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  1. CNX Gas Acquired! • January 30, 2008

    Dear Capital & Crisis Investor, Well, I thought CNX Gas (CXG:nyse) shares looked like a great buy and re-recommended the shares to you in your last issue. Apparently, Consol Energy agreed. Yesterday, it offered to purchase the remaining 18% of CNX Gas shares it does not already own. Consol is offering 0.44 shares in Consol Energy for [...]

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  2. Our Portfolio Ranked Top to Bottom • January 25, 2008

    “I suppose that wherever one goes, one sees in great measure what one expects to see.” –Edward Granville Browne, A Year Amongst the Persians Updates: CNS Dear Capital & Crisis Investor, “Water Bills Might Rise by 50%” said one headline recently in The Washington Post . For some customers in Maryland, where I live, we could see [...]

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  3. "There Around Us Lay Treasures…" • January 18, 2008

    “There around us lay treasures enough to pay off a moderate national debt, or to build a fleet of ironclads, and yet we would gladly have bartered them all for the faintest chance of escape.” –From King Solomon’s Mines, by H. Rider Haggard Dear Capital & Crisis Investor, So far, this is shaping up to be a January [...]

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  4. Today You Should Get Your Spinoff Shares • January 14, 2008

    Dear Capital & Crisis Investor, Today, you should get shares of Brookfield Infrastructure Partners (BIP-WI:nyse) in your account if you own shares of Brookfield Asset Management (BAM:nyse). I am not a tax expert — taxes go beyond what I cover here — but I feel I should give you a heads up about possible tax complications if [...]

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  5. Sell These 2 Stocks • January 11, 2008

    Dear Capital & Crisis Investor, Eventually, there would be coco brandy and palm shades and opium and all the fresh fish one could eat. But just as in the stock market, getting at the goodies can sometimes be rough going… The Paumotus Archipelago in the South Seas was a dangerous place to navigate in the late 19th century. [...]

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  6. Take Half Your Gains on BAM • January 7, 2008

    Dear Capital & Crisis Investor, Again, let’s play a little defense here and preserve a nice gain. We’ve got a 108% gain on Brookfield Asset Management (BAM:nyse). However, bad news brewing on the commercial real estate market has hit the stock and knocked it down from its high of $43. Today, it’s about $33. For the first [...]

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  7. January 2008 Issue: Singleton's Secret • January 1, 2008

    Who was Henry E. Singleton? And what was his great lesson for investors? Warren Buffett – maybe the greatest investor of all time – says Singleton had the best track record of any industrialist in the history of American business. That’s a strong statement from someone who ought to know. In fact, Buffett says that if [...]

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