Good Afternoon Prudent Investor,
You may think the odds are stacked against us. But don't despair.
Every so often, hardworking investors like you and me beat those odds. Take a look...
Are these extreme cases? Sure. But they give you some idea of the raw power of spotting the right investment at precisely the right time.
Moreover, the investments that freed these folks from financial worry were NOT arcane... obscure... or particularly high-risk speculations.
When I reveal their names, you may even be disappointed. You may be expecting something much more... well, dangerous.
But don't let that fool you. Unusual market conditions -- nearly 20 years in the making -- have some of the biggest brains in the investment community raving about opportunities like these...
Pat Dorsey, Morningstar's Director of Stock Analysis, says they "offer an embarrassment of riches for long-term investors looking to build core holdings."
David Reilly, Director of Portfolio Strategy at Rydex Investments says, "All of the dynamics of the economy are favoring [these companies]."
Christopher Davis, 2005 Domestic Stock Manager of the Year for Morningstar, says you might get an opportunity like this, "once every 10 years or so."
I'll explain everything in the next five minutes. All I ask is that you keep an open mind. And promise me you won't dismiss the simple strategy I'm about to propose... because it's too simple.
Five, 10, 15 years from now, investors will look back on this precise moment and wonder what in the world they were thinking.
Some won't look back fondly. The lucky ones may remember the first half of 2009 as a turning point in their financial and personal lives.
The happiest will have followed the simple strategy I'm going to share with you in the next few minutes. So let me introduce myself.
My name is Paul Elliott. I'm 45-years old and hell-bent on retiring wealthy on my own terms. Just as I imagine you are.
If my name sounds familiar, it's because I've been writing about the markets and investing for years, both in print and online.
As a senior writer for The Motley Fool, I am thrilled to serve a grassroots community of individual investors The Economist calls "an ethical oasis in an area that is fast becoming a home to charlatans."
The folks at Barron's named us "the No. 1 source for financial education on the Web."
So, you'd imagine I have it pretty much figured out. Not even close. I've done well, but I didn't escape the 2008 correction unscathed. Frankly, I have nowhere near the capital I need to retire in comfort -- after 20 years in the markets.
But all that may be about to change. Especially now that I've been personally clued in on the once-in-a-generation anomaly I'm going to share with you in the next five minutes.
I heard that recently from one of the grumpiest, most hardcore value investors I've met in 20 years -- and one of the best, too.
His name is Joe Magyer. You'll hear more about Joe just ahead... and why I see dollar signs when a curmudgeon like Joe says the planets are aligning.
I'll even show you how I'm personally using real money and a simple strategy Joe shared with me to bolster my own plans for a comfortable retirement. And how I'm sleeping better at night as a result.
In short, you'll hear everything my old friend revealed to me in a series of discussions about a phenomenon that in-the-know academics and practitioners are calling the "Inverted Nifty Fifty" -- and how it stands to make some of us a lot of money.
If you're as impressed as I was, I'll also tell you about one specific "Inverted Nifty Fifty" investment opportunity we call...
I think you'll be amazed by how closely this company reminds you of a younger version of what is perhaps the single greatest stock market miracle in American history -- Berkshire Hathaway.
If you're not familiar with the Berkshire Hathaway story, you probably recognize the company's legendary founder, Warren Buffett -- after all, he's one of the richest men in the world.
But it may surprise you to hear that since the 1970s, ordinary Berkshire Hathaway investors just like you and me have seen their own more-modest holdings balloon more than 50,000%.
Investors like Bill and Carol Angle, the young couple we discussed earlier. The ones who invested $30,000 and walked off with more than $300 million.
Or like David Gottesman, who piled up $368 million... or Ernest Williams and his family, who grew their investment into $250 million.
In Omaha alone, some 30 otherwise ordinary families are sitting on more than $100 million worth of Berkshire stock. I imagine you could get by on a fraction of that. I sure know I could...
Now, let's be realistic. A miracle like Berkshire Hathaway comes along once in a lifetime. But suppose you could do half as well... or even a quarter as well.
