Archive for the 'Newsletters' Category
Toby Smith dives into water ETF
“We’ve been tracking the water industry for a while and it’s been crystal clear that water is an area we want to dive into,” says Toby Smith in his ChangeWave Investing. Here, he looks at a water-focused ETF.
“Water is often taken for granted, but that is changing. A combination of global profita…
Golden nuggets in Buffett’s annual letter
The New York Times reports that Berkshire Hathaway Inc. (NYSE: BRK.A) Warren Buffett’s annual letter includes some crucial observations about the state of the securities markets. The one I found most eye opening was that companies are using unrealistically high assumptions about pension fund returns…
MGM Mirage (MGM): Value play for high rollers
“MGM Mirage (NYSE: MGM) is arguably the world’s top publicly traded casino gaming company; from budget-minded families at the Excalibur to high-rollers at the Bellagio, no segment of the market should slip through the cracks,” says value investor Nathan Slaughter.
In Half-Priced Stocks, he expla…
Avalon Bay (AVB): More renters boost apartment REIT
“A decline in home ownership is good for companies who have apartments to rent,” notes The Dave Dyer Newsletter. To benefit from that trend, he looks at Avalon Bay (NYSE: AVB).” Here is his review.
“After a 10 year period of consistent increases from 1995 to 2005, the trend toward increasing home…
Sovereign funds: A focus on financials
“Over the final couple of months it has seemed like the only investors willing to put money into U.S. and European financial companies were big Asian and Middle Eastern institutions, many of them government sponsored,” observes George Putnam.
“Should you follow in their footsteps?” asks the edito…
AT&T (T): For low risk and high yield
“Given the uncertainties, our strategy now is to focus on stocks with minimal downside risk in a weak economy, says Harry Domash who has added AT&T (NYSE: T) to the portfolio of his Winning Investing.
“Telecom giant AT&T is in a recession resistant businesses and pays a high dividend, whi…
Global expert invests in food
“One of the simplest and most genuine global long-term investment stories is the food sector,” notes Yiannis Mostrous in Silk Road Investor. Here’s a look at two ways to play that trend.
“Long-term, that should reward patient investors handsomely. As the world’s population increases, demand w…
A vote for virtualization: Toby Smith buys VMware (VMW)
“This is still a psychologically damaged market; take for example, what happened with VMware (NYSE: VMW) after its latest earnings announcement,” notes Toby Smith in ChangeWave Investing.
“VMware recently reported that its fourth-quarter net income more than doubled on an 80% increase in reve…
The Cohan Letter up 18% in 2007
My investment newsletter, The Cohan Letter, outperformed the S&P 500 in 2007. Specifically, the average stock mentioned in The Cohan Letter rose 18% in 2007. that compares favorably to the performance of the S&P 500 which rose 3% in 2007.
The three top performing stocks mentioned in The C…
The Cohan Letter up 28% in 2007
My investment newsletter, The Cohan Letter, outperformed the S&P 500 in 2007. Specifically, the average stock mentioned in The Cohan Letter rose 28% in 2007. that compares favorably to the performance of the S&P 500 which rose 3.5% in 2007.
The three top performing stocks mentioned in The…
Best Stocks for 2008: Value investor dives into Pool Corp. (POOL)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that exposition is one of 100+ ideas in the Best Stocks for 2008 report.
“Pool Corp. (NASDAQ: POOL) is my favorite speculative co…
Best Stocks for 2008: A ‘hot’ choice with FUNDX Aggressive (HOTFX)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that essay is one of 100+ ideas in the Best Stocks for 2008 report.
“My favorite conservative pick for 2008 is the FUNDX Aggr…
Best Stocks for 2008: Top performer goes for StreetTracks Gold (GLD)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that composition is one of 100+ ideas in the Best Stocks for 2008 report.
“Fear or war or nuclear conflagration is not the ma…
Best Stocks for 2008: Genomic Health (GHDX) targets cancer testing
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that scoop is one of 100+ ideas in the Best Stocks for 2008 report.
“The era of personalized medicine is arriving and Genomic…
