Third Avenue International Value, Third Avenue Real Estate Value, Third Avenue Small-cap value, Third Avenue Value, Third Avenue values, Valero LP, Vanguard GNMA, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard Wellington, VLI, XOM

The experts say…”stratospheric oil prices are here to stay and the housing bubble will not burst.” I disagree, and I give you the reasons why for both of these topics. I also discuss hedge funds, the US$ and a slowing world economy, but there still is a lot to be enthusiastic about. This month’s issue is loaded with great opportunities for you in funds (new and old friends), gold and stocks that should capture your attention. All of these stocks and funds connect to my Big Ideas and the impact of China’s growth on the world economy. I also have 2 stocks that I want you to sell and a merger that I want you to buy. I have also added 16 new charts to my Economic Analysis to help you understand what is going on in the world. The August issue is filled with great opportunities for you. This will be the issue that helps you overcome the inertia and take action.

Tags: Alan Greenspan, Alberto Gonzales, Alliance Resource Partners, ARLP, Australia, automobile, BAC, Bank of America, BEGRX, Bernanke, BHP, BHP Billiton, Brazil, CAG, Cameco Corp., Canadian General Investments, cars, CAT, CAtellus, Caterpillar, CCJ, CGi.to, ChevronTexaco (CVX), China, China National Offshore Oil Corp., Christopher Cox, CNOOC, coal, Codelco, commodity, ConAgra, copper, currency reserves, drought, energy, Europe, ExxonMobil, FAL.TO, Falconbridge, Fed, Federal Reserve, Fidelity, Fiduciary/Claymore MLP Opportunity Fund, FL.TO, Florida, FMO, Franklin Mutual Series Beacon, Franklin Mutual Series Qualified, Franklin Mutual Series Shares, gas, GDP, Germany, global warming, gold, gold Panda, harley-davidson, HDI, hedge fund, Hong Kong, housing, hurricane, India, JALSX, Janus Fund, Japan, JOE, Kaz, KL Financial Group, KRB, LCTM, Long-Term Capital Management, Madame Zhang Li Ju, Maine, Martin Feldstein, MBNA, metals, Michael Luttig, Middle East, Milton Friedman, mining, missiles, mortgages, MQIFX, MUTHX, natural gas, natural resources, New Zealand, nickel, Noranda, Norilsk, Norway, NRD, oil, Overseas-China Bank, PandaAmerica, PCL, PLD, Plum Creek, Precious Metals & Mining Fund, PRNEX, Prologis, R. Glen Hubbard, real estate, Renaissance Technologies, RiverTown, Russia, Sandra Day O'Connor, SEC, Singapore, South Africa, St. Joe, T. Rowe Price New Era Fund, TAREX, TAVFX, TAVIX, Third Avenue International Value Fund, Third Avenue Real Estate Value Fund, Third Avenue Value Fund, TOPP, Topps, Univision, uranium, vanguard, VGPMX, water, Weimar Republic, Wintergreen Fund, WMC, WMC Resources, XOM