Monthly Issue: March 2010

Uptick in Economic Data Sparks Strong Market Rebound

The economic calendar has brought good news recently and for the first time in months, institutional fund managers are putting that sidelined money to work. With reports of job cuts slowing as well as retail sales and manufacturing up, stocks are definitely in rally mode.

There's also evidence of a true rotation out of Treasuries and into equities. I guess long-term money just needed to see the encouraging data that showed an improvement in the labor markets.

So in the March issue of Cash Machine, I'll discuss how this data has affected the market and our portfolio. In addition, I'll take a closer look at alternative energy and how liquefied natural gas is taking a front seat in the industry. And I have a new recommendation that will help us expand our portfolio with this theme. Read

Warm Data Needed to Break Winter's Grip on Stock Market

Monthly Issue: February 2010

Financial headlines of late have been anything but uplifting and the headwinds that triggered the current decline for the major averages are still with us. But beneath that layer of fear is evidence of an improving economy. As a result, I'm expecting the balance of February to be shaped by economic data that will likely show more improvement across all sectors of the economy.

So in the February issue of Cash Machine, I'll discuss how the fundamental themes for our portfolio are stable and growing -- despite the volatility in the broader indexes. In addition, I'll take a closer look at Master Limited Partnerships and why this special asset class is so attractive right now. And I have several new recommendations for the Cash Machine buy list that are especially timely right now given my forward market expectations.

The gray clouds of winter are clearing, and as investors begin to pay attention to the raw data that supports higher valuations, I'm looking forward to a nice spring. Read

Hot Earnings Expectations Amidst the Winter Cold

Monthly Issue: January 2010

The backdrop for a higher market for the first quarter of 2010 is firmly in place, as the domestic economic rebound continues -- thanks in large part to the weak dollar and low interest rates. Plus, fund managers are still scrambling to get invested, and starting next week, we should see companies reporting solid fourth-quarter earnings. All of which is providing a very real catalyst for higher stock prices in the near term.

So in the January issue of Cash Machine, I'll discuss my thoughts on the current market, and what that means for our strategy and high-yield investments in the near term. In addition, I have a couple new recommendations for the Cash Machine portfolios that are timely purchases given my market expectations for January. And I'll also take a closer look at each of our current recommendations, pointing out which ones we should sell, which ones are great buys and which ones we should continue to hold.

So far, 2010 looks like it should be another good year for high-yield investors. Read

Setting the High-Yield Table for 2010

Monthly Issue: December 2009

Quite frankly, I've never understood why investors think that current strategies that are working just fine at the end of one year are going to turn on a dime and change with the advent the next year. As far as I'm concerned, we don't need to make any significant changes to our current Cash Machine strategy heading into 2010 -- if we take note of recent events and position ourselves accordingly, the only thing we'll need to change at the end of the month is the calendar.

So in the December issue of Cash Machine, I'll discuss how the economic picture is improving, and why I expect that to equal a higher market going forward. Sure, the tug-o-war between the bulls and the bears is as heated as ever, but if we position ourselves accordingly, we'll continue profiting with consistent high-yield dividend-paying assets in the New Year.

With that said, we're going to be adding a few new recommendations to the Cash Machine model portfolios that are sensitive to my expectation of how things will turn out in December. And I'll also discuss my outlook for the fourth-quarter earnings season, which begins right after New Years. Read

Strong Dollar, Weak Consumer Confidence Halts Rally

Monthly Issue: November 2009

Despite better-than-expected earnings and a string of upbeat economic reports, there are two events that have led to a shaky start for the fourth quarter: consumer confidence and dollar volatility. In fact, the current market rally actually coincides (to the day) with the decline in the greenback.

So far, the current environment remains primed for our high-yield income strategy. Sector leadership is pointing up, capital spending in technology is on the increase, and I believe that 2010 is going to be a great year for investors who position themselves for the coming global economic recovery.

In fact, given the recent developments in the economic landscape, I've been working hard to get the November Cash Machine issue out to you as soon as possible. And I didn't want to hold it until our normal time next week due to an exciting new recommendation in the dry bulk shipping sector. So, today I'm sending you the monthly issue, along with our regular weekly discussion, in one package.

What exactly will we be covering in this combined issue? Well, we'll discuss what the recent market action means for our Cash Machine portfolios going forward. I also have a massive portfolio update, and two sell recommendations. Additionally, I'll go over the Baltic Dry Index and the dry dock shipping sector -- which I've wanted to jump back in to. Well, today's the day -- I've got an excellent new recommendation, a Master Limited Partnership that actually just raised their dividend in a sector where practically all dividends have been omitted recently. Read

Strong Third-Quarter Earnings Season Will Stampede October Goblins

Monthly Issue: October 2009

Oh how the market pundits love to talk about the dark side of being invested during the month of October. As we all know, that's because investors have experienced some of the biggest hits in October -- think the 'Great Crash' of 1929 or Black Monday in 1987 or even just two years ago when the Canadian government changed its tax policy on trusts.

But this October, I think the picture will be much different. Third-quarter earnings are likely to provide the firepower necessary to push the market to new highs. Overall, I think it's going to be a great month.

So in the October issue of Cash Machine, we'll not only be discussing my outlook for October, I'll also talk about why the Pacific Rim is offering some tantalizing high-yield opportunities. This region is extremely important to global growth, so with the Asian markets poised to experience the greatest long-term rate of growth, owning high-yield assets based in the Pacific-Asia region is a powerful investment theme. And I'll add two new recommendations along these lines this month. Read