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Showing posts from 2010

ETF Trading List

Check our daily listing of ETFs that we have traded, or plan to trade in the future. Every ETF on this list has been selected based on current trading data and research material that is relavent to the success of the fund. Call 1-877-788-1732 to open a UCS account, get Expert Advice and Save on Commissions!

Complete Financial Management Workshop: Risk Management

Register for The Complete Financial Management Workshop ® Topic : Risk Management-Safeguarding Your Money and Assets Where : 1755 North Brown Rd, Suite 200 Lawrenceville, GA 30043 Time : 12:00pm - 1:00pm Duration : 60 minutes Date : August 11, 2010 If you have any questions concerning this event, please contact: Event Coordinator @1-877-788-1732. Light lunch served.

New Stock Recommendation: JM Smucker & Co.

Spread the profits in the Fall with the sweet tasting stock of J. M. Smucker Co. Here is a flyer that you may want to consider. This $7.1 billion dollar company is a giant in it's space. No one does it like Smucker's ( SJM ), yes the peanut butter and jelly and more company.The stock has a very low price to earnings ratio of 14.48 , which suggest that there is lots of room for price appreciation, if management makes the right moves in the coming months. In addition, the stock has a low volatility beta ranking of (.7), and pays a good dividend of 2.68%. Not bad when 1 year Cd's are yielding less than 1.37%. Although the stock is trading toward the high range of $59 to $60 dollars, it still represents a possible growth or acquisition play for the patient investor. Pick up at these prices and spread the profits in the Fall, like 'spreading peanut butter and jelly on toast' , by adding this stock to your portfolio. Contact Best Advisor Rick @1-877-788-1732 for detai

New ETF Recommendation

ProShares Ultra Technology Fund (ROM) Current Price: $47.40, 12 month Target Price: $60. Probable Return of  28% within the next 6 months. Contact Best Advisor Rick @1-877-788-1732 for detailed research reports and advice on this fund. Read summary .

Tax free bonds paying 4.75% in Tax free income

5/7/2010 Municipal Bonds in Inventory I have got some real solid Georgia Municipal Bonds Elec. Auth Bonds-SER C REV CPN 5.25%. Due 1/1/2025 with a YTM of 4.75%. If you're in the 25% tax bracket or above, you may want to take a look at these bonds. If you are interested in obtaining additional information regarding the sale of these bonds, please do not hesitate to contact Rick Walter at 1-877-788-1732 or email address: ucsinv1@bellsouth.net  .

Special Situation Loan Sale

May 6, 2010 Special Situation for Accredited Investors Only For Sale : $25 Million CMBS Loan for Sale Collateral Type : Retail & Medical Office Location : Palm Springs, Florida Performance : Non-Performing. If you are interested in obtaining additional information regarding the Sale of this note, please do not hesitate to contact Rick Walter at email address: ucsinv1@ bellsouth .net .

Getting back to Normal

The tax season is over. Hooray! I should be getting back to my normal posting routine shortly. I'm excited. I have some exciting new market stuff to post over the coming months, so stay tuned. By Rick Walter

Investment Minefields

Do you know that many listed stocks, and even worse for unlisted investments, do not perform well over the short-term or long term. It's incredible how much garbage is out there and is being hyped and sold by investment professionals. I have at least 200 positions that I follow and track on a regular basis and many of those positions just do not live up to their potential. It's an investment minefield out there. A common, but effective investment strategy is the "buy and hold strategy", but the recession that began in 2007, basically blew that theory out of the water. As a matter of fact, a "buy-and-hold strategy" may be dangerous in this market right now. However, here is an article in the Wall Street Journal on a star trader, working for a popular mutual fund , who has been really successful at not trading and basically buying and holding. I thought the article was interesting, but I do not think the article is entirely true. This trader may not trade as

Profit-prone Asian SPDERS

Our ETF of the day is the SPDR S&P China ETF Fund , (NYSE Arca: GXC ) This ETF trades on the New York Stock Exchange and is currently trading at $67.62. The Pacific/Asia (excluding Japan) market may still hold promise as a great place to invest, while the US markets continue to recover. This exchange-traded fund excludes investments in Japan which I believe gives the fund a slight performance advantage. The fund's total return since inception is  9.27% , and it's one year market return, as of 1/31/2010 is  66.43% . The fund is a little pricey, but I think it's worth a look and a possible investment. Email us with the fund's symbol for more information on how this fund can make you money. Also, with tax season here, take advantage or our low fee Roth IRA and reduce your tax liabilities for 2009. Learn about the tax advantages of a Roth IRA , combined with our set-it and leave-it portfolio service which automatically adjusts your investments based on an asset alloc

Vanguard Energy Vipers: Put on your watchlist

Vanguard Energy Vipers ETF (NYSE: VDE ). This Exchange-traded fund trades on the New York Stock Exchange and is currently trading at $79.15 per share, which is at or above it's highs for the year. Now, may be a good time to sell some shares or put this ETF on your watchlist for accumulation at a later date. Open a low fee Roth IRA with us today and reduce your tax liabilities for 2009. Learn about the tax advantages of a Roth IRA, combined with our set-it and leave-it portfolio service which automatically adjusts your investments based on an asset allocation model that you select. Invest in target date funds, stocks, mutual funds and ETFs- Traditional IRAs are also available. Email us for more info.

No Sense of Urgency

I still haven't posted anything substantial this month. I am still trying to get a feel for where the market is heading. Of course, I've been monitoring and reviewing all of the economic data being released by our government on the economy such as Jobless Claims , Consumer Price Index , Housing Starts and so forth, but I still do not have that strong urgency to buy. It could be that I've become more like the herd, only moving when the herd is moving. But everyone knows that you don't make a lot of money having a herd-like mentality. A recent article in the Wall Street Journal about the liquidity of Exchange-traded funds got me a little excited, but that excitement quickly died after reading the article " Risks Lurks for ETF Investors ", which was in a nutshell, nothing more than a warning against the purchasing of over-priced Exchanged-traded funds. I guess nothing is wrong with being reminded. My asset allocation models currently stands at 30% to 40% cash on

WTH Interception

I am a huge football fan. I just love football. When football season is over, I become sort of depressed until the season starts in the summer. I really felt that the Vikings were going to the Superbowl. I was so freaked-out when Brett Favre threw that interception with 19 seconds left in the game. I was like WTH! I still can't believe it.

Total Returns for 1 Year

Here are the 1 year Total Returns for the Portfolios we track and invest in which includes dividends paid and received for one year. As of 1/2/2010  Conservative 9.722% Moderate Conservative: 8.9% Moderate: 21.1% Moderate Aggressive: 43.1% Aggressive: 30.5% Oil and Gas: -14.9% Healthcare: -1.0% Biotech: 4.9% Alternative Energy: 18.3% Semiconductor: 5.3% By Rick Walter, Financial Advisor

Lets Win in 2010

It's a brand new year and it feels great. I have lots of exciting stuff to present this year and I am hoping for the best in 2010, not only for myself, but for existing clients and potentially new clients of our services. Happy New Year Everyone! Now, lets get to work! :-) By Rick Walter