Archive: Recommended Stocks & Mutual
Funds in the News
12/18/2004
--- Portfolio
Gains 5.4% in Five Days
Our Short-Term Portfolio gained 5.4% in the past five trading
days, thanks in part to stocks like Giant Industries, Inc.
and AK Steel Holding Corp. which rose 13% and 12.1% respectively
this week. Our Short-Term Stock Portfolio is producing a gain
of 32.8% after commissions (equivalent to 133.8% per year)
since 8/20/2004. Over the same time period, the S&P 500's
return was 8.7%.
12/18/2004
--- Stock Split:
Eaton Vance to Split Stock 2-For-1 After 49.7% Gain In 7 Months
The stock of Eaton Vance has risen 49.7% since we recommended
the stock in May of this year. This week the firm announced
that they will split the stock 2-for-1. Shareholders of record
on December 31, 2004 will receive one additional share for
each share owned. The additional shares will be distributed
to shareholders on or about January 14, 2005.
12/10/2004
--- Coal Company With
a 21.4% Effective Dividend Yield To Pay Out Latest Dividend
In January
Two years ago when we issued a buy signal for Fording Canadian
Coal Trust, it was priced at $20.01. Today it's selling for
$70.50. The dividend payment has grown significantly to $4.28
per year, which is 21.4% of the original price. On Wednesday
the company announced that its fourth quarter cash distribution
will be paid on January 14, 2005 to unitholders of record
on December 31, 2004. Including reinvested dividends, the
company has given our subscribers a 362.1% gain.
12/03/2004
--- Rising Industry: Asian Steelmakers
High demand for steel in Asia has caused a 30.96% jump in
the stock price of Posco (ticker: PKX). The South Korean steelmaker
was added to our Short-Term Portfolio six weeks ago and has
significantly contributed to the portfolio's startling 31.01%
gain since August 20 of this year.
11/27/2004
--- Happy
Thanksgiving!
We have a lot to be thankful for this year, including the
gains in the stock market. We wish you a happy Thanksgiving
and hope that you have a wonderful holiday season.
11/19/2004
--- 7.6%
Gain This Week Pushes Overall Gain to 369.1%
The stock price of Fording Canadian Coal rose 7.6% this week,
pushing the stock's gain to 369.1% since we sent out our buy
signal for the company in November of 2002. Reinvesting Fording's
steadily-rising dividend has been a key part of the stock's
total return.
Another stock with an increasing dividend
is Ambassadors Group Inc. This week the company increased
their quarterly dividend by 18.2%. The stock has risen 112.7%
since we issued a buy signal for the personal services company.
11/12/2004
--- 10.1% Portfolio Gain This Week
Our Short-Term Portfolio gained 10.1% over the last 5 trading
days, thanks in part to stocks like Metal Management Inc.
and General Maritime Corp. Metal Management jumped 14.2% and
General Maritime Corp. rose 11.5% this week alone. On August
20 we slightly modified the methodology used to choose stocks
for this portfolio. The results: a 25.3% gain in sixty trading
days. If the portfolio continues to grow at that pace for
a year, it will rise 164.1%.
11/05/2004
--- Earnings
Surprise Pushes Stock Up 14.7% Today, 214.9% Overall
Today shares of Gen-Probe Inc. rose 14.7% on news that 3rd
quarter earnings surpassed Wall Street's expectations by 15.8%.
Revenues rose 21.4% while expenses were cut by 8%, leading
management to further boost the outlook for the year. The
stock of the diagnostics company has risen 214.9% after we
issued a buy signal for the firm.
10/29/2004
--- Positive Earnings
Reports Yield Large Gains
Positive earnings reports poured in this week, causing large
gains for many of our recommendations, including Mindspeed
Technologies, which saw its stock price rise 25.4% this week.
Mindspeed's earnings release on Monday was better than Wall
Street had anticipated. Also on Monday, Zimmer Holdings Inc.
easily surpassed analyst earnings estimates (the stock was
up 12.4% for the week and is up 144.2% while in our portfolio).
Other quarterly results included Canadian Pacific Railway
(net income up 94.5%), LSI Industries Inc. (net income up
27.5%, stock up 10.9% for the week), and Kaydon Corp. (net
income up 32.9%).
10/22/2004
--- All
Nine Model Portfolios Beating the S&P 500
This past week saw Fording Canadian Coal shares (FDG) rise
another 6.48%, pushing the total return to 310.9% since we
issued a buy signal for this stock 23 months ago. But the
primary reason all nine model portfolios beat the S&P
500 this week was continued quarterly earnings improvement.
