Simple is Sophisticated is my theme for you this month. In this issue, I offer you a new one-stock program that I think may appeal to those of you interested in a shorter timeframe than my usual buy it and forget it strategy. Also this month I cover a lot of ground on mutual fund investing and where you should put new money today. Plus, I talk about some of our Monster Master List companies and what recent news stories mean for your investments. Make it a good month.

Tags: ABX, American Century Global Gold, Barrick Gold, BGEIX, Burton Malkiel, coca-Cola, DayJet, Delta & Pine, DIA, DIS, Disney, DLP, Dow Diamonds, DRAM, dynamic random access memory, EWS, FAL, Falconbridge, FCEa, FICDX, Fidelity Canada, forest City, GE, general electric, General Electric Capital 6.45%, General Thabit, George Tomsco, GG, GLD, Goldcorp, Goldman Sachs 6.20%, harley-davidson, HDI, HOLBX, Holland balanced Fund, HSBC Financial 6.36%, Inco's, iShares MSCI Singapore, Jack Bogle, Japan, Jeremy Siegel, JNJ, johnson & johnson, KO, magnetoresistive random access memory, Marvel Eneterprises, mcCormick, MKC, MRAM, MVL, N, NEM, Newmont Mining, Norman Petty, PEP, Pepsico, Piedmont Natural gas, PII, PLD, PNY, Polaris Industries, Prologis, Retirement Compounders, Saudi Arabia, Simple is Sophisticated, stretTRACKS Gold Shares, Teck Cominco, TEK-SVB.TO, terrorism, The Fireballs, Vanguard Wellington, Vanguard's Value Index, VIVAX, VLJ, VWELX, Wrigley, WWY, Yankee Candle, YCC

Where do you put your money today? This month, I still have gold at the top of my list. In fact, there is a new offering from the U.S. government that I think you should buy. Also, the long-term increase trend in the Canadian dollar bodes well for our Canadian investments so I have two new funds from Canada that I want you to add to your equities positions as well. Plus, in my Monster List, I am bringing back one of my favorites, and I have breaking news that shows a strong future for this company’s new product line. Make it a good month.

Tags: AA, ABER, aber diamond, Al Qaeda, Al-Zaeqawi, Alcoa, ALEX, Alexander & Baldwin, Alpha Natural Resources, American Century Global Gold, ANR, Archstone-Smith, ASN, Bank of America Capital trust X11, BlackRock Enhanced Dividend Achievers Trust, BlackRock Global Opportunities Equities trust, BTU, CAG, Canadian General Investments, Cleveland-Cliffs, CLF, coca-Cola, ConAgra Foods, DD, DEL, Delta & Pine Land, Deltic timber, DLP, Dow Diamonds, DuPont, EQR, Equity residential, FAL, Falconbridge, FDG, Federated Investors, Fidelity Canada, FII, Florida rock, Fording Canadian Coal, FRK, harley-davidson, HDI, illinois tool works, Inco, Iraq, ITW, JOE, KO, Kurds, Marvel Enterprises, MVL, N, NOC, Norfolk Southern, Northrop Grumman, NSC, PD, Peabody Energy, Pentair, PEP, Pepsico, Phelps Dodge, Piedmont Natural gas, PII, PNR, PNY, Polaris Industries, Retirement Compounders, RFID, Smart Dust, Smart Rocks, St. Joe, streetTracks Gold Shares, Sysco, SYY, Teck Cominco, trinity Intustries, TRN, VNO, Vornado, Xstrata, XTA.L, Yankee Candle, YCC

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

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

It’s all about the oil. This month’s issue focuses on the United States’` dependency on oil and what this means for our investments. I offer four powerful considerations for you to factor into your investment thinking and a number of ways to protect your investments over the long-term. The strongest way to protect yourself is to invest in the companies that are part of our alternative energy future, such as the four new utility companies I want you to add to your portfolios this month. Plus, there are a few blue chips making bets on alternative energy and energy efficiency that are buys as well. Be sure to read this important issue!

Tags: <prgan Stanley trust Preferred VI, Archstone-Smith, ASN, Australia, BHP, BHP Billiton, BP, British Petroleum, Canadian General Investments, CIN, Cinergy, Delta & Pine Land, DLP, EQR, Equity residential, Fidelity International real Estate, FPL, FPL group, GE, general electric, harley-davidson, HDI, Hong Kong, Income Fund, India, iShares Singapore, mcCormick, MKC, Norfolk Southern, NSC, oil, PCL, PII, PIMCO real Commodity return, Plum Creek, Polaris, PSD, Puget Energy, Rayonier, RD, rio trinto, Royal Dutch, RTP, RYN, time warner, TWX, Union Pacific, UNP, Vanguard Precious Metals & Mining, Vanguard Wellesley, Xcel energy, XEL

