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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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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October 2007 Issue

Many successful capital management firms and hedge funds took a scalding bath in August. In fact, Jeremy Grantham believes that up to half of the hedge funds and many of the private equity firms “will cease to exist.” But taking investment risks isn’t our method. Rather, my consistent advice to you over the years has been to rely first and foremost on adding cash to your retirement account through interest and dividends. The more you focus on compounding, the better you will sleep. This month I have a bank stock and three other companies that I am adding to my Monster Master List for you to invest in, as well as updates on my Top Ten Common Stocks. Also this month, I cover a mutual fund with a large stake in big bank stocks and what they are doing to make sure that shareholders have a reliable source of income. Make it a good month!

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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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January 2006 Issue

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.

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