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  1. One Sell… More Updates • December 18, 2008

    Action to take: Sell TimberWest (TWF-UN:tsx) UPDATES: NWPX, ASTE, ABB, BIP, APL, TNP, POT Dear Capital & Crisis Reader, This e-mail is long as hell, but has a lot of important stuff in it, including a lengthy update on the Paycheck Portfolio. This is also the last C&C alert for 2008. Next time I write you will be [...]

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  2. "You Can't Turn the United States Into Cash" • December 12, 2008

    “Some journeys are like that: You get on the wrong bus and realize it’s the right one after all.” — Kevin Rushby, Hunting Pirate Heaven UPDATES: POT, APL Dear Capital & Crisis Reader, Looks like we got our little Christmas rally. Since the S&P 500 hit the ugly mark of 752 on Nov. 20 it’s been sailing north, [...]

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  3. Your New Issue, One New Buy and One Sell • December 8, 2008

    I’ve come to think I don’t want to own Hutchison Telecom (HTX:nyse) anymore. There are a few things that push me to make the decision. First, HTX’s special dividend leaves it with a weak balance sheet during a time when you don’t want to have a weak balance sheet. HTX went from having gobs of cash [...]

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  4. AHP: The Story of a Great Depression Success • December 5, 2008

    “Trouble in mind, babe, I’m blue, but I won’t be blue always. Yes, the sun gonna shine in my back door someday.” – Big Bill Broonzy, bluesman Updates: PICO Dear Capital & Crisis Reader, Today is the 75th anniversary of the repeal of Prohibition. It seems we can’t escape looking back over our shoulders at the 1930s. We teeter closer to the sequel [...]

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  5. Note on HTX Special Dividend • December 3, 2008

    Dear Capital & Crisis Reader, Just a quick note to remind you of Hutchison Telecom’s (HTX:nyse) special dividend. The share price adjusted today to reflect the payment of the special dividend of $13.55 per U.S.-traded share. So, that’s why you see the price around $4 per share this morning. If you add in the $13.55, you [...]

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  6. One Stock to Buy (Again) and Not Worry • December 1, 2008

    Last month, I spent some time in San Juan, Puerto Rico. One day, we visited Old San Juan, the oldest settlement within the territory of the United States, with a history that begins in 1508. We also visited the old fort known officially as El Castillo San Felipe del Morro, or simply El Morro. The fort [...]

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