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Showing posts from 2011

Daily Corporate Bond Offering: 5.05% Coupon

Today's Corporate Bond Offering has a 5.05% coupon with a 5 year maturity. This is a short-term bond play. The bonds are currently trading at a premium; 500M available; Moody and Standard & Poors rated. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yields for your savings. Point your browser to our bond list website to review our current bond offering. Rick Walter, Chief Investment Advisor UCS Investment Co.

Daily Corporate Bond Offering: 11.875% Coupon

Today's Corporate Bond Offering has a 11.87% coupon with a 3 year maturity. This is a short-term bond play. The bonds are currently trading at a premium; 250M available; Moody and Standard & Poors rated. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yield for your savings which can be found by pointing your browser to our bond list website. Rick Walter, Chief Investment Advisor UCS Investment Co

Daily Corporate Bond Offering: 5.75% Coupon

Today's corporate bond offering is from an oil refining major. The bond's coupon rate are 5.750% and are rated BB+ from Standard and Poors; Approximately 300M bonds available. For more information on this offering, please call 770-572-2715 and ask for Rick or go to Bond list for more information. Rick Walter, Chief Financial Advisor UCS Investment Co.

Daily Corporate Bond Offering: 7.625% coupon, 7 year maturity

Today's Corporate Bond Offering has a 7.625% coupon and 7 year maturity. The bonds are currently trading at a discount; 230M available; Moody and Standard & Poors rated. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yield for your savings which can be found by pointing your browser to our bond list website. Rick Walter, Chief Investment Advisor UCS Investment Co.

FDIC Insured CDs available with Average Coupon of 3.05%

FDIC Insured CD's with Average Coupon of 3.05% with varying of 6 mos, 1 yr, 2 yr and 3 yr maturities. Call 770-572-2715 for more details. If you are still cautious about investing in the stock market and would like to stay in a cash or liquid position, invest or purchase a FDIC insured CD. We have available Certificate of Deposits with varying maturities and coupons from some of the top banks in the US. We will be updating our Bond list later this morning. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yield for your savings which can be found by pointing your browser to our bond list website. Rick Walter, Chief Financial Advisor UCS Investment Co.

Daily Corporate Bond Offering, 6.05% Coupon

United States Steel corporate bond offering, 6.05% coupon, with yield to maturity of 7.38%. Call 770-572-2715 for more info. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yield for your savings which can be found by pointing your browser to our daily bond list . Rick Walter, Chief Financial Advisor UCS Investment Co

Corporate Bond Offering w/6.5% coupon

Owens-Corning, Inc corporate bond offering, w/6.5% coupon and yield-to-maturity of 4.5%. Call 770-572-2715 for more info. Review our daily list of corporate, government and municipal bond offerings and Banks CDs, for better income on your current investments and higher yield for your savings which can be found by pointing your browser to our bond list web-site . Rick Walter, RIA, CFC UCS Investment Co.

Stocks on Buy List: QEP Resources

We like QEP Resources, Inc very much because it has performed well over the last 12 months and it’s in an industry that we love to invest in. We started accumulating this stock in July of 2010 at $34-36 per share and have not been disappointed with its performance. However, the stock has recently been downgraded by Goldman Sachs to Neutral with a price target of $49 even though Standard and Poor's has a Buy rating on the stock with a target price of $52 per share. I still like the stock especially since our clients received an Average Total Return on Investment (ROI) of 29% , but I have sold most of the position from our client portfolios. I believe that there are better opportunities elsewhere in the oil and gas industry but we might still get back into the stock in the near future. This stock is a solid performer, which makes it a good addition for investors that are looking for stable, solid growth. Call now at 1-877-788-1732 for a free consultation or visit or wealth

Withdrawing from a fixed or variable annuity

Can you withdraw funds from your variable or fixed annuity? The answer is in our short weekly 401(K) and IRA weekly video guide. Visit our 401(K) and IRA Rollover Center weekly video guide on 401(K), IRA rollovers and new Roth's IRA for help, tips and investment guide on rolling over your 401K or IRA at Plouthus.com

401K and IRA Center: Automatic Rollover Requirements

What are the requirements for an "automatic rollover requirement for mandatory distributions". What is the "No tax withheld" option? Visit our 401(K) and IRA Rollover Center weekly video guide on 401(K), IRA rollovers and new Roth's IRA for help, tips and investment guide on rolling over your 401K or IRA at Plouthus.com

