Saturday, April 09, 2005
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This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my firefighting experiences. The point here is to share process.
The opinions expressed on this site are those solely of Roger Nusbaum and do not necessarily represent those of Your Source Financial (“YSF”). This website is made available for educational and entertainment purposes only. Mr. Nusbaum is an Investment Adviser Representative of YSF, an investment adviser registered with the U.S. Securities and Exchange Commission. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of YSF. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of YSF’s Part II of Form ADV is available upon request. In addition, a copy of YSF’s privacy notice can be obtained by click here. This website is in no way a solicitation or an offer to sell securities or investment advisory services. Mr. Nusbaum and YSF disclaim responsibility for updating information. In addition, Mr. Nusbaum and YSF disclaim responsibility for third-party content, including information accessed through hyperlinks. ALL RIGHTS RESERVED.
3 comments:
Hey Roger, Just found your blog. I agree with your statement on Patience. I'm in AKS selling calls on the way down. would I be catching the falling knife? Richard, wanna be portfolio manager.
Richard,
thanks for visiting the site.
AKS has wildly underperformed its sector in the last couple of months. My exposue here is with the ore producers so I don't know the steel group as well and I don't know AKS at all. In my opinion, when a stock does not act at all like a proxy for its sector a re-eval is in order. Thanks again
Duly noted Roger! I think I will re evaluate. Thanks for responding.
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