Two factors account for the market’s postelection rally, which sent stocks to multiyear highs: Bush’s reelection and the retreat—we think temporary—of oil prices.   It’s no coincidence that stocks took off just as our Long-term Master Key, dangerously close to a sell signal, improved. But while… Read More

A select bunch of companies will find plenty of growth here at home   It’s SAT season, so here’s an analogy for you (actually, they’re finally doing away with that gruesome analogy section). Fuel: airplanes as ____: stocks.   We won’t try to trap you… Read More

Take big profits in Patina and BiogenIdec, buy Fifth Third and Novartis   We’re doing some revamping. First off, we advise taking substantial profits in energy stock Patina—even though we fully believe that this strong performer remains an excellent company and that energy prices,… Read More

Wells Fargo is a bargain, our utes survive hurricane season   Third-quarter earnings are in, and our income picks have done well. For the six reviewed below, we’ve updated our targets.   California-based Wells Fargo reported an 11 percent rise in third-quarter earnings,… Read More

Matthews Pacific Tiger invests directly in Chinese and Indian companies   If, as we’ve been urging in TCI, you want to get set to participate in surging long-term growth in China and India, how can you go about it via mutual funds? One good way is… Read More

Its engineers solve problems for companies around the world   This issue, our sights set on the vast opportunities in China and India, we’ve added Matthews Pacific Tiger to FundFolio (p.6). We were interested to check out the fund’s holdings for investment ideas. Its… Read More

Two medical device companies pin their hopes on our ailing bodies   Fast Track is the only portfolio in TCI that includes short positions. Even during periods of market strength, like the postelection market rally, it still can make sense to own short positions in overpriced… Read More

As they become ever more popular, these gas-savers will fuel big profits   Meryl Streep owns one. Larry David drives one in “Curb Your Enthusiasm.” And in fact, from September 2003 to July 2004, it was the fastest-selling car in the U.S. We’re talking about Toyota’s… Read More

Dick McCabe: On the Money for Merrill   As TCI readers know, we often come down on Wall Street analysts. It frequently seems these no-doubt very intelligent people are either cowed by the crowd or, conversely, take a contrary opinion just to make a name for… Read More

And what investors should do about it   The U.S. dollar has long been the world’s reserve currency. But its primacy on the world stage is on the wane, and this has long-term implications for investors.   Trends in currency markets tend to be multiyear… Read More