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
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.
Tags: ABER, Aber Diamonds, agricultural commodities, AIPAC, American Israel Public Affairs Committee, Anheuser Busch, BDJ, BOE, BUD, CAG, Clinton, coca-Cola, ConAgra Foods, Defense spending, Delta & Pine Land, Democrats, DIA, DLP, DODBX, Dodge & Cox balanced, Dodge & Cox income, DODIX, Dow Diamonds Trust, Enhanced Dividend Achievers Trust, Federated Investors, FII, Franklin Mutual Shares, GE, general electric, Global Opportunities Equity Trust, gold, hard-liners, harley-davidson, HOG, Hormel, Howard Dean, HRL, Iran, Israel, Jim Talent, JM Smucker, JNJ, Joe Lieberman, johnson & johnson, Kerry, KO, Lt. Col. Patterson, Massoud, mcCormick, MCD, McDonalds, MKC, MUTHX, NATO, Netanyahu, Patriot Act, PEP, Pepsico, Piedmont Natural gas, PII, PNY, Polaris, President Mahmoud Ahmadinejad, RGR, ruger, Salafi jihad, SJM, Sturm, TAREX, TAVFX, TAVIX, terrorism, Third Avenue International, third Avenue Real Estate, Third Avenue Value, TimberWest, TWF.UN, Vanguard Equity Income, Vanguard Precious Metals & Mining, Vanguard Value Index, VEIPX, VGPMX, VIVAX, VWELX, VWINX, Wellington, Wellsley, Wrigley, WWY, Yankee Candle, YCC
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
Discipline and patience were two things that the Boston Red Sox could have used in the 2003 Championship Series against the Yankees. And we preach about both everyday here at Intelligence Report — discipline to stay true to our diversified portfolio and the patience to keep our focus on the long term. This approach made us successful in 2005 and will continue to help us profit in the future. This month I discuss some of our successes from the past year as well as answer a number of your questions. I also provide you with a few opportunities to help your IRAs in the next year. As we continue in the New Year, be sure to read this month’s issue for my latest advice.
Tags: Alliance Resource Partners, Archstone-Smith, ARLP, ASN, BHP, BHP Billiton, BlackRock Dividend Achievers Trust, BlackRock Global Opportunities Equity trust, BPL, Buckeye Partners, Cameco, Canadian General Investments LTD, CCJ, China, Coal Master Limited Partnerships, counterbalancing, diversification, Dodge & Cox International, EQR, Equity residential, Fidelity International real Estate Fund, Holland balanced Fund, iShares Australia Omdex Fund, iShares MSCI Singapre Index, Kinder Morgan Energy Partners, KMP, Macquarie Infrastructure company trust, MIC, Natural resource Partners, Norfolk Southern, NRP, NSC, PII, Polaris, REIT, Retirement Compounders, RGR, Rio Tinto, Royce Value Trust, RTP, ruger, Smith & Wesson, streetTracks Gold Shares, Sturm, SWB, T. rowe Price New Asia, T. Rowe Price New Era, T. Vanguard Long-Term Investment grade, Third Avenue International, Third Avenue Small-cap value, Third Avenue Value, Union Pacific, UNP, Valero L.P., Vanguard GNMA, Vanguard Inflation Protected Securitites Fund, Vanguard Precious Metals & Mining, Vanguard Short Term Investment Grade, Vanguard Wellesley, Vanguard Wellington Balanced, VLI
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
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