We'd still be talking about hundreds of thousands of extra cash, if not millions. And I think that's entirely reasonable for a company that's following the Berkshire model to a T -- like this one is.
In other words, if you missed out on the Warren Buffett stock market miracle -- like I did -- you may have a chance to turn back the clock and make up for lost ground, with the potential for serious wealth-building results.
You see, unlike Buffett's Berkshire Hathaway, this company is still small. With a market cap that's just over $3 billion -- in an industry where competitors routinely top $40 billion. (Right there, you have the potential to pocket more than ten times your original investment.)
But just like Berkshire in the early days, this company is accumulating a mammoth stockpile of cash. More than $1 billion and growing. Also like Warren Buffett at Berkshire Hathaway, this company's expert management deploys its capital when the time is right to snap up fire-sale investments.
That's right... times just like right now.
In short, this roughly $3 billion upstart is following the very same battlefield strategy that built Berkshire into a $150 billion global powerhouse (and made Buffett one of the wealthiest men alive).
And it's following Buffett's road map with strikingly similar results. Of course, there's a lot more to this remarkable story, and you'll want to hear every detail before you invest -- preferably straight from the source.
That's why I'd like to send you The Motley Fool's new report with all the facts on this opportunity, just as it was presented to me. It's called "The One REMARKABLE Stock to Own Now!" I'll even show you how to download the full report instantly.
But make no mistake, this is much more than an ordinary stock research report...
Why do I say that? Two reasons. First, when you invest directly in the shares of this remarkable company, you instantly increase the odds that you'll have the wealth you need when you need it most.
You'll also be breaking free from a corrupt U.S. retirement system that the most respected voice in mutual funds calls "the next big financial crisis in this country."
And that's because, when you buy this stock -- or, for that matter, any of the "Inverted Nifty Fifty" companies we'll discuss today -- and hold it in your own personal account, you won't pay a red cent in fees beyond your modest brokerage commission.
That means no finder's fee... no management fees... no so-called 12b-1 marketing fees. And you'll never pay a commission or taxes associated with needless turnover.
In short, you'll pay none of the outrageous "financial intermediation" costs that routinely eat up nearly 80% of your profits over the course of an illustrious investing career.
Yes, you read that right, up to 80% of your rightful profits... PROFITS earned on YOUR money... at YOUR risk.
And I didn't pull that out of my hat. I got that figure directly from an investing legend and tireless shareholder advocate you may have heard of. His name is John Bogle, and he's the founder of the prestigious Vanguard Group of mutual funds.
But that doesn't have to be your concern. Once you start following this simple plan, you won't pay ransom to a financial services industry that Mr. Bogle calls "a giant marketing system... to bring in the most money by fair means or foul."
I'm sure you can see what a great advantage it would be if we could consistently identify the market's best investment opportunities... then buy them and simply hold them in our personal accounts cost-free... essentially forever.
So, what's stopping us? Well, according to Vanguard's Bogle, it's the work of a bunch of unscrupulous fund managers and advisors, whose behavior he calls "disgusting, for lack of a better word."
In short, we are being robbed blind by an endless stream of middlemen, all looking to share in our hard-earned profits. You see why Bogle warns that if we want any shot at a comfortable retirement, we MUST kick these rascals to the curb.
At the same time, you may be uneasy finding stocks entirely on your own -- companies you're comfortable holding on to for years at a clip. I know the feeling. And to sleep well at night, you need someone to keep an eye on them in case something fundamental changes.
That's why I'm so eager for you to meet my colleague Joe Magyer.
You see, unlike most mutual fund managers or fee-based investment advisors I've known over the years, I truly believe Joe can help you make more and keep more of what you make. Here's why I say that.
For starters, Joe has a first-rate set of valuation skills and a specialized knowledge of the bottom line.
Of course, these skills helped make him a top-notch investor and teacher, as evidenced by the impressive track record of success he's racked up for the investors he advises.
You're right to ask: Has every stock Joe has recommended to me been a winner? That would be impossible, especially right out of the gate. Even Warren Buffett himself was dinged by the recent correction, and nobody can promise you a 100% success rate.