Harley Davidson is back in a big way! There are many facets to the Harley story, and this month I cover them all and give you an in-depth analysis of why I think Harley is a good buy now. In addition there are some other events taking place that will help make your investing decisions easier. For example, in October’s issue I told you to buy Placer Dome (NYSE: PDG) well, I hope you listened. Read the issue and find out why. There is another company takeover to consider and I give you both potential suitors. And do not forget preferred stocks (don’t worry I won’t let you). I have some quality new issues to add to your list now. These topics and many more are covered in this month’s issue. Remember you need to focus, and take immediate action, to continue to be successful. I am committed to helping you achieve your investment goals, and if you have followed my battle plan throughout 2005 you have a lot to cheer about.

Tags: AA, ABX, Alcan AL, Alcoa, Barrick Gold, Barrick gold Corp, BHP, BHP Billiton, BlackRock Dividend Achievers Trust, Buell, CAG, CAT, Caterpillar, Chevron Texaco, China, coca-Cola, ConAgra, CVX, digital revolution, DIS, Disney, energy stocks, FAL, Falconbridge, FDG, FLEX, Flextronics, Fording Canadian Coal, harley-davidson, HDI, HSBC Holdings PLC, Inco, Inco Ltd, ING Group NV, JOE, KO, Marvel Enterprises, McCormic, Microsoft, MKC, MSFT, MVL, N, NEM, Newmont Mining, PDG, PII, Placer Dom, Polaris, RD, restaurants Brands New Zealand, RGR, Rio Tinto, Royal Dutch, ruger, St. Joe, Sturm, Sysco, SYY, Teck Cominco, time warner, TWX, Vanguard GNMA, Vanguard Short Term Investment Grade, Willmington trust, WL, Xstrata, XTA.L, Yankee Candle, YCC

High water is the theme of this month’s issue as I analyze hurricane-related issues and why they are vital for you when considering my Big Idea. You should also focus on the following points when considering the future: income, migration and leisure. I discuss each of these issues for you this month, as well as, what is working for us. While this has been a down year for most if you have followed our plan, you are having a darn nice year. All my balanced funds and fixed income funds are up for the year. And there are some I would consider cheap funds and stocks that I want you to focus on, especially Vanguard funds and commodities — gold, aluminum, nickel, and uranium. There is much to cover this month but if you remain focused and take immediate action, you will continue to be successful.

Tags: AA, ABN Amro capital V11, AL, Alcan, Alcoa, Bank of America, bear market, Cabco Goldman Sachs, Cameco, Canadian General Investments, CAT, Caterpillar, CCJ, China, DEL, Deltic Lumber, Dodge & cox, FAL, Falconbridge, harley-davidson, HDI, J.P. Morgan chase, JOE, Lehman Bros, Mandarin Oriental International, MCD, McDonalds, MOIL.SI, Mutual Series, New Era, Norfolk Southern, NSC, PCL, PDG, PEP, Pepsico, PII, Placer Dome, Plum Creek, Polaris Industries, Rayonier, RGR, ruger, RYN, St. Joe, Sturm, T. rowe Price New Asia, Third Avenue International Value, Third Avenue Value, Vanguard GNMA, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Wells Fargo

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

1948 was the beginning for the greatest jazz vocal group in history, the Four Freshman. Even today there is Four Freshman vocal group still maintaining great harmony and overtones–much like my favorite Third Avenue funds. Two of my favorite funds closed, but Third Avenue does have two value funds that you should take action on after you read this issue. I discuss what I believe are the three ways we can end the U.S. trade deficit and cope with the impact of a much cheaper U.S. dollar. I also revisit my Picks & Shovels strategy involving investing outside of China. I have two funds that are the right call for this Far East investment strategy. This month I have added four stocks to my list and eliminated some as well, so be sure to review. Lastly be sure to check out my new Perspective box, it will help you plan the rest of your investing year.

Tags: BHP, BHP Billiton, Castle Doctrine, Chaos Theory, China, COST, Costco, Four Freshmen, harley-davidson, HDI, Hong Kong, JAREX, jeb Bush, N.Y. community Bancorp, NYB, PII, Placer Dome. PDG, Polaris Industries, purchasing power parity, recession, RGR, Rio Tinto, RTP, ruger, second amendment, Sturm, T. Rowe Price New Asia Fund, T. Rowe Price New Era, Teck Cominco, Third Avenue Funds, Third Avenue International Value, Third Avenue Real Estate Value, Third Avenue Small-cap value, trade deficit, U.S. exports, Vanguard GNMA, Vanguard Precious Metals & Mining, WFMI, Whole foods, Yankee Candle, YCC, yuan

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