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Archives of Back Issues

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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