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HOW HAVE OUR MANAGED CLIENTS AND RADIO LISTENERS BENEFITED FROM
OUR RECENT INVESTMENT RECOMMENDATIONS?
Here is a review of all the Our
investment
suggestions and recommendations made within our Managing Your Money
radio program for the past year for those who felt these investments
were suitable to their specific investment risk tolerance.
The following
investments were discussed on our daily radio program throughout the
year. Past performance is no guarantee of future results.
Call our office
today to open your personalized managed account. 1-800-592-5578
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SECURITY |
SYMBOL |
SECTOR |
Purchase Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
United States Oil Fund LP |
USO |
Energy |
35.49 |
38.65 |
+ 10.14% |
Bought on February 9th and February 10th. |
39.95 |
+ 12.56% |
|
SPDRs Select Technology |
XLK |
Technology |
21.18 |
21.88 |
+ 3.30% |
Bought on February 9th. |
23.15 |
+ 9.30% |
|
I Shares China 25 Index ETF |
FXI |
Country Index |
38.36 |
39.73 |
+ 3.57% |
Bought on February 10th |
42.24 |
+ 10.11% |
|
I Path India Index |
INP |
Country Index |
58.62 |
60.85 |
+ 8.90% |
Bought 2/12 @ 58.62 And Added More Today For Managed Accounts |
66.79 |
+ 13.93% |
|
USEC Inc. |
USU |
Uranium |
4.22 |
4.55 |
+ 7.81% |
Bought 2/4 For Money Tree Accounts And Added Today For Managed Accounts. |
5.79 |
+ 37.20% |
|
SPDR Select Sector Materials |
XLB |
Commodity |
31.66 |
32.20 |
+ 1.70% |
Seminar Discussion |
34.05 |
+ 7.54% |
|
Ciena Corp |
CIEN |
Comm |
11.97 |
13.06 |
+ 9.10% |
1/26/10 Radio Feature. Bought For Managed A/C |
15.26 |
+ 27.48% |
|
Real Networks |
RNWK |
Internet |
3.81 |
4.60 |
+20.73% |
1/26/10 Radio Feature. Bought For Managed A/C |
4.73 |
+24.14% |
|
Financial 3 X Beta |
FAS |
Financial |
75.00 |
81.73 |
+ 8.90% |
1/07/10 Radio Feature. Bought For Managed A/C |
96.03 |
+ 28.04% |
|
Verso Paper Corp. |
VRS |
Consumer |
2.61 |
3.17 |
+ 21.45% |
1/07/10 Radio Feature. Bought For Managed A/C |
3.01 |
+ 15.32% |
|
Dell Computer |
DELL |
Computer |
14.32 |
14.64 |
+ 3.57% |
1/07/10 Radio Feature |
14.97 |
+ 4.53% |
|
Nat Gas ETF |
UNG |
Energy |
9.73 |
10.81 |
+ 11.09% |
1/07/10 Radio Feature. Bought For Managed A/C |
7.13 |
Radio Sale On Air |
|
Nat Gas ETF |
FCG |
Energy |
17.01 |
19.00 |
+ 11.69% |
1/07/10 Radio Feature. Bought For Managed A/C |
17.24 |
Radio Sale On Air |
|
Liz Claiborne |
LIZ |
Consumer |
4.99 |
6.02 |
+ 20.64% |
1/07/10 Radio Feature. Bought For Managed A/C |
7.33 |
+ 47.89% |
|
Citigroup |
C |
Finance |
3.19 |
3.65 |
+ 9.10% |
1/07/10 Radio Feature. Bought For Managed A/C |
4.10 |
+ 28.52% |
|
Precision Drilling |
PDS |
Energy |
7.13 |
8.62 |
+20.73% |
1/07/10 Radio Feature. Bought For Managed A/C |
7.63 |
Radio Sale On Air |
Previous Radio Features:
Today' s Radio Feature:-
March 5th, 2010
|
SECURITY |
SYMBOL |
SECTOR |
2/17 Seminar Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
United States Oil Fund LP |
USO |
Energy |
37.79 |
39.64 |
+ 4.89% |
Discussed At 2/17 Seminar |
39.95 |
+ 12.56% |
|
SPDRs Select Technology |
XLK |
Technology |
21.68 |
22.25 |
+ 2.63% |
Discussed At 2/17 Seminar |
23.15 |
+ 9.30% |
|
I Shares China 25 Index ETF |
FXI |
Country Index |
39.56 |
40.99 |
+ 3.61% |
Discussed At 2/17 Seminar |
42.24 |
+ 10.11% |
|
SPDRs Select Materials |
XLB |
Basic Materials |
31.75 |
33.08 |
+ 4.19% |
Discussed At 2/17 Seminar |
34.05 |
+ 7.54% |
|
SPDRs Select Energy |
XLE |
Energy |
