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In The Penn Wealth Report, Vol. 9, Issue 02...
Select the cover to go to the issue library, or select from a story below!
From the Editor
The wonderful boringness of utilities. We've seen this movie play out before, and offer a few friendly words of advice. 

The GameStop Short-Seller Smackdown
A quick-and-dirty method for leveraging the reddit army to gain advantage.

The Growing Threat to America's Water Supply
The recent attack on a treatment facility near the Super Bowl location was similar to Iranian attacks on Israeli facilities.

The New Utilities Sector
The push for renewable energy will transform this sleepy sector into a vibrant player full of growth opportunities.

​Focus Company
One particular utility appears well-poised to take advantage of the changes coming to the industry, and it is making the right strategic moves.

ETF Spotlight
Thematic investments always carry added risk, but we uncovered a new fund in an exciting corner of the energy market.

All of this and more in your latest issue of The Penn Wealth Report!
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Most recent additions to Members-only pages or Penn Wealth Report links (select the respective box)...
Protect gains in American Campus Communities
We purchased student housing REIT American Campus Communities right as analysts were predicting a dire situation for students returning to their respective colleges in the fall of 2020. We never bought into the "mass closings of dormitories" thesis, and the bet paid off. Now, we need to protect our gains. 
Americans' love of country
Americans want to get out and explore their country to an extent not seen in a century. We added an undervalued name to the Intrepid Trading Platform which is well poised to take advantage of this trend, and one which happens to be on an aggressive acquisition spree to increase its breadth in the arena. Members, sign into the Penn Trading Desk for details.  
A foreign telecom play with plenty of income and growth potential
One never knows for certain how any individual stock will perform going forward, but we found a telecom services company that checks three of our boxes for the Strategic Income Portfolio: a great yield, a foreign play (which we are chronically short on), and a smart strategic vision which embraces the future of the industry. Added to the SIP. Members, sign into the Penn Trading Desk for details. 
Officially done with AT&T
We feel suckered by believing AT&T's management team over the past several years. Either they were outright lying to shareholders or they simply have no idea what they are doing. Their latest move was the last straw. 
Fighting so-called "transitory" inflation
We don't believe inflation is transitory; we believe it is going to linger around for some time. To that end, we have added a new ETF to the Dynamic Growth Strategy made up of companies which could benefit from this hazardous condition. 
The Penn Wealth Realist's Dictionary
A new page where we poke fun at some of the silliness of the American and global zeitgeist. Perhaps if we can laugh at some of what we see it will keep us from getting depressed over what is really happening.  
Just because we don't like a company...
We opened a media conglomerate in the Intrepid with a 50% upside target price. We don't care much for the company, but it is undervalued after a massive one-week drop.  
The Changing REIT Landscape and the 5G Revolution
What does real estate have to do with 5G? One company provides the answer. With nearly 200,000 cell towers and the coming demand for millions of 5G antennas, the growth opportunities for this Boston-based REIT are sky high—quite literally. We added the firm the the Penn Global Leaders Club, showing our belief in its long-term growth story. 
A bet on the coming massive growth in the area of renewable energy
One of the most exciting new areas of the economy is the massive push into renewable energy sources, but finding individual names in which to invest can be tricky—and dangerous. We recommend investors buy a basket of names across the various fields (storage, generation, distribution, etc.) of this area. To that end, we have added a new ETF to the New Frontier Fund. 
Finally, America is attempting a return to rare earth mining dominance
We have written extensively about China's rare earth mining dominance—not due to its own prowess, but America's total abdication for a host of boneheaded reasons. Now, one company looks to restore order in this critical corner of the market. We added the miner/processor to the Intrepid Trading Platform. 
*Ongoing Members-only page reminder: One of the most critical steps in building wealth and protecting your portfolio is to maintain a proper asset allocation based on your own risk number. We update these allocations quarterly, looking at market, economic, and geopolitical conditions. So, with your own personal risk number in hand, visit our Tactical Asset Allocation page and sign in. (Always consult your investment professional before deciding on an allocation, as your unique situation may affect how you should be allocated.)
Create Wealth, Enjoy the Journey...
We are not human beings on a spiritual journey; we are spiritual beings on a human journey.
The Penn Wealth Report is designed to help you build a life filled with wealth, success, and happiness.  Our goal at Penn Wealth is to help you create wealth, but this alone does not bring happiness and success. Rather, money is one of six pillars which support our lives and define who we are: 

  1. Your Intuitive/Intellectual Self
  2. Your Internal (Physical/Emotional) Self
  3. Your Professional Self
  4. Your Social Self
  5. Your Financial Self​
  6. Your Spiritual Self

It takes only one of these pillars being out of whack to have a devastating effect on our lives. For many of us, sadly, most are lacking. We attribute our shortcomings to any number of different factors, never realizing the high level of control we have over each. On the other hand, if we learn to master these six pillars we can absolutely transform the quality of our lives, no matter our age, economic status, or circumstances. We will teach you the simple techniques needed for mastery over self.

