OCTOBER 2009

SPECIAL ISSUE

A Sneak Peek at Amy Calistri's October 2009 Stock of the Month...

Key Statistics: Security Type: Common Stock Business: Liquor Distribution Buy Under: $65 Growth Drivers: Smart Geographic and Brand Expansion

What is Amy's "Stock of the Month" All About? We know the thousands of investment choices out there, choosing the best one for your portfolio is daunting. That's why we launched StreetAuthority's Stock of the Month -- to put the spotlight on one pick each month our in-house expert Amy Calistri believes is ready to soar. This single idea can be anything... a common stock... a closed-end fund... even preferred shares. The only thing Amy is focused on is making money for her subscribers. And to keep her focused, she buys and sells her recommendations in a $50,000 real-money portfolio. This month Amy singles out an alcohol distributor that has outperformed the S&P 500 2-to-1 since April. In today's report we'll profile her pick and see why she likes it for her $50,000 portfolio... The Pound's Revenge British investors love October's "Stock of the Month." Who wouldn't be satisfied with a company that grew profits by +6% and earnings per share (EPS) by +9% during the first half of 2009? If it's doing this well in such lousy conditions, as the global economy picks up, this stock should kick into overdrive.   And this stock looks even better for U.S. investors. It's a currency thing. Starting in the summer of 2008, the pound dropped to a historic low as the mass of investors fled to the safety of dollar-denominated U.S. Treasuries. Going forward, however, the pressures on the U.S. dollar look to outweigh the pressures on the pound. The pound is rising from its lows -- it's up +20.8% since March -- and doesn't show signs of stopping. Thanks to the rising pound, U.S. investors can lock into the October "Stock of the Month" with far less risk than their British counterparts. They stand to get an added boost as the British pound continues to rise from its historic 25-year low. Every penny the pound rises adds to the profits of a U.S. investor in this British ADR. Right now you can own shares of October's "Stock of the Month" -- a growing London-based company -- at an unusually good price point. Even if the value of the British pound doesn't appreciate, you're getting a solid deal.

How a Bright Young Engineering Student Became a Poker Junkie -- and Why That’s Good News for Investors      Hello, I'm Amy Calistri.      I run StreetAuthority's Stock of the Month advisory... but I've never worked a day on Wall Street.      I've rarely even worked in an office. In fact, I've spent more time at a poker table than behind a desk. And I'm a better investor for it.      Poker and investing are kissing cousins. You have to know when to place a bet... when to go all in... and when to fold. But the real key to winning at both is to be a ruthless money manager.      I didn't set out to be a poker junkie. I got an engineering degree at Columbia... and a masters at the University of Texas.      I earned a Series 3 certification in commodities and futures. I've created investment education courses used by the major investment houses. I've been published in economics and statistics. I've provided financial analysis in commercial litigation. (My legal team once won a $100 million settlement for a telecom patent holder.)      When people hear that I play poker, they envision a reckless gambler. As an investor, they think I must feed off wild speculative plays. That couldn't be further from the truth.      Any time I put my cash on the line -- at the table or in the market -- I want to know the odds are on my side. That's what Stock of the Month is all about: Finding just one great investment idea each month, where the odds are squarely stacked in your favor.       By covering the investment waterfront -- and not just a single sector -- I'm always finding  something in a bull market. And that's what I'll bring to you in every issue of Stock of the Month. -- AC

And if the British pound continues to appreciate, this ADR's share price is going to appreciate even faster. For example, let's assume the London shares were to appreciate just +5% in a year's time. Let's also assume that the British pound returns to its August 2008 valuation. In a year's time, you would have a gain of +30.4%. And that's without factoring in the dividend.   

But let's drill down a little deeper and see why Amy likes the company behind October's "Stock of the Month."

Tell me the name of Amy's "Stock of the Month"!

Amy Calistri focuses her attention on a single pick each month. Since her focus is so narrow, she makes sure her picks have an edge.

What Gives This Security Its "Edge" Over the Competition?

Strong Brand Portfolio: This company is responsible for a number of popular premium liquor brands, including the world's #1 liqueur. It sports some of the most popular beer brands in the world, and also owns a number of wine brands.   

