National Media Coverage
Apple Vs. Google - January 13, 2010
 Alan B. Lancz, of wealth manager Alan B. Lancz & Associates in Toledo, Ohio, started buying Google and Apple shares in December, 2008. He stopped buying when Google, now at 600, passed the limit of 365 he had set for the stock last April. Apple, now at 210, passed his limit of 130 last May. Lancz raised his six-month price estimates in November, to a range of 620 to 680 for Google and 215 to 235 for Apple. "We like the companies but definitely wouldn't be buying them now," he says. Read article
Investing Lessons for 2010 and Beyond - January 4, 2010
 The decade left behind will go down as one many would like to forget, but for those who fail to realize that very powerful lessons from "Auld Lang Syne" still ring true today, that old times and lessons learned should not be forgotten. Read article
Finding Opportunity into 2010 - December 30, 2009
 The time to add portfolio risk was last year, now is the time to add global dividend leaders companies and take profits as valuations continue to rise into next year in the growth oriented names we highlighted one year ago. Watch video
Reducing Risk While Rotating into Low Expectation High-Quality Leaders - September 8, 2009
 Mark Haines and Erin Burnett interview Alan B. Lancz regarding his strategies of reducing risk by taking profits in certain recommendations that have outperformed and re-deploying capital to other depressed high-quality, low expectation leaders. Watch video
Lancz Recommends High-Quality Stocks into Weakness - January 30, 2009
 Alan B. Lancz recommends buying high-quality stocks into weakness and avoiding U.S. Treasuries that most investors are flocking into. The time to buy Treasuries was last year - not in 2009. Watch video
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Local Media Coverage
Alan B. Lancz Talks Government Bailout
 Alan B. Lancz speaks with WTVG's Lee Conklin along with Bill Hormann about recent market volatility and the government bailout plan. Watch video
WTOL features Alan B. Lancz
 Back in January 2008, headline local news WTOL of Toledo interviews Alan B. Lancz to give general advice to local investors worried about recent market volatility. Watch video
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Money Management Update - 4th Quarter 2009
 Our Strategic Profit Taking recommendation back on June 1, 2007 actually was a critical component to the successful buy recommendations we made over the past 14 months. It was definitely easier for us to recommend Goldman and J.P. Morgan last November after warning about the financials at much higher levels... Click here to read the full update
Alan B. Lancz and Associates, Inc. Portfolio
Click here to view the Alan B. Lancz and Associates, Inc. Corporate Portfolio
The Wall Street Transcript Interview
Proactive Research & Investment Strategies
Alan B. Lancz is President of Alan B. Lancz & Associates, Inc. and Director of Research at LanczGlobal.com. He started his own investment advisory firm shortly after graduating from The University of Toledo nearly 30 years ago. He has established a national reputation for his client-oriented advice and proactive research and investment strategy. For over two decades, he has been featured and quoted in a variety of well respected media including The Wall Street Journal, Barron's, CNBC, The New York Times and Bloomberg among others. Alan B. Lancz & Associates, Inc., offers a full array of fee-based wealth management services as an independent adviser working directly with each client or institution. Clients range from ultra high net worth family accounts to corporations, non-profit organizations and a variety of cash management and retirement plans... Click here to read the full article
Protecting Your Nest Egg in a Recession
OUR THOUGHTS AT THE MARKET PEAK - OCTOBER 2007...
 Alan Lancz is president of Alan B. Lancz & Associates Inc., a professional money management
firm in Toledo, Ohio. Lancz says one of the key factors in a successful portfolio in any type of economy is managing risk. He also has taken the unusual
step of fully disclosing to his clients, on a real-time basis, the holdings in his personal and retirement portfolios, and his company's corporate holdings.
It's important to be strategically in the right areas or sectors of the market. In May 2007, we recommended selling the real estate investment trusts (REITs), utilities and financials.
The financials comprise more than 20 percent of the S&P 500. If you look back at 2000, technology was over 20 percent, and whenever you get a sector that comprises so much of the
market it's usually a concern, a red flag should go up to investors.
They've gone down quite a bit, so it's not as worrisome, but in our estimation there's too much uncertainty. We don't know if another shoe will drop as far as subprime. Usually when there's
fallout that will take longer -- just like with technology, it took more than a year for the sell-off to correct all the excesses in technology -- and we kind of see that with the financials,
so it's an area that we would still avoid.
Being in the right areas and, if we're looking at potentially a recession or at least an economic slowdown, being in more defensive areas is
important. We're right now underweight on consumer discretionary mainly because a lot of the economic growth has been the consumer, and with the problems with housing and credit concerns, we
think it will be much more difficult for the consumer to be the main catalyst for the U.S. economy. We're overweight on more defensive issues such as health care, telecom and technology. And we're equal weighting consumer staples.
Be proactive, not reactive
It's more a matter of being in the right companies. Even in technology we're overweight, but our overweight is from a year ago. We plan on selling, and that's my second point: being proactive rather than reactive.
What I mean in that regard is we recommended selling the financials and REITs and the utilities in May -- we're going to be selling into the technologies because all of a sudden technology has become a safe haven because it doesn't have the subprime and credit concerns.
If there is a recession, we'll definitely see an economic slowdown that's going to affect technology, too, but investors, with their myopic view, aren't looking at that. They're just looking at, well, you know, there are some hot products that don't have any credit concerns with subprime and this is the sector to be in...
Click here to read the full article
Reprinted from Yahoo Finance (11/7/07)
Largest Actual U.S. and International Purchases
Click here to view the latest U.S. and International purchases during the midst of the stock market turmoil.
Wall Street Turmoil - Are Your Investments Safe?
Click here to read the full article
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