Time to Buy?! Introducing the RevolutioNewsletter

I told you guys a few weeks ago that I think right now, as the economy and markets accelerate their downside pain, is a great time to be hustling, working, bleeding and setting yourself up for the next boom. And while the next boom is probably at least another year or two if not five years away, there will indeed be another boom.

I told viewers on Happy Hour tonight that I'm looking to start slowly but surely stepping into some individual stocks for the first time since I publicly sold everything we owned and closed my hedge fund and sent all my partners all their money back when I took this job at Fox Business Network in October 2007. The markets are down nearly half since then.

I will be detailing much of my strategies for buying stocks and options and investing in gold in my new newsletter, the RevolutioNewsletter. Here's the first couple pages of the inaugural issue. Visit RevolutioNewsletter.com to sign up today and get it for half price for a limited time:

You know the bad news; after all, it's everywhere you look: on TV, in the newspapers and on the Net. The boom times of the last five years (or twenty-five years, really) have turned to bust. The macroeconomic cycle that was so full of virtuous cycles creating bullish financing opportunities and incredibly easy access to capital for consumers (credit cards, home mortgages, etc.) and companies alike (commercial paper, selling bonds to buy back stock, etc.) has turned vicious.

Yes, the government now sends welfare to any company that foolishly lent money to bad actors in the good times, and the government sends welfare to any person who borrowed any money in the bad times. Apparently, welfare systems aren't just for poor people and start-up businesses anymore. No, the government has instantly created new systems for the ownership class of individuals to pawn their trillions of dollars of losses onto the renter/saver class. And the government has also instantly created new systems for the largest corporations to pawn their trillions of dollars of losses onto the smaller, smarter, healthier companies, losses that they're facing since they didn't prepare for the ongoing rainy day that we're all living through.

Yes, that's the TARP package and all the power it's given to the Treasury and the Federal Reserve and the incredibly unsophisticated bureaucrats at the FDIC. And none of that is bullish or good for earnings or good for the market.

Believe it or not, that's also the good news.

Yes, the system has been turned on its head so badly and the problems in both the economy as well as the problems in the actual wrongheaded fixes that the Republican/Democrat Socialists have put into our system to try and fix those problems are actually setting us up to put in some real bottoms and see some incredible money-making opportunities arise for those who have the patience and vision to start positioning and planning for the next phase of these markets.

And that's where the RevolutioNewsletter comes in. Long time readers also know that I stepped in and actually launched a hedge fund when the previous economic downturn reached its nadir in October 2002. Over the course of the next couple years, we stepped in and loaded up on many great stocks when they were literally being given away because people were so scared that they'd never generate reliable earnings or cash flows again. We wrote about and bought names like Apple when they were literally being given away for less than the amount of net cash they had on their balance sheets -- it's as if we were able to buy the company for less than they had in their own checking account and the checking account of course came along with them.

Apple was at $7 a share back then, and they had slightly over $7 a share in net cash when we bought it and wrote about it. (I sold all of my partners’ and my stocks before I started at Fox, so my last sell of the Apple I originally bought at $7 was at about $150, which long time readers all read about in real-time). Read in more detail below as I outline why I plan to slowly but surely build my own Apple position back up, using both options and common stock strategies that I’ll delineate for subscribers in real-time again. Today, Apple's now got over $27 a share. Yup, up from $7 a share to $27 a share in net cash in the last five years. That’s real fundamental results and shareholders will enjoy similar results in coming years. But we’ll need to be patient and stay on top of this company and its strategies and its finances during these tumultuous times we’re living in.

We’ll need to be patient and stay on top of all our individual stock picks, controlling how we allocate our capital as we overlay the broader economic cycles with the strategies that will minimize risk while maximizing long-term profit potentials.

You know me – it’s always all about the SLOW MONEY!

Over the next few months, I’d be looking at picking up 1/3 of how much I’d eventually want to own in each of the four stocks I discuss below. These companies all have tons of cash and no debt and are dominant in their respective fields with huge gross margins and lots of repeat business. All-important things all the time, but with the cash and no debt criterion, more important than usual right now because of the financial markets Revolution/Depression we’re living through.

So to be clear then, if you want to eventually own $100,000 of each of these stocks (appropriate for someone who has perhaps $1 million in liquid investments and retirement accounts – if you have ten times less, then you might only want to eventually own $10,000 of each of these stocks, etc.) then you’d begin by starting to scale into only $30,000 of each of these names between now and the first quarter of next year.

The time will come to start buying some long-dated call options to really juice the upside. But that’s at least several quarters off, given this nasty bear market and ugly economic set up.

In addition to the stocks I outline below, I also plan to start buying some more gold, and I plan to be doubling my allocation to gold over whatever I plan to expose to each of these common stocks in the next year or two. With gold right now at $739, it’s about 1/3 the price I expect it to reach over the next three to five years -- $2,000. Remember – that’s long term, baby. Slow money, right?

Onto the stocks then...

Visit RevolutioNewsletter.com to be one of the first to sign up for the RevolutioNewsletter, and, for a very limited time, get it for half price -- only $10/month or $100/year.