But here's the difference. Just like Buffett, I view the recent setback as an opportunity. A once-in-a-generation opportunity to double down on America's best companies at bargain-basement prices.
So, how exactly does Joe identify these wealth-building opportunities so consistently?
It takes a lot of hard work, frankly. For starters, he cracks open the company's books. He burrows deep into the numbers... digging out hidden liabilities... and sometimes finding hidden assets Wall Street never seems to know about.
Like Benjamin Graham (and his prize student, Warren Buffett), Joe turns over every stone. And I'm not talking about price-to-earnings ratios and the other blunt instruments that slaphappy Wall Street brokers love to wave around.
And that's a major reason Joe's time-tested value investing approach can help you safely make money in just about any market. There's even research showing that, over time, you could clobber the returns of all other investments with these stocks...
This chart shows that if you had spent $1,000 exclusively on growth stocks -- beginning seven decades ago -- you'd have grown your money into $800,000. If you put the same $1,000 into the S&P 500, you'd have $1,800,000 today. Not bad.
But if you owned only the kind of stocks Joe seeks out instead, you'd have more than $8 million!
That's right. Disrespected, undervalued stocks like these actually crushed the performance of the top stocks in the S&P 500, which, of course, are the core of popular "index" funds.
And while 70 years is a long time, that's just the point: When it comes to investing, fads come and go. You must look at the long term to know what really works.
And buying and holding the stocks I just showed you in that graph works. Period. And that's before you take into account the extra boost I expect from the "Inverted Nifty Fifty."
You read that right. Even though these stocks turned $1,000 into $8 million over the course of EVERY TYPE OF MARKET, I think we can expect even better results today -- again, thanks to the rare anomaly called the "Inverted Nifty Fifty."
Perhaps it was put best in a recent issue of Joe's Motley Fool Inside Value newsletter:
As you may have guessed, these Inside Value subscribers are the individual investors like me whom Joe is helping to "win by rarely losing."
If you'd like, I'll tell you how you can join them without risk today -- at a special low charter member price. But if you're anything like me, you want to hear a lot more before accepting an invitation, even if it is without risk.
So let me tell you about the next step of your Retirement Rescue Plan...
We've about covered Step One of your Retirement Rescue Plan -- claiming The Motley Fool's new report and getting the full details on "The One REMARKABLE Stock to Own Now!"
Step Two is gradually supplementing this core holding with a portfolio of undervalued "Inverted Nifty Fifty" stocks. And here's why there has never been a better time or an easier way to get started...
As my personal thank-you for taking a few moments to share my experience today, I'd also like to send you a second report called "Bargain Basement Blue Chips."
It reveals three more low-risk, high-return investment opportunities seen as some of The Motley Fool's "favorite blue chips" for this market. Including an "up-and-coming blue chip of tomorrow" that Joe assures me is eating Wal-Mart's lunch.
No question, these are three of the best-run companies in the world -- purebred "Inverted Nifty-Fifty" stocks in every sense of the word. And right now, they're on sale. Though they won't be for long.
And there's one more reason why right now is the time to get started, in addition to the four timely opportunities you'll read about in these new free reports: You get a running start...
If you have experience with investment newsletters like I do, you can appreciate what a hassle it can be to get caught up. That's why many subscribers never actually buy a recommendation. Here's why that won't happen when you click on the link at the bottom of this letter and agree to a year of Joe's Inside Value...
First, the instant you join, you get access to "The One REMARKABLE Stock to Own Now" we just discussed. Plus, the new report, "Bargain Basement Blue Chips." You also get another top recommendation -- right there on page 2 of Joe's latest issue of Inside Value.
Those six timely investment opportunities should be more than enough to get you started. But if you're like me, you probably still want more. Well, there is more. You also get Joe Magyer's Top 5 Picks for new money right now -- each adjusted for risk level and handpicked from more than five years of Inside Value top recommendations.
Right there, you're up to 11 investments to choose from -- all in less than five minutes. From there, you can get caught up at your leisure... as quickly or as slowly as you like. There's no need to get overwhelmed by model portfolios and watch lists and heaven knows what else.
