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A Call to Action: Sell this Bond ... Whether you own it or not!

February 11, 2004
Brad Bonga, Andy Hixson

Yes, you read the title correctly. We know of a bond that is such a great sale candidate that we are recommending you sell it even if you do not own it. Fannie Mae issued $125 million of the bond below earlier this week.

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The January 2003-2004 One-Year Look-Back®

February 5, 2004
The Disciplined Investor®

The purpose of this teleconference is to validate our methodology by looking back at The Disciplined Investor® Volume 10, Number 4, “The January 2003 Level Playing Field®,” dated January 16, 2003. We encourage you to review that document in preparation for the teleconference. If you no longer have it or have joined us since its publication, please call your advisor to have it sent to you.

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