Wikinvest Wire

Sunday, December 21, 2008

The Big Picture for the Week of December 21, 2008

11 comments:

Anonymous said...

Roger, you're a fireman for crying out loud. Why are you messing around with that stuff? I think the real investing message in Occam's Heater is to get professional help when DIY doesn't work.

Anonymous said...

What would a Microsoft/Yahoo merger be called?

How about Micro-hoo.

How about Ford and GM merging and calling themselves;

Ford-olet.

Roger Nusbaum said...

funny, changing the thermostat no prob, the friend who helped with the thermocouple is a contractor. Joellyn worked for him for two or three years.

stuff in our wheelhouse we do, stuff not in our wheelhouse we don't which is consistent, I think, with knowing when to get help.

Anonymous said...

Yahoo shareholders could have got $31. Should it make me feel any better that so many high-powered and connected business people got it so wrong?

Roger Nusbaum said...

to the extent you care about Yahoo, maybe instead of feeling good that many got it wrong, maybe it makes more sense to take a lesson from the whole thing? How can you benefit from this in the future?

Anonymous said...

Roger- I thought you may find this article interesting by Bert Dohmen...

http://www.thestreet.com/story/10444724/1/bert-dohmen-no-time-for-buy-and-hold.html

Anonymous said...

Hi- I was curious if you consider using a buy-write strategy as part of your alternative investment strategy?

Stephen Drone said...

What bugs me about what Dohmen says is that he seems to just want SOMETHING - anything - to be down 80%.

In '29 it's one index, in the 70s it's some Valueline INdex, in 2000 it's the Nasdaq.

Odd, I can get the first couple of seconds of the video without sound, but then it just freezes

Roger Nusbaum said...

I'll try to check out the video from BD, thank you.

Most clients own a call writing CEF. Sometimes it has been great, sometimes awful but I think I've lucked out with it compared to some others. It focuses on foriegn stocks and if an indexed one came out that focused on foreign i would switch to that depending on the index. I'd also use a putwrite ETF if one ever gets listed.

maybe they are alternative but i don't think of them that way, more like purpose holdings; purpose being lower vol and higher income but generally correlated. i'd hope alternative would not be very correlated.

Anonymous said...

Roger- I am not the original poster however I have owned the Gateway Fund (GATEX) and have read some of your articles on PBP and was curious why you prefer the ETF mousetrap versus Gateway? thxs

Roger Nusbaum said...

i prefer the access of any point in the trading day. i don't do a lot of trading but every so often time of day matters.

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