• Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that custom designs personalized portfolios for each client’s specific goals, objectives and risk tolerance.
  • ABL Asset Allocation utilizes a more active asset allocation methodology rather than the typical passive rebalancing approach. Same risk adverse, low cost strategy as our Money Management, with a focus on risk management.
  • LanczGlobal, LLC is an independent research entity that offers daily proprietary insights and reports on an exclusive basis to institutions, individuals and non-profits via LanczGlobal.com.

Mr. Lancz on CNBC CNBC's Squawk on the Street - March 22, 2013
Scott Wapner, on CNBC's Squawk on the Street, interviews Alan B. Lancz on the firm's strategy of taking profits on high flyers and redeploying proceeds in select bargains. Investor's need to utilize this volatility to their advantage. Covering Europe's continued financial woes and the latest form Cypress.

Fox Business Finding Select Opportunities - June 14, 2010
Brian Sullivan of Fox Business interviews Alan B. Lancz about the latest investment strategies for retirement. After recommending raising cash in April, Alan B. Lancz and Associates, Inc. is selectively buying into weakness.

Bloomberg 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.

CNBC CNBC Looks at Lancz's Recent Purchases into Panic Selling - November 28, 2008
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.

CNBC "Squawk on the Street" with Erin Burnett & Larry Kudlow - 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.

CNBC Lancz Profit Taking Strategies Gain National Attention - January 11, 2008
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.

Bloomberg TV Lancz Profit Taking Strategies Gain National Attention - October 12, 2007
On October 12, 2007 Mr. Lancz focuses in on why profit taking is so critical to long term performance and why
investors should not simply watch investments go up and then back down without being proactive in this
nationally televised Bloomberg interview.

CNBC Bull vs. Bear Debate on CNBC - June 29, 2007
On June 29, with the first half of the year winding down, Alan B. Lancz was asked to counter the strong bullish opinions of another expert guest. Mr. Lancz warns about upcoming volatility, record bank loans and high levels of debt, and concludes with "there is going to be some downside".

CNBC CNBC's "Morning Call" - June 08, 2007
On Friday, June 8th, Alan B. Lancz was asked to follow-up on his profit taking discussions from last week.

CNBC "Squawk on the Street" live from the N.Y.S.E. - June 01, 2007
Alan B. Lancz visited the N.Y.S.E. to discuss Strategic Profit Taking recommendations with Mark Haines
and Erin Burnett as the markets hit new highs on June 1st, 2007.

Bloomberg Radio Alan B. Lancz on "The Bloomberg Countdown" - May 09, 2007
Mr. Lancz was a featured advisor on "The Bloomberg Countdown" radio program May 9th, 2007.

New York Times

Shares and Commodities Fall on Currency Concerns - November 12, 2010
New York Times

Markets End Higher on Eve of Fed Decision - November 2, 2010
New York Times

Wall Street Takes Fed Minutes in Stride - October 12, 2010
Wall Street Journal

Advice to Advisers: Find a Niche - June 14, 2010

The Wall Street Transcript

The Wall Street Transcript Interview - Proactive Research & Investment Strategies - February 2, 2009
USA Today

Stocks close moderately higher - January 26, 2009

USA Today

Stocks rise on bailout hopes; credit remains tight - September 25, 2008
Tech News World

Despite US Slowdown, Philips Profits Nearly Double - January 21, 2008
Gulf Daily News

Circuit City Shares Plummet - December 24, 2007
US News

Tech Stocks, Finally Debugged - September 12, 2007
Wall Street Journal

Lookahead: Yield Signs - June 2, 2007
Alan B. Lancz says in the short-term we may be going higher because of liquidity, but as interest rates go up, fixed income could become a viable option.