Strategic Vision

Designing the Blueprint:
​Your Intuitive/Intellectual Self
Strategy keeps a pilot's ship on course.
                                 —Homer, The Iliad
This pillar represents your intuitive/intellectual self. Imagining your future in your mind, designing the blueprint to get there, and then acting with a steely determination to carry out your plans, irrespective of outside forces. Have you ever noticed how some people are able to make massive strides in life, adroitly handling challenge after challenge? They are no different from you, they have simply defined where they want to go in life and are constantly honing their skills—which is what you will learn to do as well.

Command & Control

Developing the Mind & Body: Your Internal Self (Physical/Emotional Self Control)
Between the conception and the creation, between the emotion and the response, lies the shadow.
                                            —T.S. Eliot
This is where it either falls into place or falls apart for the majority of Americans.  If you master this pillar, you can make your dreams come true with remarkable efficiency. This is the realm in which your habits—both good and bad—reside.  It is the reason some people are able to achieve incredible success in their lives, while others flounder, despite their apparent advantages. Don't take this pillar lightly.  Embrace it.  Learn the techniques others have used throughout history to achieve great things.  Vow to excel here, and you will be amazed at the wonders that await you on the path ahead.

Harvesting Gold

Creating & Defending Multiple Streams of Income: Your Professional Self
Pursue one great, decisive aim with force and determination.
                             —Carl von Clausewitz
This pillar represents your professional self. It should be your passion in life—the profession you have chosen because it energizes you. It should not be a job you loathe but trudge to each day because you need the money. Sure, most of us have to do work we don't like until we can follow our passion, but the sooner you determine what you really want from life, the quicker you can exit the grind and follow your dream. Follow your dream, pursue your passion, and the money will most certainly come.

Tactical Awareness

Using the External Environment to Gain Advantage: Your Social Self
Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly and one by one.
                             —Charles Mackay
We don't live our lives in a vacuum. In fact, quite the opposite. Virtually every part of our day is affected by forces outside of our control. From news stories designed to elicit an emotional response, to constant interaction with others, we are pushed, pulled, and prodded like a pinball in a machine. But what if we looked at our external environment with a different perspective? What if we took what is happening in the world around us and used it to our advantage, using critical thought and rejecting the herd mentality? Tactical Awareness is about thinking differently; taking the path less traveled. 

Investment Intel

Mastering the World of Money: Your Financial Self
The intelligent investor is one who sells to optimists and buys from pessimists.
                             —Benjamin Graham
After several decades in the arena of professional money management, we have worked with all types of clients and through all points of the economic cycle. We have seen irrational exuberance warp intelligent minds during peak periods, and extreme fear grip investors during market troughs. Investment intelligence means ignoring the emotions-based actions of the masses and, quite often, doing what feels uncomfortable. Proper asset allocation and risk management are fundamental to efficient wealth creation.  At Penn Wealth, you will have an investment portfolio that is uniquely your own. 

The Journey

Living with Divine Happiness: Your Spiritual Self
We are not human beings on a spiritual journey; we are spiritual beings on a human journey.
            —Fr. Pierre Teilhard de Chardin
With the realization that we are spiritual beings on a human journey, and that this is but a tiny little fraction of our trek, everything in the physical world is put in perspective. The things we worry about on a daily basis, when viewed with this clarity, become virtually nonexistent. We were placed here, in this time and in this body, for the sole purpose of growing spiritually. Every action we take in life can either move us forward, or inhibit our growth. Understanding our purpose on this part of the journey will help keep us focused on what is truly important, and allow us to live with Divine happiness.   
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Any opinions expressed are those of Penn Wealth Publishing, LLC and are current only through the date published. These views are subject to change at any time based on market and other conditions, and no forecast can be guaranteed. Past performance is no guarantee of future results. Always consult your investment professional before investing any money. Any and all commentary and data on this Site is for informational purposes only, and is not a solicitation to buy or sell any investment. Penn Wealth Publishing is a separate entity from Penn Wealth Management, LLC, our registered investment advisory firm.

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