It really is like five full years of the valuable advice Joe delivers to his Inside Value subscribers each month -- all in one sitting.
Best of all, within minutes, you can see for yourself whether the Inside Value service is of value to you (of course, all the archived issues are waiting for you -- when you have the time to read them).
If for any reason you don't like what you see, no worries. You risk nothing. Your satisfaction is completely guaranteed personally by me and my company, The Motley Fool (more on that just ahead).
Earlier, I showed you the real-life stories of three successful investors. Even if you read no further, I want you to see the three investments that secured their fortunes.
The first, you may have guessed, was Warren Buffett's stock market miracle, Berkshire Hathaway -- a current Inside Value recommendation. The second was Schering-Plough, one of the world's premier drug companies.
And the third? You may have guessed this one, too. It was Coca-Cola. You guessed it, another Inside Value recommendation -- one I bought myself. Hardly needles in a haystack, right?
But it's important to realize that those folks I showed you, who quietly got rich and retired in luxury, not only bought the right stocks... they bought them at the right time.
And thanks to the "Inverted Nifty Fifty" -- coupled with the dramatic market sell-off -- great companies just like these are incredibly attractive right now.
But just so we're 100% clear on this point, it bears repeating... When you get right down to it, there's really only one factor that determines who gets RICH buying America's best companies and who does just okay.
Surprisingly, it's not necessarily what stocks you buy. It's WHEN you buy them. This is the secret that makes the tsunami called the "Inverted Nifty Fifty" so powerful... and how it can make us rich. But what the heck is it?
Heard enough? Ready to download your reports and check out our top "Inverted Nifty Fifty" stocks? Simply click here to get Motley Fool Inside Value -- without risk. Or read on for more on this once-in-a-generation phenomenon.
If you were investing back in the 1960s, you recall how investors drove the stocks of America's top companies to astronomical levels. These bluest of the blue chips came to be called the "Nifty Fifty."
The idea was that these businesses were so rock solid, you simply couldn't lose money on them. Of course, this was nonsense. In fact, because the stocks were so expensive, investors who showed up late to the party got creamed.
Here's why: They overlooked valuation. The lesson of the original "Nifty Fifty" was that when investors get too enthusiastic, the shares of even a great company can become way overpriced.
But what if the opposite occurred? What if the world's best businesses went on sale? That would be an "Inverted Nifty Fifty" -- and it would be extremely rare. In fact, I've been waiting patiently for it for 20 years.
Right now, America's top companies are unbelievably among the cheapest on the market. It's the investing equivalent of buying a Mercedes for the price of a Chevy.
But how can such an opportunity arise? Well, it really would take the "perfect storm."
First, profits would have to soar to record levels. And cash would be overflowing the companies' coffers. Yet the stocks would have gone nowhere fast... for at least five years running.
This would then be followed by an economic shock and an epic, indiscriminate market correction -- one powerful enough to drive these already-undervalued stocks even lower.
Were these improbable pieces to fall into place, you'd have a moment where America's best and most profitable companies -- the Mercedes and BMWs -- could get downright cheap. Cheaper than their overpriced mid- and small-cap peers.
The cheapest in generations. And that's precisely what's happening now. Add to this historic anomaly an historic stock market correction and you can see why I'm convinced this opportunity can't last.
Christopher Davis, the brilliant money manager we discussed earlier, insists that we get an opportunity to fill our portfolios with top-shelf companies when they're at the top of their games, "once every 10 years or so."
I'd say it's far less often than that. And remember the investors I showed you earlier? The couple who turned $30,000 into $300 million... the IRS agent who donated $7.5 million to her local college...
In each case, when the market offered them "an embarrassment of riches," they were ready to bounce and quickly made up for lost time.
Now's our chance to do the same. Legendary value investor Martin Whitman, founder of the $5 billion Third Avenue Funds, calls this "the buying opportunity of a lifetime." Even Warren Buffett himself -- yes, the same fellow who made investors millionaires many times over with Berkshire Hathaway -- is gobbling up blue chips right now!
