All Articles by Karim Rahemtulla

  • Time For a New Natural Gas Play

    April 23, 2013

    The natural gas sector is on fire, and we have some exposure that gives us a pure-play for the sector. There’s more to the story, however, than just the resource.

  • Position Update

    April 9, 2013

    So here’s the skinny: The markets are experiencing volatility, and these positions are, as well.

  • Our REIT Continues to Power Higher

    March 22, 2013

    Our real estate play set a new 52-week high this week, hitting $8.21. We’re up more than 60% on this position, not including dividends!

  • Playing Catch-Up to Wall Street

    March 15, 2013

    While Wall Street is setting new highs, a few asset classes haven’t kept pace with the rally. That’s why we’re going to pay even closer attention to them going forward.

  • Buy, Sell, or Hold?

    March 8, 2013

    It’s the largest of all mining conferences. It attracts around 30,000 people, all braving the subfreezing weather to get one-on-one face time with just about every public mining company on the planet.

  • Brief Update on One of Our Put-Sells

    March 6, 2013

    I’ve been receiving a lot of questions about one of our put-sells. Here’s the skinny… This stock has been very volatile, and depending on when you sold the puts, you’ve collected between $25 and $38 per contract.

  • A Few Notes on Our Positions

    March 4, 2013

    I just wanted to assure you that I’m watching each position carefully, and I’ll alert you to any changes that I think are worth noting.

  • Steady As She Goes

    February 26, 2013

    We’ve taken profits recently on a few plays, getting our money off the table in anticipation of rough seas in the short term.

  • Critical Profit Alert

    February 26, 2013

    The volatile market caused the shares in this energy company to hit our sell stop, which we set to preserve double-digit gains on this position.

  • Mega Alert #4

    February 15, 2013

    As you know, every quarter I release a Mega Alert – an alert loaded to the gills with moneymaking recommendations.

  • Two Critical Updates

    February 15, 2013

    Shares of this Trading Portfolio pick are soaring, up more than 50% since November. It’s time to make sure we lock in a profit in case they turn lower.

  • Four More Years… Of Deficit Spending

    February 14, 2013

    If you tuned in to the State of the Union address the other night, you may have thought you were being invited to four more years of deficit spending. If you did, you were right.

  • Finding Opportunity in the Apple Disconnect

    January 25, 2013

    For most of 2012, the market moved in tandem with Apple’s (AAPL) share price. Of course, such a correlation couldn’t last forever, and we’re seeing a disconnect now.

  • Portfolio Update

    January 24, 2013

    Lots of action in our portfolio of late. I wanted to share some thoughts with you about our positions.

  • The Fiscal Yawn

    January 2, 2013

    We were ready for it. Our picks are moving higher as a result of the rally of the last couple days.

  • Time To Ring in a Double

    December 20, 2012

    This recommendation is up more than 100% since we bought in just a few weeks ago. It’s time to lock in profits by selling half your position now.

  • Cashing in on Political Drama

    December 7, 2012

    In the coming days, you might get the opportunity of the year to buy into stocks before the recovery kicks off in earnest. And it all centers on the Fiscal Cliff.

  • Dividend Stocks Are Bouncing Back

    November 30, 2012

    Many dividend-paying stocks that were sold off in recent weeks have begun to bounce back. In particular, our fat dividend-paying real estate investment trust is back up over $5.50.

  • Betting on an Unmistakable Trend

    November 21, 2012

    If there’s one single trend that’s emerging as a dominant play on energy, it’s natural gas. Greater adoption, cheap prices, political support, commercial support and environmental support are all pointing to greater usage and potentially higher prices for the future. And this time we’re taking a different approach…

  • Our Pharmaceutical Pick Comes Through!

    November 2, 2012

    Our position reported better-than-expected earnings yesterday and reaffirmed that it would earn more than $5 per share for 2012. That puts the stock’s price-to-earnings ratio at around 8 – very cheap. For us, we are looking only to…