March 2008 Issue

It’s a presidential election year here in the United States, and elsewhere in the world, there are some nasty conditions arising in countries like Afghanistan, Pakistan, Iran, and China. Given all this, it’s very important that we stick to my core investment strategy — dividends, income and compound growth. And there are also some great international investments. This month I discuss one of my international favorites–it has become a world-class knowledge-based economy.

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February 2008 Issue

Oil and gold prices are skyrocketing. The housing slump, along with the sub-prime write-off mess, has nowhere near run its course. Manufacturing employment is falling. And all this is occurring in the ever-important election year. But despite my jaundiced view of the U.S. presidential candidates and the storm clouds advancing over the U.S. economy, there are still promising investment opportunities to ride out the turbulence — you just need to stay focused, patient, and objective. This month marks my annual Q&A issue, so along with discussing the economy and the potential for a recession, I answer a number of the questions weighing on your minds.

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January 2008 Issue

Do we have boom times in the U.S. or the start of a nutcracker of a new recession? For some of you, the next year is going to feel like a depression. For others, opportunities will be abundant, and you will enjoy tremendous gains in your portfolios. To help you end up on the latter side, this month I give you an overview of this complex economic, monetary, and investment scenario. And while the market’s volatility amid the credit mess can cause investors to worry, there are some reasons for optimism — especially considering the differences between today’s digital-age economy and the economy of old. Also remember that with volatility come opportunities to buy some very cheap stocks. In this issue, I also have updates to both my Monster Master Lists, with two new stocks and one new fund. Plus, all of our Top Ten Common Stocks remain strong buys, so read the January issue to find out more. Happy Holidays.

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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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September 2007 Issue

As the month of July was coming to a close, the Dow fell by over 300 points in one day. On a day like this a fortress-like portfolio mix of 50% high-grade fixed income and 50% dividend-paying stocks, allows a prudent and astute investor to not only sleep well but perhaps even gloat a little. This month, I talk about what’s best for your portfolio if you’re about to retire in the next 5 to 10 years. Plus, I cover the six positions I am adding to that are in our portfolio. If you are looking to smooth out your portfolio, check out my fixed-income strategy. I discuss the potential of zeros and how my Young Research Valuation Indicator can point out buy signals for you. And I have one new stock for you and one stock to sell, plus a new list of blue-chip preferreds and an update on our Agricultural Commodities portfolio. Make it a good month!

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August 2007 Issue

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!

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May 2007 Issue

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.

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February 2007 Issue

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.

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December 2006 Issue

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!

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November 2006 Issue

This month, I talk about the impact of terrorism on our economy and what that may mean for our economic outlook. The outlook looks great for our gold holdings
and I think you should add to them. There are other commodities that are cheap right now, which I think you should look into. Plus, I have some good ideas
for new money and a new addition to the Common Stocks Monster Master List. Also, since the issue went to print, one of my buy recommendations is no longer
a buy based on our updated charts. Don’t miss this update in the November issue. Make it a good month.

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