Here are three more urgent signs that the perfect storm may be brewing for investors buying the stocks Joe and his team of analysts are recommending RIGHT NOW...
STRONG in a shaky economy... the credit crunch... the housing crash... rising unemployment... you've heard the news. Nobody knows how long the slowdown will last, but Americans are feeling the pinch.
Investors looking for safety in a cyclical downturn will be attracted by the lower valuations, higher dividends, and more stable earnings of bigger companies.
SAFE in a choppy market... Large-cap value stocks are historically less volatile... especially in dicey markets. Remember the 1970s -- after the Nifty Fifty burst?
The S&P 500's losses of 14.7% and 26.5% in 1973 and 1974 were tame next to the 35.1% and 28.2% declines of small caps in the same years, according to the Center for Research in Security Prices.
DIVIDENDS... dividends... dividends... Tax laws make dividends more desirable than ever. Plus, America's top companies are sitting on billions in excess cash, some of which will have to be paid out to shareholders.
One thing is clear. Should the markets continue to roil, dividends will be even more in demand... and so will the "Inverted Nifty Fifty" stocks that pay them.
Put it together, and this once-in-a-generation disconnect could be YOUR chance to stuff your portfolio with investments that offer...
Of course, you're smart to wonder... If these are such commonplace names, then why do you need Joe to advise you? Why not just rely on The Wall Street Journal or CNBC for advice?
Fair question. But don't be fooled: I watch these guys religiously, but they are largely entertainers. Stockbrokers and Wall Street analysts, meanwhile, are notoriously conflicted.
You need a serious analyst who can really dig into the numbers. And whose only allegiance is to you.
And there's something else. Just as "advisors" aren't created equal... neither are all "blue chips" created equal.
To avoid disaster, you need a serious analyst who can dig into the financials and tell a great company like Berkshire Hathaway from an AIG.
The fact is, some of America's great names have run their course and have seen their best days. Others have decent fundamentals but are still overvalued. Still others may be disasters waiting to happen. (Remember Enron and WorldCom?)
Now more than ever, we have to be selective. But how can you be certain which of the 5,000-plus U.S. stocks are poised to make you money in 2009 and beyond?
Start right now with "The ONE Remarkable Stock To Own Now" -- then check out Joe Magyer's special October issue of Inside Value for the rest. But before you take a look, it's time that we discussed...
Now that you see how Inside Value can help you take advantage of this rare opportunity and safely build your wealth in this unforgiving market, you're probably curious about how much it would cost you to join.
Well, ask yourself this: How much would you pay to never have to worry about making money on your investments again?
After all, you could hire a personal advisor with Joe's credentials, but that might realistically set you back $1,000 or more. Financial services firms already charge that much just to let you sit down and talk with advisors about your financial affairs.
And these guys typically don't work half as hard on your behalf as Joe does... piling up the research, building the contacts, poring over the financial books, and doing the key calculations...
But you won't have to pay $1,000 for this valuable advice. You won't pay half or even a quarter of that. In fact, when you invest in Inside Value today, you can lock in the low, low price of just $199.
I think you'll be pleasantly surprised when you hear it. So let's quickly revisit what you get in return...
FREE: The exclusive report "The One REMARKABLE Stock to Own Now!" -- Reveals the details on what could be the next Berkshire Hathaway! The profits from this one stock could realistically cover the full cost of your membership. You can access it instantly.
FREE: Our second new report, "Bargain Basement Blue Chips" -- Gives you the name, stock ticker, and everything you need to get invested in the three exquisitely run companies we call our "three favorite blue chips." You can buy all three at a blue-light-special discount today. If you act soon!
And that's just for starters. When you join Inside Value today, you get everything we've already discussed. You also get...
Finally, if you join through this special report, I'll also rush you a special fast-action bonus that's valued at $69. That's my personal gift to you!
I'll be the first to admit I'm an excitable guy. And I really am excited about the tremendous opportunity standing before us today. At the same time, I'd hate for you to get caught up in my exuberance and later feel you've made a mistake.
So here's a simple solution to put us both at ease. You can access all these reports today and check out the Inside Value members-only website. Then, if you decide you're not 100% satisfied, no worries. Just contact us at once and you won't pay a cent.