Brand loyalty among drinkers is especially strong, sometimes spanning generations. This company's established brand name recognition has prevented competitors from encroaching on market share and has also made the company's sales particularly resilient during economic downturns.

While people may "brand down" in the cereal aisle at the grocery store, you won't find too many drinkers who will trade their Guinness for a Bud.

Smart Geographic Expansion: October's "Stock of the Month" isn't just maintaining market share and sales -- it's growing fast.

It operates in 180 countries and territories across the world and is still expanding its global reach. About 30% of its sales come from North America, 30% from Europe, and 35% from Africa, South America, and Asia. 

Africa is one of its fastest growing regions, with net sales up +20% in the last half of 2008. It has growing brand recognition in Malaysia and Indonesia. And it just announced a new joint partnership to distribute its brands throughout Japan.

The Dividend Cushion and Bump: This company offers a dividend yield of 3.5%. This makes for a nice little income boost or a safety cushion against share price volatility. This company has a strong history of raising its dividend, so locking in your 3.5% yield today probably means you'll see a higher yield on your investment in the future. It raised both its interim (paid in April 2009) and final (payable in October 2009) dividend rates. In fact, it has grown its dividend by +30.8% over the last five years.

If the pound continues to recover, as Amy believes it will, U.S. investors will see their dividend payout rise in step with their share price.

Unlike so many companies that are having trouble covering their dividend payments, this liquor distributor's payout ratio is at a comfortable 55%. Because of a U.S. tax treaty with the UK, the ADRs' dividends are not subject to any foreign withholding taxes. Its dividends also qualify for the reduced 15% U.S. tax rate, making them a smart choice for taxable accounts.

Bargain Price: No matter how you size up value, this stock is cheap. It is now trading at its lowest P/E ratio in more than a decade. At its peak, its P/E was once over 61.6 -- now it's just 14.8.

Out of the 178 publicly traded companies classified as distillers and vintners, this stock had the third highest return on equity -- at 48.25%! Amy's October "Stock of the Month" had the third lowest PEG ration (P/E divided by long-term growth rate) at only 1.13. These are the kind of numbers that get Warren Buffett excited.

With all of these bullish factors in mind, you might want to lock in this security's growing dividends, considerable safety and unparalleled growth opportunity. If you're ready to learn the name of Amy's "Stock of the Month," plus join the thousands of other satisfied subscribers to StreetAuthority's Stock of the Month newsletter, then please visit the link below.

Tell me the name of Amy's "Stock of the Month"!

    I've dealt with plenty of colorful characters in my 26 years in investment publishing. But I've never run across anyone quite like Amy Calistri.

     Amy has hit the nail on the head so often that it finally hit me: why not send Amy's monthly memos to everyone?

     So I started Stock of the Month. It's the perfect way to go public with what Amy's doing with her own money.

     Why am I taking this step now? Because Amy has great market-timing instincts and has made huge profits in this bear market.

     Switching her portfolio into cash last summer was a gutsy move. But it saved her from the vicious downdraft in the market and actually put money in her pocket instead. I think any investor would like to know the next move she takes to make money in a bear market. I certainly do.
 

     Stock of the Month is radically different from most newsletters. It is as simple as investing gets -- just one pick per month. Amy will send you her best investment idea every month -- just like she's been doing for us in-house for the past few years.

     Just like her internal memos, Amy's "Stock of the Month" might occasionally be an ETF, a mutual fund or even a bond. But it's always just one idea -- no exceptions.

     I like that idea. Nothing focuses the mind like knowing that you only have one shot at the prize... and that there are no "do-overs." Give an archer 10 shots at a target and his first few will probably be warmups. Give him one shot -- and you get his absolute best effort.

     Now and then Amy offers an alternative to her Stock of the Month for investors looking for more income or a cheaper price point. But she focuses on only one pick a month, and adds just one pick to her portfolio, Amy also gives you stop losses and target prices for her picks -- so you know when to take your profits and when to get out if things don't work out.

      Most newsletters have a hypothetical portfolio. Not Stock of the Month. Our portfolio is the real thing.

