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The Break Out
Report
Volume 4:
November 2005 - October 2006
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Marco's Issues |
Volume
4, Issue # 2 - November
20, 2005 Sectors: Gold Still
Strong
An Old Friend: Hulbert Financial Digest
TSX Venture Pick: CV Technologies (CVQ)
TSX Venture Pick: Zapata Energy Corporation (ZCO)
Watched List Update - BR.UN, KMP, PSI, TIF.UN Oil Services Industry Pick:
Ensign Energy Services (ESI)
Technology Sector Pick: March Networks (MN) Mutual Funds: Marco's Power Performers
Venture Portfolio Update
Our Model Portfolio
Update (up 16.62% YTD, 185.39% since inception) |
Volume
4, Issue # 4 - December 18, 2005
More on Hulbert: Eliminating Ambiguities
A Concept Revisited: A Low Maintenance Portfolio
TSX Venture Pick: Solium Capital (SUM)
TSX Venture Pick: Grand Petroleum (GPP)
Watched List Update - AUR, GBT.SV.A, MRD, WLE Forest Sector Pick:
Sino-Forest Corporation (TRE)
Mining Sector Pick: Teck Cominco (TEK.SV.B) Mutual Funds: Marco's Power Performers
Venture Portfolio Update (Up 29.8% YTD)
Our Model Portfolio
Update (up 25.87% YTD, 208.04% since inception)
Volume 4, Issue # 4A - Dec. 31, 2005: The Rich Get Richer Portfolio |
Volume
4, Issue # 6 - January 15, 2006
Model Portfolio:
A Change in Our Buying Rules
Quarterly Review: Year End Review for 2005
TSX Venture Pick: Wrangler West Energy (WX) Resource Sector Pick:
Aber Diamonds (ABZ) Mutual Funds: Marco's Power Performers
Venture Portfolio Update (Up 29.2% since inception)
Our Model Portfolio
Update (up 5.57% YTD, 231.17% since inception) |
Volume
4, Issue # 8 - February 19, 2006
The Break Out Report Reader's Guide
TSX Venture Pick: Taseko Mines (TKO)
TSX Venture Pick: Choice Resources (CZE) Industrial Sector Pick:
Stella-Jones Inc. (SJ)
Services Sector Pick: FirstService Corporation (FSV.SV) Mutual Funds: Marco's Power Performers
Venture Portfolio Update (Down 4.65% YTD, up 20.0% since inception)
Our Model Portfolio
Update (up 3.03% YTD, 223.19% since inception) |
Volume
4, Issue # 10 - March 19, 2006
Book Review: Empire of Debt
TSX Venture Pick: Divestco (DVT)
TSX Venture Pick: Humboldt Capital (HMB) Services Sector Pick: Ritchie
Brothers (RBA)
Leisure Sector Pick: Intrawest Corporation (ITW) Mutual Funds: Marco's Power Performers
Venture Portfolio Update (Down 2.90% YTD, up 18.2% since inception)
Our Model Portfolio
Update (up 4.22% YTD, 226.92% since inception)
Volume 4, Issue #
10A - Mar. 31, 2005: The Rich Get Richer Portfolio - Up 9.76% |
Volume
4, Issue # 12 - April 16, 2006
Gold: Playing the Gold Bull Market
First Quarter Review of Our Watched List
Venture Portfolio Update (Up 3.45% YTD, up 22.9% since inception)
TSX Venture Pick: Uruguay Mineral Exploration (UME) Technology Sector
Pick: MacDonald Dettwiler (MDA) Mutual Funds: Marco's Power Performers
(175 Funds)
Our Model Portfolio
Update (up 7.60% YTD, 237.53% since inception) |
Volume
4, Issue # 14 - May 21, 2006
Analysis: The Good, the Bad and the Ugly
Venture Portfolio Update (Up -5.92% YTD, up 10.4% since inception)
Venture Upgrade: Commercial Solutions (CSA)
Alternative Energy Pick: WFI Industries (WFI) Industrial Sector Pick:
Wajax Income Fund (WJX.UN) Mutual Funds: Marco's Power Performers
(173 Funds)
Our Model Portfolio
Update (up 4.47% YTD, 227.70% since inception) |
Volume
4, Issue # 16 - June 18, 2006
Investment Strategy: Down Market a Good
Time to Look for Income
Income Trust Pick: GMP Capital Trust (GMP.UN)
Income Trust Pick: Vicwest Income Fund (VIC.UN) Income Trust Pick:
Foremost Income Fund (FMO.UN) Mutual Funds: Marco's Power Performers
(131 Funds)
Venture Portfolio Update (Down 8.86% YTD, up 6.9% since inception)
Our Model Portfolio
Update (Down 1.45% YTD, +209.13% since inception)
Volume 4, Issue #
16A - June 30, 2006: The Rich Get Richer Portfolio - Up 3.93% |
Volume
4, Issue # 18 - July 16, 2006
Book Review: Why Harry Missed Sally (Why
Harry Dent Got it Wrong)
Quarterly Review of our Watched List
Venture Pick: Skor Food Group (SKF)
Precious Metals Pick: Silver Wheaton (SLW) Mutual Funds: Marco's Power Performers
(124 Funds)
Venture Portfolio Update (Down 8.24% YTD, up 7.7% since inception)
Our Model Portfolio
Update (up 0.55% YTD, +215.41% since inception) |
Volume
4, Issue # 20 - August 20, 2006
The Markets: Beware the Ides of October
Financial Sector Pick: Pacific & Western Credit (PWC)
Income Fund Pick: Carfinco Income Fund (CFN.UN) Venture Portfolio: One
Year of the Venture Portfolio Mutual Funds: Marco's Power Performers
(119 Funds)
Our Model Portfolio
Update (Up 5.88% YTD, +232.15% since inception) |
Volume
4, Issue # 22 - Sept. 17, 2006
Book Review: How to Trade in Stocks by
Jesse Livermore
Sidebar: The Livermore Market Key
Income Fund Pick: Parkland Income Fund (PKI.UN)
Technology Pick: COM DEV International (CDV) Mutual Funds: Marco's Power Performers
(119 Funds)
Portfolios: Changes in Our Portfolio Management
Our Model Portfolio
Update (Up 3.85% YTD, +225.75% since inception) |
Volume
4, Issue # 24 - Oct. 15, 2006
Book Review: How I Made $2 Million in the
Stock Market by Nicolas Darvas
Quarterly Review of our Watched List
Mining Sector Pick: Inmet Mining (IMN) Mutual Funds: Marco's Power Performers
(83 Funds)
Our Model Portfolio
Update (Up 4.15% YTD, +226.71% since inception) |
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