Taking Stock of Your Rates of Return (ROI)

Calculating an investment rate of return ( ROI) is an important step in helping you manage your investments. A rate of return or return on investment is the gain or loss on an investment over a specified period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security plus realized capital gains. For example if you bot 10 shares of XLE at $75 per share, the initial cost is $750, and if you sold those same 10 shares at $85 per share, the rate of return is 13.3% ($85-$75/$75)on your investment. Calculating an investment ROI or rate of return is a simple and useful starting point in considering any investment. However, this simple calculation differs according to investment type or class. For example, if Ivan Boesky invested $5000 in some real estate and sold it 10 years later for $25,000. The ROI on his real estate purchase is: 400% ($25K – $5K)/ $5K. However Martha Stuart invested $5000 in a

Taking Stock of Your Risk Tolerance

In the latest unemployment numbers, the US Bureau of Labor Statistics reported that Nonfarm payroll employment rose by 244,000 in April and the unemployment rate edged up to 9.0 percent. Although the economy created 244,000 thousand jobs, the unemployment rate still increased. However, the recent numbers still gave the markets a nice boost on Friday, May 6, 2011. However the day before, Thursday April 5th, there was this massive stampede of investors out of commodities, sending many benchmark indices and the respective funds and stocks that are pegged to these indexes down to levels not seen since 2008. This brings me to the issue in this article- determining your risk tolerance. Accurately determining your risk tolerance is one of the most important steps that you can make in managing and building your investment portfolio over time. Determining your risk tolerance helps you avoid the nervousness and feelings of dread that you may feel when the overall market takes a nose dive, no

Oil and Gas Portfolio

Welcome to another week. I hope everyone had a great Easter weekend. Well, it looks like its going to be another turbulent week in the markets with oil prices headed up. Any higher and prices will possible affect the U.S. economy as consumers will have less money to spend due to higher gasoline prices. Still, profits aren’t being reflected in the price of oil and gas stocks as they should. Based on expected profits, most oil and gas producers stock prices should be higher, even though many oil and gas drillers and oil services companies stocks have done well over the last six months. I think if you want to see pretty fantastic returns, you should wait until earnings are reported in the third and fourth quarter of this year. To profit and make money in the oil and gas markets, we are recommending this moderately aggressive portfolio that uses a combination of oil and gas , and alternative energy exchange traded funds . Of course there are other positions that are included but are on

Can you make money in Europe?

By Rick Walter When Moody's cut Ireland's debt to just above 'junk' last week, making money in the European markets  just got a little bit more riskier. The markets still have to deal with the debt problems of Portugal, Spain and Greece. Monetary policy by the the Euro Union and the U.S. is still a ways off from normalizing. However, the reason that you would want to invest in European markets is because these markets gives you the potential to increase your portfolio’s total return, they act as a hedge against dollar assets and also gives your portfolio diversification which reduces overall portfolio risks due to the low correlation of these markets to U.S. markets. Long-term evidence also suggests that international markets outperform U.S. markets in most periods, therefore investing in Europe may and can help you save more for retirement. But can an investor make money in Europe today? Should you take a chance and invest in Europe while monetary policy rules the

New ETF Biotechs on Watchlist

Read our updated commentary on Investment and Financing ideas that can help you save more for retirement and help you finance your business so that you can save more for retirement. Biotech is heating up, so I have added a few Biotech ETFs to the watch list. By UCS Investment Co.

New ETF Posting

By UCS Investment Co. The new ETF posting on the AT-ETF Exchange is the PowerShares KBW Property & Casualty Insurance Portfolio (Fund) . The Symbol is KBWP . This is a relatively new fund which opened in December of last year. The Fund is up about 1% so far this year. We are not expecting a huge run up in price in the short-term on this fund but we are looking forward to steady gains in the share price of the fund as the economy improves.

Podcasts and Live Radio

Dear Readers, Please tune in to our daily podcast or radiocast episodes. Our episodes are filled with market updates and exciting recommendations on investments that we believe can make you money! You can find our podcasting and radio posts here at this link . Thank you, UCS Investment Co.