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The Perfect Investment
By Jeff Clark

July 16, 2007

This investment has everything.

It offers high dividends along with terrific potential for growth. It focuses on long-term value, yet still offers the opportunity for short-term gains. It's profiting from sectors as popular as oil and gold, and as uncommon as rare stamps and Japanese real estate.

It's the S&A Alliance membership, and it's the single-best investment I ever made.

Now, before you go and dismiss this as some sort of shameless promotional plug, stay with me for a few moments...

I spent more than 20 years in the stock brokerage industry. During that time, I subscribed to dozens of newsletters, and I paid for some of the most expensive research on Wall Street. And, I'm telling you, The Alliance membership was not only the best research I ever bought, but also the best value for my money.

I was so impressed with the quality of the S&A research that when I decided to retire from the brokerage business, I contacted S&A about publishing my own research. I didn't even consider writing for anyone else.

The Alliance membership has it all. If you're looking for income, then there's Tom Dyson's 12% Letter and Sean Goldsmith's Dividend Grabber. And, in the fall, we're unveiling my new covered-call writing service, tentatively titled S&A Monthly Income. All three of these letters present high-income opportunities with limited downside risk.

Long-term, value-oriented investors won't find anything better than Dan Ferris' Extreme Value and S&A Penny Letter. Dan is the best value guy in the business. When I was managing money for clients, I used Dan's ideas almost exclusively to fill out the value portion of their portfolios.

For growth ideas, The Alliance membership includes Porter Stansberry's Investment Advisory, and Graham Summers' Inside Strategist. Porter and Graham have amazing track records. Their unique approach to research generates terrific ideas that pay off remarkably well.

Sector-specific investors have to love Matt Badiali, our resident geologist, and his two investment services, S&A Oil Report and S&A Gold Report. And Rob Fannon is, without a doubt, the best medical researcher I've ever seen. His Medical Investor newsletter is a new service that's already racking up terrific returns with terrific ideas.

Finally, there's Steve Sjuggerud's True Wealth and Sjuggerud Confidential. Steve is arguably the most successful newsletter writer in the business. He's a young pup, but he's been writing his letter longer than all the rest of us. And his mantra of "buy 'em cheap, hated, and in an uptrend," is repeated often by just about all of us at S&A.

Oh yeah, and then there's my options trading service, The S&A Short Report. We've already closed out 23 trades so far this year, and we profited on 19 of them. Five of those were up more than 100%. It's been a pretty good first half of 2007, and I'm hoping to do even better in the second half.

You get all of this stuff with an Alliance membership. But the real reason to join – the No. 1 reason to become an Alliance member – is to come to the annual Alliance Conference, which will be held in Cancun this November.

Each year, all of the S&A editors are challenged to come up with their best investment idea for the coming year. And they unveil their ideas at the annual Alliance Conference. As you might imagine, when you gather a group of highly competitive researchers together and invite them to bring their best ideas, you get some truly amazing results.

The first time I presented at the Alliance Conference was two years ago. I was the new kid on the block and was anxious to make a good impression. So, instead of one idea, I offered two. The first stock, North American Palladium (PAL) doubled in just three months. And my second pick, Stillwater Mining (SWC), gained 80% in five months.

At last year's conference, I recommended Pike Electric (PEC). The stock is up more than 50% in less than eight months.

I'm already working on a recommendation for this year's conference. As good as the previous picks turned out, I want to do even better. Heck, I have to. All the other editors are doing the same thing.

It's going to be an amazing conference. The catch? You have to be an Alliance member in order to attend.

I hope you'll consider joining The S&A Alliance. It is truly the best research you'll find anywhere, and it's a terrific value. And I'm not just speaking as an analyst for S&A. Remember, I was also a client.

Best regards and good trading,

Jeff Clark

Investors Seek More Exotic Funds
As investors range far afield in search of places to put their money, hedge funds have expanded investments beyond stocks and bonds into art, wine, rare stamps and even soccer players. Money managers have begun to look at these so-called exotic assets as way to diversify risk while searching for assets that may provide a cushion if the five-year market boom comes to an end. Critics, however, call them to risky and opaque.

The funds have begun to rely on the record year-end bonuses found on Wall Street and the inflow of new wealth from developing countries like China and Russia to drive up demand and the prices of luxury items like wine, watches and violins. The expectation is that demand would continue even if the economy moves into a recession. Read on...

