National Media Coverage
CNBC Looks at Lancz's Recent Purchases into Panic Selling
 After increasing equity exposure last week into the S&P500 plunge below 750, Erin Burnett asked Alan B. Lancz about his strategy to lock-in gains in treasuries and add high quality stocks into recent weakness in this November 28th interview. Watch video
"Squawk on the Street" with Erin Burnett & Larry Kudlow
 On October 9, 2008 CNBC's Larry Kudlow and Erin Burnett interview Alan B. Lancz exactly one year after the U.S. market hit a record high. Mr. Lancz explains why he is still cautious. Watch video
"Last Call" with Maria Bartiromo
 Maria Bartiromo's exclusive one-on-one interview with Alan B. Lancz covering what to expect in the second half of 2008 in today's volatile global financial markets. Watch video
"Taking Stock" with Pimm Fox
 Pimm Fox of Taking Stock interviews Alan B. Lancz to discuss the overweight position of LanczGlobal in the utility sector. After recommending taking profits in June 2007, select utilities are down 30-40% and now offer excellent long term total return opportunities. Watch video
Lancz Profit Taking Strategies Gain National Attention
 On January 11, 2008 Lancz visits the N.Y.S.E. to discuss his recent profit taking in the emerging markets and the U.S. technology sector as both have moved to overvalued levels. Watch video
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
|
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
Largest Actual U.S. and International Purchases
Click here to view the latest U.S. and International purchases over the past 6 months
Money Management Update - 1st Quarter 2009
We stressed two key points for the start of 2009. The first was that we expected 20-30% moves in both directions for 2009 rather than the straight down move most investors experienced since August 2008. The second important point was described as follows:
"Investors must stay nimble and selective in 2009 with the idea that going opposite of the herd is the most prudent form of investing during these challenging times. This year income should be..." - January 2, 2009
Click here to read the full update
Wall Street Turmoil - Are Your Investments Safe?
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)
|