Bargains Everywhere - The Lancz Letter (August 16, 2006) as quoted in Barron's - August 21, 2006
The time investors spend on determining bull or bear can [be] better [spent by] capturing the moves in the right areas. A bear market in one sector, region - or even country - can have little to do with another sector, region or country. Smart investors go where the bargains are, rather than spending time on superfluous information like if the U.S. is in a bull or bear market. Another common irrelevant question is concerning what the market is going to do today or tomorrow. The other example illustrating the difficulties with trying to time the market is simply the cost of such an all or nothing approach. Once an investor decides to get out of the market at a particular level, if the market goes up these investors have great difficulty in getting back in. If the expert determined that 10,000 was an overpriced level and sells the market yet stocks rise to 11,000 and then 12,000, not only is the move missed - but how can he/she get in at 12,000 after determining it was overvalued at 10,000?
Barrons The Lancz Letter (March 25, 2003) as quoted in Barron's - March 31, 2003
We would limit any new fixed-income investments to either select high-yield positions, or inflation-protected bonds (TIPS). TIPS currently have a very low breakeven inflation rate versus Treasuries, meaning that inflation need only to outperform conventional Treasuries. Ten-year TIPS, need only 1.52% average annual inflation, which is likely considering inflation has averaged 3.06% since 1926. High-yield bonds also offer superior risk-to-reward here compared to treasuries, but like equities, the key here will be in appropriate selection to avoid high risk.
Barrons The Lancz Letter (February 26, 2003) as quoted in Barron's - March 03, 2003
The first eight weeks of 2003 continued the three-year trend of rewarding those investors who look outside the box and avoid following the consensus. Our strategy going into the new year was to upgrade the quality of our portfolio by accumulating those high-quality leaders that are now trading at historically low valuations. We did the same thing three years ago by focusing on Procter & Gamble, 3M and Johnson & Johnson at a time when most other investors were mesmerized with technology and telecom. At that time, these quality leaders were hitting new lows very similar to what our current favorites of Honeywell International, Kimberly Clark and this week's new recommendation, Kraft Foods, are presently experiencing. The other part of our strategy into 2003 included buying select, smaller-cap speculative issues that we felt offered tremendous upside due to Wall Street's huge overreaction to negative news.
Barrons The Lancz Letter (Sept. 5, 2002) as quoted in Barron's - September 23, 2002
We didn't expect a recovery from last year's tragic events so quickly late in 2001, and our feelings are the same for the balance of 2002. It would be great to finish with an up year in equities but doing so would only rob Peter to pay Paul. All investors have to do is look at the most popular 20 stocks held by Merrill Lynch clients to see that Johnson & Johnson is down only 11.6% and ExxonMobil 14.5% and that the rest of the list is decimated with losses of over 20%, 30%, 40%, 50%, 60%, 70%, 80% and 90% and we are just talking about 2002 performance. This market has given investors opportunities to take advantage of this year, but one has to be very disciplined and nimble.
Barrons The Lancz Letter (April 2, 2002) as quoted in Barron's - April 08, 2002
We feel that the market will still be a matter of the haves and the have-nots. The real companies with solid balance sheets and cash flow will find [enthusiastic] buyers, while the companies at the opposite end of the spectrum will continue to struggle. We note that this thought is becoming the consensus and that is why stocks like Johnson & Johnson continue to hit new highs while the battered tech/telecoms have yet to see the light at the end of the tunnel. In becoming the consensus, we feel the potential looking forward will be in the companies that have declined due to guilt by association, and we have started taking advantage of this.
Barrons The Lancz Letter (May 15, 2001) as quoted in Barron's - May 28, 2001
Just as the Internet was the catalyst that started the mania for technology stocks, California's energy woes seem to be the catalyst for stocks like Calpine. Calpine is seemingly on everyone's favorites list despite the fact that the stock has already soared from around $3 a share a little over two years ago to unprecedented levels of nearly $60 a share today. We are not saying it will plunge anytime soon, but at some point investors will realize that current growth rates cannot continue and at that time the stock will be very susceptible to a nasty fall. California's problems will eventually be resolved. In fact, within two years California will be a net exporter of energy.
Barrons The Lancz Letter (Aug. 10, 2000) as quoted in Barron's - August 21, 2000
The dollar has done well in comparison to the euro and yen, with further gains expected over the shorter term. We expect the euro to strengthen into next year, and the yen to stabilize with higher rates coming to Japan. The trend of interest rates will be modestly lower until the Fed meets later this month. If the Fed raises, we do not expect further increases with the coming election. Two weeks ago, the Nasdaq was rallying while the Dow Jones Industrial Average was being pressured lower, and now the indexes are doing exactly the opposite. This fickle market does not know which way to go and seems to be maintaining a trading range with no decisive long-term moves in either direction. The volatility allows for some good buying opportunities on those extreme days on the downside, but remember to take at least partial profits when investors are euphoric. Eighteen months ago, oil was $13 a barrel with the experts expecting a move to $10 or below. Now, with oil prices up substantially, these same experts have recently increased their forecasts to up to $50 a barrel! The momentum is higher over the shorter term, but any sustainability over $30-$35 a barrel is suspect, in our opinion. Such a level will create more output by OPEC, thus making $50 unfeasible. Don't believe the pundits that just recently jumped on the energy bandwagon.
Wall Street Journal Alan Lancz: Money Manager Interview - The Wall Street Transcript - November 1, 1999
Alan B. Lancz says his cash positions have increased to over 25% mainly from selling some of the things that have done well. He sees the market as ...
Barrons The Lancz Letter (Sep. 30, 1999) as quoted in Barron's - October 11, 1999
Back in 1990, the Persian Gulf War was a much-anticipated "negative" event in which everyone realized the exact date the war began (and with stock prices at depressed bargain levels), stocks began to skyrocket upward, much to everyone's amazement. Currently, the stock market is down because of a combination of interest rate concerns in conjunction with Y2K worries. We feel once investors come to realize that Y2K concerns are overblown (particularly in the U.S.), then the pent-up demand for stocks will emerge with a buying flurry.