      Amy actually buys and sells each month's pick in a real brokerage account. I gave her $50,000 to put into a real account at Interactive Brokers. (I wanted to put in $250,000, but she convinced me to start off slow.)

     I may be the publisher, but I want to make money in the market, too. With the boss's money on the line, that should keep her focused!

     Every month Amy will send you a new recommendation. 48 hours later, she'll actually buy it in our Interactive Brokers account. We'll provide a link to our monthly statement in every issue of Stock of the Month. You'll see exactly how well we're doing -- after commissions -- with zero BS.

     Wall Street is packed with so-called analysts who tell you all day which stocks to buy. Not many have the courage to put their money where their mouths are.

     By contrast, StreetAuthority invests alongside its customers. You'll not only mirror our performance, you might well beat it. Because we'll always wait until 48 hours after Amy recommends a trade before we buy it for our own portfolio. With a 48-hour advance warning, you can beat us to the punch.

     At the end of the year, we'll have 12 names in the portfolio (unless Amy has sold any along the way). But we'll never have more than 12.

     With only 12 stocks, Amy can watch over each one like a hawk.

     Once the portfolio is fully loaded with 12 stocks and Amy wants to add another, she will kick out the weakest link using the ''pigs at the trough'' strategy. When a hungry pig approaches a crowded feeding bin, it has to shove aside a weaker one to get in. She'll use this same survival-of-the-fittest approach to replace good stocks with even-better ones.

      Even before the portfolio reaches 12, if Amy thinks a stock has run its course,  she'll remove it. She doesn't have to wait until the portfolio is full to start selling. As a subscriber, you'll receive alerts whenever Amy decides to sell a stock -- even if it's between issues.

     Amy's service is a stock-picker's letter. She's not investing in "the stock market," but in individual companies. Invest this way and the worries that bedevil most investors simply vanish. You don't have to worry about oil prices, interest rates, the dollar, or what the Fed is up to -- because every "bad" economic development actually helps some investment or other.

     Even in this lousy market plenty of stocks are doing great. The recession has been a bonanza for for-profit education companies as tens of thousands of laid-off job hunters sign up for retraining. In the past year the stock of Career Education has jumped +58%... Corinthian Colleges is up +33%... and Apollo Group is up +21%.

     Companies that cater to tougher economic times are doing well, too. 99 Cents Only Stores is up an appropriate +99% over the past year… Aaron Rents is up +26%... Family Dollar is up +27%... and Dollar Tree is up +20%. And the budget-oriented car rental firm, Dollar Thrifty Automotive Group, is up +302%.

     Do-it-yourselfers who want to save money on car repairs in these lean times have helped drive up the stock of Autozone by +17% in the past 12 months. Advance Auto Parts is up +15%... and Monro Muffler is also up +15%.

     Don't forget that some economies around the world are still thriving. Which means U.S. companies that sell to those markets are also doing well.

     Coca-Cola just reported impressive earnings thanks to overseas demand. IBM sells its products and services in 166 countries, so it is profiting, too. It recently beat its quarterly earnings expectations by so much that its stock jumped +12% in a single day.

     And despite the economic headwinds, the biotech space is humming.  Immunogen is up +164% over the past year... Geron is up +120%... Biovail is up +71%... Optimer Pharmaceuticals is up +95%... and Dendreon is up a stunning +422%.

     You don't have to be right 100% of the time -- no one is. And you don't have to perfectly time the tops and the bottoms. As the stocks above prove, all it takes to outperform the market is just one good idea. That's what Stock of the Month is all about.

     If Amy has been able to find pockets of rising stocks in this bear market, imagine what is in store for us as the market turns around.

     The market is looking better than it has in months, and I'm going to be investing right along with her every time Amy makes a call. I plan on making some serious money. I hope you join me.

