Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Annual Returns of Our Individual Portfolios Since Inception

 
Primary Stock Portfolio
Inception Date: 12/31/1997
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

1,877.5%
30.1%

Our Average Annual Return
S&P 500 Average Annual Return

32.8%
2.7%
 
 
 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

122.1%
36.3%

Our Average Annual Return
S&P 500 Average Annual Return

16.7%

6.2%

 
 
 
 Value Stock Portfolio
Inception: 8/18/2006
Performance as of July 6, 2008
Our Total Return
S&P 500 Total Return

51.1%
-3.1%

Our Average Annual Return
S&P 500 Average Annual Return

24.5%

-1.6%

 
 
 
 High-Yield Value Stock Portfolio
Inception: 8/18/2006
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

19.2%
-3.1%

Our Average Annual Return
S&P 500 Average Annual Return

9.8%

-1.6%

 
 
 
 International Portfolio
Inception: 5/5/2003 & 8/28/2006
Performance as of July 6, 2008

Performance Of International Portfolio Since 20031

Our Total Return
S&P 500 Total Return

146.2%
35.9%

Our Average Annual Return
S&P 500 Average Annual Return

19.1%
6.2%

1Includes global mutual funds recommended in 2003 in our One-Stop Shopping Portfolio and the individual stock recommendations started on 8/28/2006.
 
Performance Of International Portfolio Since 20062

Our Total Return
S&P 500 Total Return

36.3%
-3.1%

Our Average Annual Return
S&P 500 Average Annual Return

18.2%

-1.6%


2Includes only the individual stock recommendations which started on 8/28/2006. Data last updated 07/06/2008.
 
 
 
 Industry/Sector Spotlight
Inception: 9/15/2003

Our Total Return
S&P 500 Total Return

215.7%
24.4%

Our Average Annual Return
S&P 500 Average Annual Return

27.1%
4.6%
 
 
 
One-Stop Shopping No-Load Funds
Inception: 5/5/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

113.4%
36.3%

Our Average Annual Return
S&P 500 Average Annual Return

15.8%
6.2%
 
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return
140.9%
36.3%

Our Average Annual Return
S&P 500 Average Annual Return

18.5%
6.2%
 
 
Option Portfolio
Inception: 7/31/2003
Performance as of July 6, 2008

The average option (past and present) in our Option Portfolio has risen 41.9% with the average holding period being 7 months. Annualized, that's a return of 81.9% per year. LEAPS (Long-Term Equity Anticipation Securities) are occasionally recommended along with options of shorter length. Because options can be very risky, we are extremely selective about the recommendations we add to this portfolio. Therefore the number of options in this portfolio is very low with only a handful being recommended at most. At times, no options meet our criteria for qualification into this portfolio.
 
 
 
Bear Market Portfolio
Inception: 5/2/2005
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return
15.1%
8.7%

Our Average Annual Return
S&P 500 Average Annual Return

4.5%
2.7%
 
 
 
Industry/Sector Analysis
Inception: 9/15/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return
215.7%
24.4%

Our Average Annual Return
S&P 500 Average Annual Return

27.1%
4.7%
 
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

57.1%
36.3%

Our Average Annual Return
S&P 500 Average Annual Return

9.1%

6.2%

 
 
 
Index Funds & Exchange-Traded Funds (ETFs) Portfolio
Inception: 9/23/2005
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

23.1%
3.9%

Our Average Annual Return
S&P 500 Average Annual Return

7.7%

1.4%

 
 
 
Cornerstone Growth Stock Screen
Inception date: 5/6/2005
Performance as of April 2008*

Our Total Return
S&P 500 Return
18.6%
12.2%

Our Annual Return
S&P 500 Annual Return
6.0%
4.0%

*Starting in April 2008 we will no longer track real-time performance of this stock screen due to the time investment needed to track such a large number of stocks. Since May of 2003, buying only the stocks in the 4th, 5th, and 6th positions and holding for a month has resulted in real-time returns 52% higher than the S&P 500: 18.6% total return versus 12.2%.

 
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of July 6, 2008

Our Total Return
S&P 500 Total Return

50.4%
36.3%

Our Average Annual Return
S&P 500 Average Annual Return

8.2%

6.2%

 

  Data updated on July 6, 2008.  


 





32.8% Average Annual Gain For Our Primary Stock Portfolio (Spin-off Stocks) Since 1998

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

07/21/2008

Dividend Boosted Again -- Growing 20.4% Per Year

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06/27/2008

Buy/Sell Signals For Primary Stock Portfolio, International Stock Portfolio, & Speculative Spin-offs

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06/15/2008

Seven Stocks Receive Rating Changes

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05/31/2008

59% Gain In Two Months Leads To Rating Change

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05/11/2008

Spin-off Stocks Again Leading Market On The Way Up -- Also, Four More Dividend Increases

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04/15/2008

Dividend Boosted 16% This Quarter -- Firm Has Raised Dividend 60% In Three Years

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03/31/2008

Several Buy & Sell Signals, Including Taking 181.9% Profit On Energy Investment, 170.8% Gain On Insurance Co. -- Average Gain Is 61.2% On All Eight Sell Signals

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03/23/2008

Market Timing Usually Leads To Disaster

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03/12/2008

Two More Dividend Increases -- 34 Consecutive Years of Dividend Increases

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02/29/2008

Buy & Sell Signals: Time To Sell Bottling Co. For 53.6% Gain In Ten Months

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02/27/2008

46th Consecutive Annual Dividend Increase -- Stock Up 18.3% Versus
-5.6% For S&P 500

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02/17/2008

Rating Changes

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02/15/2008

Warren Buffett Purchases Large Stake In Kraft

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02/05/2008

The Last Time Insiders Were Buying At This Rate Signaled The End Of The Last Bear Market

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01/22/2008

Today's Rate Cut: Stock Market Averages +17% Over Next Twelve Months After Fed Cuts Rates

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01/16/2008

Two More Dividend Increases -- 10 Consecutive Quarters of Increased Distributions

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01/15/2008

Insurance Unit Spin-off Announced Today

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01/09/2008

Another Dividend Hike -- Update on 5-way Spin-off

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01/04/2008

Cornerstone Growth Stockscreen Updated 1st Friday Of Each Month

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12/31/2007

Selling Video Game Retailer For 500%+ Gain In 33 Months

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12/26/2007

Year-end Dividend Increases and Distributions

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12/19/2007

Buy Signal For Primary Stock Portfolio

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12/16/2007

Stock Market Activity Creating An Abundance Of Bargains

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12/11/2007

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Date of Recommendation

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12/11/2007

Dividend Increased By 11% -- Four Consecutive Years Of Double-Digit Dividend Boosts -- 32 Consecutive Years Of Dividend Increases

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12/07/2007

Two Sell Signals For Primary Stock Portfolio

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12/07/2007

Cornerstone Growth Stockscreen Updated 1st Friday Of Each Month

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11/28/2007

Verigy's Stock Surges 28% Today After Quarterly Results Released

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11/21/2007

Buy Signal For A Spin-off Founded In 1869

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11/16/2007

LSI's Dividend Is Growing 29% Annually

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Biotech Spin-off

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11/09/2007

Potential Luxury Auto Spin-off, Plus Two New Spin-off Companies

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11/07/2007

Cure For a Choppy Market: Another Dividend Boost Means 27 Consecutive Years of Dividend Increases At A Compound Rate Of 21% Per Year

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