The following stocks released quarterly
earnings reports:
| |
Company |
Quarterly
Result |
Gain
Since We Sent Buy Signal |
| |
SCS Transportation Inc. (SCST) |
Profits +28% |
+102.5% |
| |
Jack Henry & Associates (JKHY) |
Profits +20% |
|
| |
Altria Group (MO) |
Profits +6.3% |
+62.1% |
| |
Ambassadors Group Inc. (EPAX) |
Earnings +42% |
+84.7% |
Meanwhile, the Short-Term
Portfolio kept up its torrid pace with a 3.09% gain this
week while the S&P 500's performance was -1.12%. Helping
in a major way was Tesoro Petroleum (TSO). Even though the
stock was only held for four days, the result was a gain of
8.15% after commissions.
10/08/2004
--- 285.1% Gain For Fording
This week Fording Canadian Coal Trust (FDG) continued it's
meteoric climb. The stock rose 7.86% this week, raising its
total return to 285.1% since we recommended the company. Fording's
current dividend yield is 5.72% and the company's next cash
distribution will be paid on October 15.
10/08/2004
--- RPM Raises
Dividend for 31st Consecutive Year as Earnings Rise 15%
On Wednesday, RPM International Inc. (RPM) released their
quarterly earnings results. Fiscal 2005 first-quarter sales
($661.5 million) rose 13.9% while earnings per share rose
15%. Net income came in at $54.5 million, up 14.3% over last
year's first quarter. Today the company announced that they
are raising their quarterly dividend 7%, making it the 31st
consecutive year the company has raised their dividend. Only
3% of all U.S. listed dividend-paying companies have increased
dividends for ten or more consecutive years.
The bottom line for subscriber's: RPM's
stock is up 48.6% since our buy recommendation was sent out.
10/02/2004
--- On
Pace for a 196.8% Annual Return
Our Short-Term
Portfolio is on a tear. In six weeks of real-time testing
of our new technique for short-term investing, the portfolio
is up 13.6% (including commissions) versus 2.9% for the S&P
500. It's on pace for an annual return of 196.8%. Back-testing
the portfolio over the last three years resulted in returns
85.1% per year. So if you have some funds sitting idle while
waiting for a long-term investment opportunity, you might
want to give some of the recommendations in the Short-Term
Portfolio a try.
09/24/2004
--- Wall
Street Research Off Target Again By Missing Out on 150.6%
Gain
On Monday, Wall Street research firm Bear Stearns upgraded
Zimmer Holdings Inc. (ZMH) from "peer perform" to
"outperform." We've had Zimmer as a "buy"
since November of 2001. Subscribers of this site who bought
the stock at that time now have a profit of 150.6%. What took
Bear Stearns and so many other brokerage firms so long to
notice the potential of Zimmer Holdings? Our theory is they
are too busy following the herd to put their reputations on
the line by recommending companies that no one else is recommending.
Unfortunately, this is just another example of why many investors
are wary of the "buy/sell/hold" ratings that come
from their brokers.
09/17/2004
--- Fording's
Dividend Yield Now 16.2% While Stock Has Appreciated 163.3%
On Wednesday, Fording Canadian Coal Trust (FDG) announced
that their next hefty dividend payment will be paid on October
15, 2004. The company's current dividend yield is 6.51%, but
for subscribers who bought the stock when we recommended it
in November 2002, the dividend yield is an eye-popping 16.24%
due to dividend increases. On top of that, the stock's price
has risen 163.3%. The company still appears on our recommendation
list.
08/27/2004
--- Productive
Week: Granite Construction Inc. Awarded $309 million in Contracts;
Stock Up 38.1%
This week Granite Construction Inc. was awarded three contracts
worth a total of $309.3 million. The Florida and California
projects involve:
- widening 15 miles of freeway
- prepping a site for a planned community
which includes 600-homes, an 18-hole golf course, and an
elementary school
- building or replacing 11 bridges
Granite Construction's stock has risen 38.1%
since we recommended buying the California construction contractor's
stock.
More Archived
Articles
Above are updates on some of our recommended
stocks and mutual funds. If you want to see exactly what stocks
and funds we recommend and when to buy and sell them, subscribe
today. You'll receive a complete listing of all of our recommended
stocks, mutual funds, and brokerage firms.
-Rex M. Jacobsen
Sr. Editor
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