Our quick and dirty market summary: expect more of the same.   The indicators aren’t good enough to get us excited, for now, about the market’s upside prospects. They are, however, good enough to rule out a major market decline.   Fortunately, for our portfolios… Read More

Play it again and again and again   Last issue we introduced a theme we’ll return to over and over: the remarkable emergence of China and India—sometimes known as “Chindia.”   We’re not hitting this theme so hard because of any peculiar obsession or a… Read More

Asia is putting the fizz back into Coke and making P&G sparkle   Over the past 65 years, small caps have outperformed big caps, for a reason that seems intuitively clear: small caps can grow faster because they start from a smaller base.   But… Read More

While they face harder times, don’t rule out their income potential   If you’ve been an investor in drug companies, you’re probably reaching for an aspirin—or for something stronger.   Not all that long ago, drug companies were viewed as dependable growth stocks with an… Read More

Two funds for investors looking for both income and growth   Once again, some of our funds are victims of their own success. Last issue we dropped Oakmark International because it had attracted so much new money that it had become closed to new… Read More

It’s a health care stock that can make you smile   For our latest FundFinds pick, we’re again turning to Sequoia fund, a large value fund closed to new investors, as a source of ideas. After all, in the very first issue of TCI,… Read More

Buy this dynamic alternative energy play; two high-debt shorts   Fast Track is our “gamblers’ portfolio.” Note, though, that despite the word “fast”, the idea isn’t to make a killing quickly—we expect to hold our positions for two years or longer, though if there’s… Read More

There’s a lot more to income-investing than just the income   Even if you’re not primarily an income investor, stocks that pay dividends have an undeniable allure: you own the underlying security, with whatever potential it has for capital appreciation, and you get extra cash, too. Read More

Advice from the Advisors: Take Charge   Recently some of the country’s leading financial advisors gathered in Chicago for the 7th Annual Financial Advisor Symposium. The two-and-a-half-day program was geared primarily to professional advisors but contained plenty of useful advice for individual investors. Speakers ranged from… Read More

FAQs from Subscribers   Q. What are zero coupon bonds and how do I buy them?   A. Zero coupon bonds are bonds that don’t pay interest during their lifetime. Rather, investors buy them at a deep discount to their face value. When the bond… Read More