Sad Farewell to Cal-Maine Foods
Email – #26
**Sad farewell to Cal-Maine Foods
Dear Reader,
The market was about flat over the week, with a gentle decline followed by a sharp uptick Monday. Our Alpha Bulldogs were up slightly, adding to their lead over the market. One nice piece of news is that Prospect Capital (PSEC) has increased its dividend, to $0.4075 per [...]
The Permanent Wealth Investor Portfolio
Stock
Buy price
STOP
Next
Ex. date
Current price
Divs. Rec’d
Return %
Remarks
price
Div.
Alpha Bulldogs
CALM
25.35
19.01
N/A
29-Oct
27.62
0.576
11.20%
SELL
NI*
10.62
12
N/A
28-Oct
13.8
0.46
34.30%
POM
12.35
13
0.27
8-Dec
15.08
0.54
26.50%
FTR
7.48
5.62
0.25
5-Dec
7.37
0.5
5.2%
BGS
9.5
7.12
N/A
28-Dec
8.35
0.17
-10.30%
PSEC*
10
7.5
0.4075
6-Oct
10.53
0.40625
9.40%
ENP
16.49
12.37
N/A
6-Nov
16.16
0.5125
1.20%
CHKE
20.13
15.1
N/A
30-Nov
23.68
0.5
20.10%
WIN*
8.31
6.23
N/A
28-Dec
9.73
0.25
20.10%
CH
15.65
11.76
N/A
10-Dec
15.82
N/A
1.10%
ARKR
18.4
13.8
1
30-Sep
18.94
N/A
2.90%
Stage 3 Investments
SPL XJ-E
25
None
N/A
N/A
6.3
N/A
Hedges against market crash
TBT
50.11
40.09
N/A
N/A
43.87
N/A
-12.50%
Hedges against interest rate rise
GDX
40.8
30.6
N/A
N/A
43.04
N/A
5.50%
Hedges against inflation
Return: Price change plus dividends received since purchase (un-compounded)
* Currently in the “Alpha Bulldog” position of having declared but not yet paid a dividend
Alpha Bulldog [...]
The Global Resource Forecast
Welcome to the Global Resource Alert’s Monthly Forecast page. Please click on the links below to access each month’s Forecast.
Click below for the October, 2009 Forecast:
October Forecast
Click below for the September, 2009 Forecast:
September Forecast
Please Note: If you do not have Adobe Acrobat Reader it is available as a free download at www.Adobe.com. If you [...]
Another week, another $25 million in new orders for ABB
Dear Reader,
Another week, another $25 million in new orders for ABB
ABB Ltd (ABB) continues to flex its global muscle. On Sept 18th, ABB announced it had won an order worth $25 million from Chile’s leading transmission utility, Transelec SA. Add this new contract to ABB’s pre-existing $25.9 billion backlog.
The contract will call upon ABB to [...]
This tiny bio – agriculture company is growing at 45% a year and could double your money in the next 24 months
Email – #212
Dear Reader,
This tiny bio – agriculture company is growing at 45% a year and could double your money in the next 24 months
What do 1.3 billion Chinese people all have in common…the need to eat! And you can bet your bottom dollar (or Yuan in this case), that just as the 20th Century [...]
Congratulations, you just earned 66.6% on your MMR position
Email – #61
Dear Reader,
Congratulations, you just earned 66.6% on your MMR position
Last Friday (Sept 18th), our McMoran Exploration Co. (MMR) trade came to its expected conclusion for a 66.6% return (minus commissions). Let’s take a moment to recap the entire trade so everyone understands it.
On June 23rd, 2008 we issued a recommendation to “Buy McMoRan [...]
Relax – we’re in the home stretch now with USO
Email – #59
Dear Reader,
Relax – we’re in the home stretch now with USO
One of the great beauties of the Geiger is that it works anytime, anywhere. So I feel completely comfortable watching it from my vantage point here in Xian, China today knowing that we’re already 17 for 17 and closing in on a high [...]
New Special Dividend Alpha Bulldog
Email – #25
**New Special Dividend Alpha Bulldog
Dear Reader,
The market has been strong again, and our Alpha Bulldogs have tracked it. That has taken some of them to levels where they are beginning to look fully valued.
This week we have another Alpha Bulldog, which is paying a special dividend of $1 per share, with ex-dividend date [...]
Very strong uncertainties pile up next week and we are appropriately positioned to make money
Email – #287
**Very strong uncertainties pile up next week and we are appropriately positioned to make money
Dear Reader,
There are many strong uncertainties pending over the markets in the week ahead. For starters, we are through today with the quadruple-witching options expirations. Yesterday a huge amount of put options were bought, which might signal that people [...]
Protection, Prudence, Possibility and Profit
Email – #51
**Protection, Prudence, Possibility and Profit
Dear Reader,
Protection: Because it’s a lot easier to accumulate wealth by not losing it, we’re going to bank gains when we have them and put protective stops under our profitable positions. No matter what happens, we will ring the cash register. “A penny saved is a penny earned.”
And, [...]
