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.

Tags: AAUK, AL, Alcan, American Century Global Gold, Anglo American, BDJ, BGEIX, BHP, BHP Billiton, BlackRick Enhanced Dividend Achievers Trust, BlackRock Global Opportunities Equity trust, BNI, BOE, BTU, Burlington Northern Santa Fe, Canadian Pacific Railway, coca-Cola, CP, DEO, DIA, Diageo, Dodge & Cox income, DODIX, Dow Diamonds Trust, Fed, Fidelity International real Estate, Fidelity Natural Gas, FIREX, FSNGX, GE, general electric, harley-davidson, hedge funds, HOG, ING Group, KO, Microsoft, MSFT, PCL, Peabody Energy, PEP, Pepsico, Plum Creek Timber, PRASX, PRJPX, Rayonier, Rio Tinto, RTP, RYN, T. Rowe Price Japan, T. rowe Price New Asia, UL, Unilver, United technologies, UTX, Vanguard GNMA, Vanguard Precious Metals & Mining, Vanguard Value Index, Vanguard Wellesley, VFIIX, VGPMX, VIVAX, volatility, VWINX, Wal-Mart, William Wrigley, WMT, WWY

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!

Tags: Alcan, Alcoa, Alexander & Baldwin, Alico, American Express, BHP Billiton, BlackRock, Boeing, Cresud, DB Agricultural Commodities Fund, Deutsche Bank, Dodge & Cox International, Federated Investors, Fidelity Canada, general electric, harley-davidson, ING, iShares Singapore, johnson & johnson, JP Morgan, Merrill Lynch, Microsoft, New Era, Pepsico, Piedmont Natural gas, Plum Creek Timber, Powershares, retirement, Rio Tinto, ruger, Sturm, Syngenta, T. Rowe Price, T. Rowe Price Japan Fund, Tiffany, treasury, Vanguard GNMA, Vanguard Wellesley Income, Wal-Mart, withdrawal rate, Wrigley, Xstrata, Young Valuation Indicator, zeros

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

“Walk, Don’t Run” as recorded by Johnny Smith and also by the Ventures was a seminal rock and roll classic, and it is a great approach to start out your lifetime financial plan. Take it slow and easy. I can get you started with this approach with some “retirement arithmetic.” It will help you sort out your financial options. Also, I review my reasons for continuing to invest in gold and why you should do the same. Along with those gems, I have two new preferreds for the fixed-income portions of your portfolios. And I give you updates on many of my Monster Master List Stocks. Make it a good month.

Tags: AA, Alcoa, American Century Global Gold, American Express, Australia, AXP, BA, Berkshire Hathaway, BlackRock Enhanced Dividend Achievers, BlackRock Global Opportunities, Boeing, BRKb, C, China, citigroup, DIS, Disney, Dow Diamonds Trust, FAL, Falconbridge, GE, general electric, gold, Hong Kong, Inco, inflation, iShares, JNJ, JOE, johnson & johnson, Marvel, Microsoft, MSFT, MVL, N, purchasing power parity, Royal bank of Scotland, Singapore, St. Joe, streetTracks Gold Shares, Third Avenue Real Estate Value, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vangurad GNMA

How are you doing? Here in early 2006 Vanguard Precious Metals & Mining is already up 37%! In the June issue of Intelligence Report I give you a complete overview if why we have been able to make so much money. Gold is one of the answers, and it is a simple and dynamic story that I cover in depth this month. I also talk about your fixed-income needs, and I have four new preferreds to add to your portfolio. There is a lot to be thankful for, most importantly the state of the American economy. Make it a good month.

Tags: ACL, American Century Global Gold, Canadian General Investments, CAT, Caterpillar, coca-Cola, currency, Dodge & cox, ETF, Fidelity Canada, GE, general electric, investing goals, iShares Silver Trust, KO, LMI.L, Lonmin PLC, Microsoft, MSFT, PEP, Pepsico, presidential cycle, Slcon Inv, streetTracks Gold Shares, Third Avenue New Era, Third Avenue Value, time warner, TWX, Vanguard GNMA, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard Wellesley, Vanguard Wellington

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

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

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