56.90 |
58.04 |
+2.00% |
Discussed At 2/17 Seminar |
57.32 |
+ 0.07% |
|
SPDRs Gold Trust |
GLD |
Precious Metals |
109.62 |
111.16 |
+ 1.40% |
Discussed At 2/17 Seminar |
108.04 |
Radio Sale On Air |
|
SPDRs Select Transportation |
IYT |
Transportation |
72.11 |
75.94 |
+ 5.31% |
Discussed At 2/17 Seminar |
79.25 |
+ 9.90% |
|
I Path India Index |
INP |
Country Index |
60.52 |
64.41 |
+ 6.42% |
Discussed At 2/17 Seminar |
66.79 |
+10.36% |
Today' s Radio Feature:- February 18th, 2010
Today' s Radio Feature:- January 21st, 2010
|
SECURITY
|
SYMBOL |
SECTOR |
Radio Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
United States Oil Fund LP |
USO |
Energy |
35.49 |
38.65 |
+ 8.90% |
Bought on February 9th and February 10th. |
39.95 |
+ 12.56% |
|
SPDRs Select Technology |
XLK |
Technology |
21.18 |
21.88 |
+ 3.30% |
Bought on February 9th. |
23.15 |
+ 9.30% |
|
I Shares China 25 Index ETF |
FXI |
Country Index |
38.36 |
39.73 |
+ 3.57% |
Bought on February 10th |
42.24 |
+ 10.11% |
|
I Path India Index |
INP |
Country Index |
58.62 |
60.85 |
+ 8.90% |
Bought 2/12 @ 58.62 And Added More Today For Managed Accounts |
66.79 |
+ 13.93% |
|
USEC Inc. |
USU |
Uranium |
4.22 |
4.55 |
+ 7.81% |
Bought 2/4 For Money Tree Accounts And Added Today For Managed Accounts. |
5.79 |
+ 37.20% |
|
SPDR Select Sector Materials |
XLB |
Commodity |
31.66 |
32.20 |
+ 1.70% |
Seminar Discussion |
34.05 |
+ 7.54% |
|
CIENA CORP |
CIEN |
Communications |
11.97 |
12.86 |
+7.43% |
On Air Suggestion |
15.26 |
+ 27.48% |
|
Real Networks |
RNWK |
Internet |
3.81 |
4.54 |
+19.16% |
On Air Suggestion |
4.73 |
+24.14% |
Today' s Radio Feature:-
January 7 th, 2010
|
SECURITY
|
SYMBOL |
SECTOR |
Radio Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
Financial 3 X Beta |
FAS |
Financial |
75.00 |
81.73 |
+ 8.97% |
Bought on February 9th and February 10th. |
96.03 |
+ 28.04% |
|
Verso Paper Corp. |
VRS |
Consumer |
2.61 |
3.17 |
+ 21.45% |
Bought on February 9th. |
3.01 |
+ 15.32% |
|
Dell Computer |
DELL |
Computer |
14.32 |
14.64 |
+ 0.22% |
Bought on February 10th |
14.97 |
+ 4.53% |
|
Nat Gas ETF |
UNG |
Energy |
9.73 |
10.81 |
+ 11.09% |
Bought 2/12 @ 58.62 And Added More Today For Managed Accounts |
7.13 |
Radio Sale On Air |
|
Nat Gas ETF |
FCG |
Energy |
17.01 |
19.00 |
+ 11.70% |
Bought 2/4 For Money Tree Accounts And Added Today For Managed Accounts. |
17.24 |
Radio Sale On Air |
|
Liz Claiborne |
LIZ |
Consumer |
4.99 |
6.02 |
+ 20.64% |
Seminar Discussion |
7.33 |
+ 47.89% |
|
Citigroup |
C |
Finance |
3.19 |
3.65 |
+ 14.42 |
On Air Suggestion |
4.10 |
+ 28.52% |
|
Precision Drilling |
PDS |
Energy |
7.13 |
8.62 |
+20.89 |
On Air Suggestion |
7.63 |
Radio Sale On Air |
Today' s Radio Feature:-
December 9th, 2009
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SECURITY
|
SYMBOL |
SECTOR |
Radio Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
Primedia Inc |
PRM |
Media |
2.8453 |
3.11 |
+ 9.30% |
Actual Trades In The Money Tree Managed Account |
3.78 |
+ 32.63% |
|
First Marblehead |
FMD |
Credit |
2.36 |
2.1503 |
(- 9.75%) |
Actual Trades In The Money Tree Managed Account |
2.98 |
+ 26.27% |
|
U.S. Airways |
LCC |
Transport |
3.36 |
4.5109 |
+ 34.25% |
Actual Trades In The Money Tree Managed Account |
7.32 |
+ 117% |
|
IOWA TELECOM |
IWA |
Telecom |
12.69 |
16.75 |
+ 32.00% |
Dividend Capture Candidate Takeover by Winstream Corp (WIN) |
16.72 |
+ 31.75% |
|
Dividend Capture Highlighted
Example of IOWA Telecom (IWA) Featured Chart in November.
