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Best of the Best: Today's Top Investment Ideas
Novartis (NVS): 'Best pipeline in the business'
Thursday, 03 July 2008

 "The pipelines of most Big Pharmas are bone dry; last year, the FDA approved the lowest number of new drugs (19) since 1983," notes Louis Basenese, contributing editor to the industry-leading The Oxford Club.

"But opportunity always lurks in the wreckage, and one Big Pharma, in particular, is being unfairly punished." Here's his bullish outlook on Novartis (NYSE: NVS), which he calls the "only Big Pharma worth owning."

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Disney (DIS): 'Reslience and value'
Thursday, 03 July 2008

 "Companies dependent on consumer spending have been under a cloud on Wall Street," cautions Chuck Carlson, a top expert on high quality stocks and dividend reinvestment plans.

"However, Disney (NYSE: DIS) is one of those consumer-dependent stocks where conventional wisdom may not be correct," he adds in his The DRIP Investor. Here, he looks at what he calls a "solid value."

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Dividends in tech-land: A trio of turnarounds
Wednesday, 02 July 2008

 "As the tech industry has matured, some tech companies are devoting some of their cash flow to dividends," says George Putnam, adding, "This helps reduce downside volatility and offers some positive return when the stock prices lag."

In his industry-leading The Turnaround Letter, the advisor highlights some dividend-paying tech stocks; here's a look at three of those picks.

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Best bond bets: Core funds for income investors
Wednesday, 02 July 2008

 "We've added two bond fund's to our buy list: PIMCO Total Return (PTTDX) and Loomis Sayles Bond (LSBRX)," says Mark Salzinger.

The editor of The No-Load Fund Investor explains, "We favor both funds for many of the same reasons: both have experienced, top-flight management supported by robust credit-research staffs." Here's his reviews.

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Lithium ion charges up China BAK Battery (CBAK)
Tuesday, 01 July 2008

 Despite many hours traveling the "back roads" of China to meet with of China BAK Battery (NASDAQ: CBAK), Tony Sagami states, "It was absolutely worth it."

The editor of Asia Stock Alert jests, "In my search for 'the next great opportunity' I have found a company that is helping to power the 'Doodad Revolution'." Here's a look at the lithium ion battery maker.

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Income expert prefers 'preferreds'
Tuesday, 24 June 2008

 "We have been lamenting for the last few years about the shrinking supply of preferred issues for individual investors," says income expert Richard Lehmann, noting, "No more; from famine we now have a feast before us."

In his Forbes/Lehmann Income Securities Advisor he says, "2008 will likely go down as the year of the preferred." Here, he looks at new high-yielding preferreds from Fannie Mae (NYSE: FNM) and Bank of America (NYSE: BAC).

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First Trust Global (FAN): Blowing in the wind
Monday, 30 June 2008

 "Wind power is a source of energy that is a renewable, clean, has a low operating cost and is a technology that's been around for over century," says Ian Cooper.

The small cap specialist and editor of the SC Trading Pit explains, "That's why we're adding a position in First Trust ISE Global Wind Energy ETF (NYSE: FAN)., which lets you own 52 wind stocks at once."

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Trading and Investing Tips
General Electric (GE): Blue chip buy

 "They don’t get much more blue-chip than General Electric (NYSE: GE)," says Nilus Mattive. In his top-notch Dividend Superstars, he looks at the industrial gaint, with its 4.4% yield.

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Evergreen Int'l (EBI): Steady, high yields

 "Evergreen International Balanced Income (NYSE: EBI) churns out monthly dividend distributions that provide a yield of over 10%," says Paul Tracy, editor of The ETF Authority.

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Get a TAN: Clean energy ETF

 "Renewable fuels and clean energy, beaten down since last fall, are now primed for a major comeback," says Eric Roseman in The Commodity Trend Alert. Here's his ETF play.

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A 'Frank' look at Royce funds

 "Two Royce funds are joining our universe says Walter Frank, editor of the long-running MoneyLetter. Here's a look at Royce Global Value (RIVFX) and Royce Micro-Cap (RYMCX).

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Grow with US Global (GROW)

 "US Global Investors (NASDAQ: GROW) is Frank Holmes’s five-star fund family, Texas," notes Mark Skousen, who now features the mutual fund operator in The Turnaround Trader.

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Xcel: 'Low risk, steady gains'

"Xcel Energy (NYSE: XEL) has offered low risk and steady gains for several years as the utility recovered from a brush with bankruptcy," says Roger Conrad in The Utility Forecaster.

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BDCs: 'Extraordinary yields'

 "You can lock in extraordinary yields right now from Business Development Companies," says Adrian Day.In his The Global Analyst he reviews a trio of mezzanine finance firms.

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Global gains from Goodall

 "Most investors should  hold some foreign positions in their portfolios," says Leonard Goodall in his No-Load Portfolios. Here, he looks to Latin America and Northern Europe.

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Top timer's targets: oil & metals

 Using a "volume reversal" strategy, Mark Leibovit has been consistently ranked among the top newsletter timers. In his VRTrader, he looks at the outlook for stocks, oil, gold & silver.

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Russian gushers: 'In the sweet spot'

 "I’ve long favored Russia, building my case around energy and the infrastructure boom taking place," says Yiannis Mostrous in Silk Road Investor. Here's his top energy plays.

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An expert's guide to China

Jim Trippon's new book, Becoming Your Own China Stock Guru, has just been released.

The book explains what areas of China's economy will grow the most quickly in the next 12 months, and more importantly, how you can profit from them. To order the book, click here.


EconoPower: New from Skousen

Mark Skousen's latest book, “EconoPower: How a New Generation of Economists is Transforming the World” (Wiley & Sons), is available for $16.47 (plus shipping) from Amazon.com (retail price is $24.95).

In EconoPower, economic experts focus on solving real-world problems, such as health care, public education, and world poverty. Included is a discussion of the new field of behavioral finance, featuring economists as Richard Thaler, Robert Shiller, and Jeremy Siegel.


Beat the Market: Seasonal timing

Sy Harding, editor of Street Smart Report, has just published Beat the Market the Easy Way -- an update to his prescient 1999 book, How to Prosper in the Coming Bear Market. His new book is an exceptional and in-depth review of seasonal market patterns and their application to long-term timing.


Dick Davis Dividend

For 40 years, Dick Davis has been one of the investment world's leading authorities, noted for his straight talk and common sense. In The Dick Davis Dividend, he shares a lifetime of insights into the investing process. 


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