Posts by: Martin Hutchinson

Email – 57
Dear Reader,
The market was again strong this week, and our Alpha Bulldog portfolio more or less tracked it, in spite of the weakness of CTL following its merger announcement.
The Play-Money Commodities Portfolio, on the other hand, outperformed the market smartly. In particular, Teck Resources Ltd. (NYSE:TCK) reported very nice 1st-quarter earnings and told [...]

Email – 55
Dear Reader,
The market had another strong week, but our Alpha Bulldogs were just a little stronger, with BlackRock Kelso Capital Corp. (NasdaqGS:BKCC) having a particularly healthy bounce.
The deals business is going great guns right now, yet the commercial banks are still not making loans to small businesses – their commercial and industrial lending [...]

Email – 54
Dear Reader,
The market was stronger again this week, with the S&P 500 index up nearly 2%.
Our Alpha Bulldogs tracked the market well – they are up 2.7% – but the real strength is in our Play-Money Commodities Portfolio, which is up another 7%.
Meanwhile the yield on the 10-year U.S. Treasury note finally broke [...]

Email – 53
Dear Reader,
The main market news this week was in iron ore. It was said that Japan’s steel companies were coming to an agreement with the iron ore producers for a global price, to last a mere three months, that is fully 100% higher than last year’s price, substantially higher than the 2008 price, [...]

Alert #51
Dear Reader,
The market was up modestly this week, and our Alpha Bulldogs tracked it.
Gold and silver prices have not risen in the last few weeks. Still, our Play-Money Commodity Portfolio continues to perform well because of all the other commodities in it. It has given us a nice [...]

Alert #50
Dear Reader,
The market was strong this week, but our Alpha Bulldog investments and Play-Money Commodities Portfolio both outperformed it. With the market at such highs, I think it’s time to enter into a further protection strategy against a big decline.
When we started the Permanent Wealth Investor last April, I explained how a few Stage [...]

Alert #49
Dear Reader,
The market was moderately strong this week, and our Alpha Bulldogs followed it, with
the oil partnerships Encore Energy Partners LP (NYSE:ENP) and Linn Energy LLC (NASDAQ:LINE) showing particular strength. The Play-Money Commodities Portfolio did well too, largely due to a stellar performance by Cliffs Natural Resources Inc. (NYSE:CLF), which looks to benefit this [...]

Email – #47
Dear Reader,
This has been a newsworthy week for our Alpha Bulldogs and a remarkable one for our Play-Money Commodities Portfolio.
Frontier Communications (NYSE:FTR) and Windstream Corporation (NYSE:WIN) both declared their regular 25 cent dividends. Keep an eye on both of these companies. Their earnings and cash flow are vulnerable in this downturn, but so [...]

Email – #46
Dear Reader,
The drop in stock markets over the past few weeks has made our search for Alpha Bulldogs quicken – yields have risen, so there are somewhat more of them about. In addition, the sale of Cherokee Inc. (Nasdaq: CHKE) has given us some cash, which would be good to reinvest in a [...]

Email – #45
Dear Reader,
The market fell out of bed last week, though it recovered on Monday to close slightly down on the week. Traders seem to have become less convinced that the global economic recovery was for real. That meant that gold and commodity stocks got knocked down particularly badly. Thursday and Friday were a [...]