In fact, there's no need to rush. Take a full 30 days to decide. If at any point you realize you'd rather not be a member of Inside Value, again, you won't pay a cent.
Simply ask for Andy in our customer assistance department. He sits right across the hall from me here at Motley Fool HQ, and he'll make sure you receive a prompt and courteous refund. No questions asked.
If you'd like to take out the risk altogether, simply sign up for a 30-day free trial of Inside Value. You'll still have full access to everything on our website, including all our premium reports and past and present stock picks. Many of our members start with a free trial to make sure the service is right for their investment strategy. It's a wonderful, 100% risk-free deal!
Of course, we understand that by offering you our service free for 30 days you could simply go online and download every exclusive report and take advantage of our top recommendations.
That's okay with us. We're confident once you've seen it all you'll be that much more prepared for our next batch of top value recommendations and premium content. If a 30 day free trial is right for you, don't delay -- jump to the bottom of this page and start now!
You'll find that with either the 30-day free trial or a full one year membership, you'll be fully prepared for massive profits before the opportunity we've been discussing comes to fruition.
Look at it this way: You could essentially get a full year of Inside Value for $3.83 a week -- the same as you'd pay for a grande latte from Starbucks.
And the instant you look over your reports and access Joe's just-released October issue of Inside Value, you'll be amazed by how many top-quality stocks you've always wanted to own are finally within your reach.
And by how the "Inverted Nifty Fifty" has blessed us with "an embarrassment of riches" and a long-term profit opportunity the likes of which I've identified on just two prior occasions.
The first was in 1982 -- I was a college student and too poor to take advantage. The second was in 1991. Both heralded historic bull markets in top-quality stocks and helped millions of American investors retire in comfort and security.
If fate robbed you of the chance to take advantage of those rare opportunities, you've been given a rare second chance to get ahead of the curve. Please take it now.
We both know opportunities like this don't last. Not when stocks are bouncing off the bottom -- and Wall Street and the financial press are slowly waking up, as we've discussed at length today.
Which leaves us a brief window to strike. So, please don't delay. Follow your instincts and click on the link below to get started.
Think of it as an investment in your future -- one with a monstrous upside and zero risk (remember, you have my personal guarantee and a full month to decide if Inside Value is right for you).
And remember, the risk is all mine.
Join today. That way, we can both look back on this as a turning point in our quest for financial independence. Simply click on the "START NOW" button on the right to lock in your new member rate.
To us and our happy retirements,
Senior Investment Writer
PS: Earlier I told you that I am implementing Joe's simple strategy to help secure my own retirement. In fact, I recently rolled over a large portion of my retirement savings into a self-directed IRA. So far, I have purchased Coca-Cola plus four other of Joe's Inside Value recommendations... I will be adding to it with confidence shortly.
PPS: Don't expect the "Inverted Nifty Fifty" to last. Click here to join Joe at Inside Value today and make sure you don't look back in anger. And remember, I can only guarantee your FREE report, "The One REMARKABLE Stock to Own Now" if you join Inside Value for one year today.
PPPS: Read this far and still on the fence? Let me sweeten the pot. If you join today, I'll also rush you a complimentary copy of Gold and Beyond: 7 Surprise Plays to Inflation-Proof Your Portfolio, revealing 7 high-powered stocks hand-selected by The Motley Fool's top independent analysts to help you BEAT UP on the market! Join today and this $69 value is on me! Click here to start now.
Unless otherwise noted, all numbers as of December 10, 2009.
Yes, I want to take Inside Value for a spin for 30 days. No risk. Guaranteed.
Yes, I want Inside Value for a full year — and send me Gold and Beyond: 7 Surprise Plays to Inflation-Proof Your Portfolio FREE! I'll get:
The Motley Fool stands behind our products and our guarantee. If for any reason you are not 100% satisfied with Inside Value Turbine, simply notify us within the first 30 days and you won't pay a cent. Even after your first 30 days, if you change your mind, you will receive a pro-rated refund for the remainder of your subscription term.