Iran Wants Yen... Now
Iran asked Japanese refiners to switch to the yen to pay for all crude oil purchases, after Iran's central bank said it's cutting holdings of the U.S. dollar.

Iran wants yen-based transactions "for any/all of your forthcoming Iranian crude oil liftings," according to a letter sent to Japanese refiners that was signed by Ali A. Arshi, general manager of crude oil marketing and exports in Tehran at the National Iranian Oil Co. The request is for all shipments "effective immediately," according to the letter, dated July 10 and obtained by Bloomberg News. Read on...


World's largest public company ExxonMobil breaks $500 billion mark... up 24% this year.

World's second-largest public company General Electric makes new 52-week high... crosses $40 for first time since March 2002.

Korean steelmaker Posco hits new high... up 89% this year.

Defense, heavy construction, telecom, and raw materials continue leadership.
Last Change 52-Wk
S&P 500 1547.70 1.91% 22.97%
Oil (USO) 54.74 0.15% -23.05%
Gold (GLD) 66.05 0.93% 1.74%
Silver (SLV) 130.03 1.23% 12.17%
US Dollar 80.64 -0.12% -6.04%
Euro 1.378 0.17% 8.46%
VIX 16.64 9.76% 26.64%
HUI 353.07 -0.99% 1.70%
10-year yield 5.08% -0.08 -0.02

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Company Sym Industry

Petro-Canada

PCZ

Big Oil

SK Telecom

SKM

telecom

Chevron

CVX

Big Oil

Leucadia

LUK

holding co

Alcoa

AA

aluminum

DryShips

DRYS

shipping

Garmin

GRMN

GPS

Cal-Maine Foods

CALM

eggs

Hess

HES

oil refining

Enterprise Products

EPD

pipelines

BG Group

BRG

natural gas

IPSCO

IPS

steel

Energizer Holdings

ENR

batteries

China Mobile

CHL

telecom

Foster Wheeler

FWLT

infrastructure

Apple

AAPL

computers

International Paper

IP

paper products

Fluor

FLR

infrastructure

General Electric

GE

conglomerate

Caterpillar

CAT

machinery

Starwood Hotels

HOT

hotels

Freeport McMoRan

FCX

copper & gold

AK Steel

AKS

steel

Del Monte Foods

DLM

food products

Constellation Energy

CEG

utilities

Thai Fund

TTF

Thai stocks

Kennametal

KMT

drill bits

Maxim Integrated

MXIM

semiconductors

BASF

BF

chemicals

J.B. Hunt

JBHT

trucking

GulfMark Offshore

GMRK

oil drilling

Lyondell

LYO

chemicals

BP

BP

Big Oil

Korea Electric Power

KEP

utility

Taiwan Fund

TWN

Taiwan stocks

Celanese

CE

chemicals

3M

MMM

conglomerate

Altera

ALTR

semiconductors

Nokia

NOK

cell phones

Diana Shipping

DSX

shipping

Chicago Bridge & Iron

CBI

construction

Overseas Shipholding

OSG

shipping

Amazon

AMZN

online retail

MasterCard

MC

credit cards

Southern Copper

PCU

copper

ConocoPhillips

COP

Big Oil

Monsanto

MON

agriculture

Petrobras

PBR

Big Oil

Alexander & Baldwin

ALEX

shipping

Posco

PKX

steel

Occidental Petro

OXY

oil & gas

Pike Electric

PEC

utilities

Navios Maritime

NM

shipping

Schnitzer Steel

SCHN

scrap steel

Quintana Maritime

QMAR

shipping

Smithfield

SFD

meat products

Research In Motion

RIMM

BlackBerrys

Ultrapetrol

ULTR

shipping

Alumina

AWC

basic materials

Shaw Group

SGR

infrastructure

Potash Sask

POT

mining

Comp Siderurgica

SID

steel

Bayer

BAY

Big Pharma

Total

TOT

Big Oil

Sanderson Farms

SAFM

meat products

Texas Instruments

TXN

semiconductors

Schlumberger

SLB

oil services

Omega Navigation

ONAV

shipping

Target

TGT

retail

Sasol

SSL

oil refining

ExxonMobil

XOM

Big Oil

Company Sym Industry

Comstock

CHCI

homebuilder

Opteum

OPX

mortgage REIT

Idenix

IDIX

biotech

Journal Register

JRC

newspapers

Trump Entertainment

TRMP

casinos

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