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     As soon as we hear from you, we'll rush you these detailed reports Amy has released on three of her "must-buy" stocks right now:

1) Obama Healthcare Boom: This Niche Medical Player Will Profit from a Virtually Guaranteed Revenue Stream          This fast-growing small-cap is first in line for the $19 billion earmarked for electronic healthcare spending in Obama's latest stimulus package.      The company offers a simple, one-stop solution for all electronic record keeping. It provides the software -- which covers everything from admissions to billing to chart sharing -- as well as the hardware and technical support. Customers pay a continual fee for this support so the revenue stream from a single sale lasts for years.      It already serves 650 hospitals in almost every state... and that number should only increase because hospitals that adopt its digital record technology will get higher payments from Medicare and Medicaid in the future.      Uncle Sam has given you a slam dunk with this one... a way to hit the digital record technology jackpot. It looks like the insiders agree. Three corporate officers have bought the stock recently and so far their investment is paying off. The stock is hitting all-time highs in this rough market. This is the sort of right-place, right-time stock that can give you a ten-bagger with a little patience.   2) Bonanza Down Under: Best Foreign Profit Play for the Next 12 Months      When the global economy takes its first baby steps toward recovery, resource-rich Australia will rebound strongly... and well before most other countries.      Amy's favorite way to reserve your profits now is with a closed-end fund yielding 14.2% that has consistently beaten the Australian market by a wide margin.       Rather than spread assets thinly among hundreds of holdings, its managers stick to their few best ideas. They run a concentrated portfolio of about 30 stocks... but they cover everything from utilities to healthcare.      These guys know what they're doing. In the boom times between 2003 and 2007, shareholders enjoyed five consecutive years of +20% or better gains. During that span the shares more than quadrupled in value. Even after the worldwide stock selloff, this fund is still up +246% since 2001 -- versus just +155% for the Australian market.      Yes, Australian stocks have been hurt by the double whammy of a depreciating currency and the commodity meltdown. But with both these forces starting to reverse, and with a pair of new stimulus packages in the works, this market is ripe for a turnaround. And when it moves, this ETF will soar again.   3) Blue Gold: The Best Water Play in the World Right Now      If you think oil is a must-have liquid, think about water for a second. No alternative exists for it. Nothing can ever replace it. Less than 3% of the world's water is fresh, and there's no more of it now than there was a million years ago. But six billion thirsty people must now share it.      Already, more than one billion people each day don't get enough clean water to drink, bathe or wash clothes. The U.S. has its own share of water problems. Summer is still months away, yet California has already declared a water shortage "state of emergency," triggered by its third consecutive year of drought. Texas cattle ranchers have suffered $500 million in losses since November as they continue to struggle with a lack of water.      Because people will spend their last dime for a substance they need to survive, Amy is bullish on water. Rising water prices will make fortunes for investors who position themselves now to profit from upcoming shortages. The most obvious way to profit is to buy water-company stocks. And the easiest way to do that is with this gem of an ETF that has outperformed the S&P 500 by more than +100% since its inception.      As infrastructure dollars flow from economic stimulus packages around the world, many countries will be pouring billions into upgrading and repairing their water works. This ETF gives you the world's largest water-infrastructure players in a single cost-efficient package. Powerful trends in economics, politics and our changing climate are in your favor on this one.

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I'm offering three-month subscriptions for just $19.95. That's 50% off the $39.95 I usually charge for quarterly subscriptions to all our other premium investment advisories.      The price is really immaterial at this point. Because you can try it free to see if you like it. If you vote thumbs down, I'll return every penny you paid. Simply notify us within the first 90 days. You can keep your three special reports and all of your issues as my thank-you gift for giving it a try.      So what do you say? If you're ready to try the simplest and easiest way to invest you'll ever find... take me up on this no-lose offer today.      Let me be the first to welcome you to Stock of the Month... and let's make some money together! I've got $50,000 on the line here... and I want it to be $100,000 by this time next year! Click to Order

Your satisfaction is fully guaranteed.  If you are not completely satisfied, simply alert us within the first 90 days for a complete, no-questions-asked refund.  After 90 days you will receive a pro-rated refund for the remaining months of your subscription. You have nothing to lose and you can cancel at any time.

Sincerely,

Lou Betancourt, Publisher
StreetAuthority's Stock of the Month

P.S. Refunds are a snap. StreetAuthority offers the easiest money-back guarantee in the business: We don't make you jump through hoops if you want a refund. Just click on the unsubscribe button at the bottom of every issue... and we'll return whatever you paid. Keep your research reports as a thank-you gift just for trying out Stock of the Month.