Dan Sullivan Recommends the Following Mutual Fund: DODBX.Business Editors CHICAGO--(BUSINESS WIRE)--Dec. 10, 2002 Dan Sullivan For other uses, see Dan Sullivan (disambiguation). Daniel "Dan" Sullivan was a fictional character in the popular BBC soap Opera EastEnders. He was played by Craig Fairbrass. likes a lot of what he's seen in the market recently, but still isn't quick to throw his line back in the water. Make sure you're ready to reel in some profits when the waters calm down by using this Pro's featured fund recommendation on Dodge & Cox Balanced (OTC OTC See: Over-the-counter. OTC See over-the-counter market (OTC). :DODBX) as bait. http://featuredexpert2bw.zacks.com/ Here are the highlights from the Featured Expert column: The plus side of the ledger shows we are in the favored seasonality period of November through April, stocks have become less overvalued Overvalued A stock whose current price is not justified by the earnings outlook or price/earnings (P/E) ratio and thus, expected to drop in price. Overvaluation may result from an emotional buying spurt, which inflates the market price of the stock or from a deterioration in a , and in some cases undervalued Undervalued A stock or other security that is trading below its true value. Notes: The difficulty is knowing what the "true" value actually is. Analysts will usually recommend an undervalued stock with a strong buy rating. , when compared with returns on government securities. Most importantly Adv. 1. most importantly - above and beyond all other consideration; "above all, you must be independent" above all, most especially , Alan Greenspan Alan Greenspan Dr. Greenspan is Chairman of the Board of Governors of the Federal Reserve System. Dr. Greenspan also serves as Chairman of the Federal Open Market Committee (FOMC), the Fed's principal monetary policymaking body. and the Fed policy makers have vowed not to let deflation take over. Purchasing issued notes and bonds has the effect of flooding our system with liquidity and thus encouraging real investments. Of course, this could be inflationary but would be far superior to deflation. Until Sullivan sees an across-the-board move in stocks with new leadership emerging, his advice is to stand aside. FEATURED FUND Dodge & Cox Balanced (OTC:DODBX): The fund was established in 1931. Its investment objectives are income, conservation of principal and long-term growth of principal and income. Current asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. is 61% stocks, 32% bonds and 5% cash. This fund is a perfect fit for Sullivan's Balanced strategy. Not only has it an excellent long-term track record (up 34 of the last 41 years), the performance complements his risk averse Risk Averse Describes an investor who, when faced with two investments with a similar expected return (but different risks), will prefer the one with the lower risk. Notes: A risk averse person dislikes risk. strategy. You've only got a fraction of the story! Dan Sullivan offers much more information on the market and a listing of relative strength ratings. Find the Strongest Funds and get more detailed information on DODBX by clicking: http://featuredexpert3bw.zacks.com/ About Zacks Featured Experts To be a successful investor you need professional advice. Experts who know what they're talking about and can help you achieve your financial goals in good markets...and especially in bad ones will help you improve your portfolio. That is why Zacks Investment Research Zacks Investment Research A firm that compiles earnings estimates and brokerage firm investment recommendations for thousands of publicly traded firms. has assembled the best investment experts in the business to offer their powerful advisory newsletters to you on all the major investment topics: Stocks, Mutual Funds, Bonds, Options, Futures etc. Recommendations from Featured Experts Highlighted in FREE Investment Newsletter The best way to tap into the powerful advice from these experts is through our free weekly e-mail newsletter, "Profit from the Pros". 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For your free newsletter, visit http://www.freeprofitbw.zacks.com Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security. |
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