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

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!

Tags: American Century Global BGEIX, Andarko Petroleum, Anglo American AAUKF, Apache APA, APC, BA, BAC, Bank of America, BDJ, BDV, BlackRock Dividen Achievers Trust, BlackRock Enhanced Dividend Achievers Trust, BlackRock Global Opportunities Equity trust, BOE, Boeing, boton globe, butterfly effect, C, Chevron, citigroup, compound interest, Corp. SYY, CVX, DODBX, Dodge & Cox balanced, Dodge & Cox income, DODIX, EWJ, Garmin, GDX, general electric AAA-rated 6.45%, GRMN, iShares MSCI japan, JM Smucker, Long-Term Capital Management, Market Vectors Gold Miners Index, mutual funds, NEM, nestle, Newmont Mining, NSRGY, PBG, PEP, Pepsi Bottling, Pepsico, PG, PRJPX, Procter & Gamble, RGR, ruger, SJM, Sturm, Sysco, T-bills, T. Rowe Price, T. Rowe Price Japan, TROW, United technologies, UTX, Vanguard GNMA, Vanguard Precious Mining & Mtals, VFIIX, VGPMX, wall street journal

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

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

I need to remind you of what I wrote last month — most of the unique mutual funds are closing. But this month I have another option for you to consider. Along with the fund updates, I give you a tool to help you become an insightful investor — a way to review a company’s cash flow and determine if it is a good investment. Also, I have four new stock offerings for you to consider — a few laggards that I believe are really good buys right now, along with a new layout for the newsletter. Make it a good month.

Tags: Alliance Resource Partners, American Express, AXP, BA, BlackRock, Boeing, C, citigroup, DIS, Dividend Achievers, dividends, Dow Diamonds Trust, Enhanced Dividend Achievers, ETF, Fiduciary Claymore MLP, GG, Global Opportunity, Goldcorp, HBC, Holland balanced Fund, HSBC, J.M. Smucker, Jardine Matheson, JMHLY, JNJ, johnson & johnson, Mutual fund, Mutual Series, PEP, Pepsico, PetroFund, PTF, SJM, Sysco, SYY, T. Rowe Price New Era, time warner, TWX, United technologies, UTX, Vanguard Precious Metals & Mining, Walt Disney

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