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Previous Radio Features:
Today' s Radio Feature:-
November 24th 2009
Recent Dividend Capture Radio Program Results:
|
Security Name/Symbol |
Price Paid |
Price Sold |
Dividend Captured Free Money |
Total % Gain |
Profit on 1,000 Shares |
Trading Days Held |
|
AMERICAN WATER WORKS (AWK) |
$20.23 |
20.35 |
0.21 |
1.65% |
$330.00 |
8 Days |
|
AQUA AMERICA Inc (WTR) |
$16.07 |
16.21 |
0.14.5 |
1.79% |
$280.00 |
9 Days |
|
PRIMEDIA INC. (PRM) |
$2.81 |
3.11 |
0.07 |
13 1/2% |
$370.00 |
9 DaYS |
|
Gains |
|
|
|
5.65% |
$980.00 |
|
Today' s Radio Feature:-
May 22nd 2009
|
Track Record of All Closed Positions |
|
SECURITY
|
SYMBOL |
SECTOR |
Radio Price |
TRF Price |
TRF % Gain/Loss |
Cycle Model
Strategy |
Current
Price |
Current % Gain/Loss |
|
Euro Currency
Trust |
FXE |
Currency |
127.80 |
134.57 |
5.30% |
Sold 3/18/09 |
133.83 |
+ 04.71% |
|
Biotechnology |
BBH |
Biotech |
170.69 |
174.35 |
2.14% |
Sold 3/26/09 |
Split |
N/A |
|
Buffett Berkshire
Holdings |
BRKA |
Warren Buffett |
$89,690
|
$92,790
|
3.46% |
Sold 4/9/09 |
Split |
N/A |
|
Preferred Stock
Index |
PFF |
Closed End Funds |
22.79 |
26.02 |
14.17% |
Sold 4/17/09 |
38.96 |
+ 70.95% |
|
NASDAQ Composite |
COMPX |
NASDAQ |
1607.46 |
1723.81 |
7.24%
|
Sold 4/30/09 |
2410.69 |
+ 49.96% |
|
Basic Materials
|
XLB |
Materials |
23.08 |
25.80 |
11.78% |
Sold 4/30/09 |
34.09 |
+ 47.70% |
|
China Index 25
|
FXI |
Country |
30.32 |
32.27 |
6.43% |
Sold 4/30/09 |
42.25 |
+ 39.34% |
|
India Index |
INP |
Country |
33.37 |
37.50 |
12.38%
|
Sold 4/30/09 |
66.63 |
+99.67% |
|
Gold SPDR Trust
|
GLD |
Metals |
89.27 |
91 |
1.93% |
Sold 5/19/09 |
107.97 |
+ 20.94% |
Track Record of Golden Egg A/C Closed
Positions
|
Date |
Purchase Price |
Sale Price |
% Gain/Loss |
Symbol |
Security/ETF Name |
|
4/24/09 |
89.27 |
91.00 |
1.93% |
GLD |
Gold SPDR Trust |
Sold 5/19/09 |
|
4/24/09 |
19.36 |
20.39 |
5.32% |
GLD |
Gold SPDR Trust |
Sold 5/20/09 |
|
5/26/09 |
93.53 |
95.31 |
1.90% |
GLD |
Gold SPDR Trust |
Sold 6/05/09 |
Published Friday, June 17th, 2009
@ 11:46 AM.
END OF 3/30/10 Radio Feature
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IMPORTANT DISCLAIMER:
The Wall Street Money Letter Corp. is providing this newsletter and its
information for guidance and information purposes only. The information
contained herein has been compiled from sources deemed reliable and it is
accurate to the best of our knowledge and belief. However, we cannot
guarantee as to its accuracy, completeness and validity and cannot be held
liable for any errors or omissions. All information contained herein
should be independently verified and confirmed. We do not accept any
liability for any loss or damage whatsoever caused in reliance upon such
information. Reader agrees to indemnify and hold us harmless from, and
against, any damages, costs and expenses, including any legal fees,
potentially resulting from the application of any of the information
provided by this advisory.
Recommendations made in the future may or may not, equal or better the
performance of the past. The analysis, ratings and/or recommendations made
by us and/or any of our affiliates do not provide, imply, or otherwise
constitute a guarantee of performance. Past actual or simulated
performance is no guarantee of future results. Therefore, it should not be
assumed that future results will be profitable or will equal past
performance, real, indicated or implied. No guarantee is offered by us
regarding the accuracy, market predictive powers, suitability or
profitability (either expressed or implied) of any of the information
provided. This newsletter has been prepared solely for informational
purposes, and is not an offer to buy or sell or a solicitation of an offer
to buy or sell any security or instrument or to participate in any
particular trading strategy. The investments and the trading signals
discussed in this newsletter may be unsuitable for investors depending on
their specific investment objectives and financial position. The price or
value of the investments to which this newsletter relates, either directly
or indirectly, may fall or rise against the interest of investors. Any
market exposure always entails the possibility of substantial loss of
equity. Reader agrees to assume all risk resulting from the application of
any of the information provided by us. Any commercial use of this
information provided by this newsletter without written permission from
the Wall Street Money Letter Corp. is strictly forbidden. Trademarks and
copyrights mentioned in this newsletter are the ownership of their
respective companies. The names of products and services presented are
used only in an educational fashion and to the benefit of the trademark
and copyright owner, with no intention of infringing on trademarks or
copyrights. The Wall Street Money Letter Corp. and/or its principals or
affiliates may purchase or sell any of the securities cited in this
newsletter.
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