Banks vs. Health Care-What to Buy Now: Stock Pickers - November 15, 2010
The Detroit News

Investors Take Stock of GM Offering - November 17, 2010

One Step Forward, Two Steps Back - May 3, 2010

Investing Lessons for 2010 and Beyond - January 4, 2010
News Daily GM, Chrysler seek nearly $22 billion more U.S. loans - February 18, 2009

Recession-Proof Stocks - February 9, 2009
CNN Money

Dow comes back big - September 30, 2008
CNN Money

Stocks end higher - May 28, 2008
Yahoo Sports

Tiger Woods, The Next Billionaire? - July 10, 2008
CNN Money

Romance Your Valentine With These Sweet Stock Buys - February 10, 2008

Stocks drop further on recession worry - January 23, 2008
Yahoo Finance

Protecting Your Nest Egg in a Recession - November 12, 2007

Lancz comments on Heinz - August 24, 2007
As a former shareholder, Mr. Lancz provides some commentary on Heinz after their earnings release in this MarketWatch article written by Andria Cheng.

MorningStar highlights "The Lancz Letter" - August 16, 2007

Oil industry merger - July 31, 2007

Steve Gelsi quotes Mr. Lancz on his thoughts about the Marathon Oil offer to buy Western Oil Sands.
CNN Money

The party's over on Wall Street - July 18, 2007
CNN Money

Another losing session on Wall Street - June 25, 2007
CNN Money

Wall Street: Stuck in neutral - Monday, June 18, 2007
CNN Money

Stocks surge, Dow hits record - May 23, 2007
CNN Money senior writer Alexandra Twin's article "Stocks surge, Dow hits record" published on May 23rd, 2007, quotes Mr. Lancz's latest thoughts.
Bloomberg News Lancz Long/Short Portfolio in the news - May 22, 2007
Mr. Lancz was interviewed and his commentary was quoted in the Bloomberg online article "Blockbuster, Netflix Duel for Customers; Short Sellers Profit", published by Michael Patterson on May 21st, 2007.
CNN Money

Sell in May and walk away? Not so fast - April 30, 2007
Mr. Lancz was interviewed and his commentary was quoted in the CNN Money article "Sell in May and walk away? Not so fast", published by senior writer Alexandra Twin on April 30th, 2007.
Worry over profit outlook halts early burst - October 14, 2008
Economic fears, credit woes sink Wall Street - October 2, 2008
Dow, S&P gain on bailout hopes, Nasdaq slips - September 26, 2008
Market drops as financial sector worries persist - September 18, 2008
Best Buy profit below view on expenses, shares off - September 16, 2008
Wall Street falls on economy worries, energy shares - September 9, 2008
Stocks may struggle to beat autumn blues - August 29, 2008
Wall Street rises as bank, energy shares rebound - August 20, 2008
Market rises on Cisco outlook, drop in oil - August 6, 2008
Dow and S&P fall on Exxon and weak economic data - July 31, 2008
Wall Street slips; credit jitters offset deal news - July 10, 2008
Fannie, Freddie stocks and bonds plummet - July 10, 2008
Wall St flat on financial sector worry - July 9, 2008
Best Buy profit tops views but shares off - June 17, 2008
Market Advances on Fed rate cut hopes - January 28, 2008
Associated Press
Stock Prices Plunge Again; Dow off 300 - January 23, 2008
Weak jobs data sets up market for lower open - January 04, 2008
Market edges up on hope of credit thaw - December 18, 2007
Market rebounds after Abu Dhabi's Citi stake - November 27, 2007
Futures fall on news of slow jobs growth - August 03, 2007
Stocks up on Boeing, Amazon.com; housing eyed - July 26, 2007
Indexes slip on rate worries after jobs data - July 06, 2007
Indexes flat, Best Buy fuels spending worry - June 19, 2007
Dow, S&P hit records on jobs and Wal-Mart - June 01, 2007
Indexes slip; traders turn cautious before weekend - May 24, 2007
Mr. Lancz on WTVG Alan B. Lancz Talks Government Bailout - October 5, 2008
Alan B. Lancz speaks with 13 ABC's Lee Conklin along with Bill Hormann about recent market volatility and the government bailout plan.