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John Pugsley: Exposing Some of Stealth Investing’s Energy Secrets
Ongoing education, excellent connections and a wealth of experience combine to give John Pugsley, editor of Stealth Investor, insights that are both compelling and provocative. He talks about the importance of patience, a focus on fundamentals and the criteria he’s using to identify the next wave of winners.
The Energy Report: Your Stealth Investor focuses primarily on mining and energy, correct?
John Pugsley: Lately I’ve been more focused on prospect generation, and that includes both mining and energy. On the mining side I include everything from metals to diamonds and even phosphates used in fertilizers. On the other side, many of our discoveries…
20Oct2008 | The Energy Report | Comments Off | ContinuedHow to Survive Stagflation – With a Profit in Your Pocket
Increasingly in recent weeks commentators have begun speculating about the dreaded “S-wordâ€- stagflation- and whether or not such a protracted period featuring both high prices and high unemployment would blight the U.S. economy.
The stagflation debate arose anew on Friday when a worse-than-expected employment report and a record single-day surge in crude oil prices made economists once again consider the possibility that the U.S. economy could drop into a recession even as inflationary pressures spiraled higher.
For economists, this is viewed as the ultimate “worst-case†scenario. The probability is probably low. Nevertheless, it’s a real-enough possibility that investors should prepare for…
10Jun2008 | Money Morning | 1 comment | ContinuedFour Things to Ponder and Three Ways to Act When it Comes to the Fed
There’s one thing you can almost always count on with the government: Coming late to the party.
The release of the U.S. Federal Reserve’s minutes from the April 29 and 30 meeting of the Federal Open Market Committee (FOMC) included several “pronouncements,†none of which you’re hearing from the mainstream press and all of which we here at Money Morning told you were coming months ago.
Four things to think about:
1. The Fed’s doom and gloom forecast of 0.3% to 1.2% gross domestic product (GDP) growth represent the FOMC’s views from over a month ago. Since then, we’ve had a meager round…
3Jun2008 | Money Morning | Comments Off | ContinuedA High Dividend Utility Stock: TRP
In these uncertain times, it’s important to balance your portfolio with a good mix of high yielding stocks. I will avoid touching upon REITs and Financial stocks for the time being because I’m unsure as to whether the worst is over. I’m the kind of guy who’s not interested in pharmaceutical plays, such as Pfizer (PFE), since I highly doubt its 6.4% yield. Looks unsustainable to me, especially when you consider the fact that it has a payout ratio over 100%.
Then, I turned to the utility sector and found TransCanada (TRP). And let me tell you — it’s an attractive…
11May2008 | Guest Contributor | Comments Off | Continued
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