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14 comments:
Up up and away......lol.
Roger, great post today on greenfaucet. Got me thinking, what would trigger a 100% exit from equities. Your 200dma criteria or something "bigger"? A 15-year up cycle would likely include several cyclical bears. How to know which is the start of next 10-15 year flat spot? Interesting challenge no doubt.
thanks. if there is anything to my point it would not be to avoid the normal cyclical defense, if you are one to do that, which might be a 30,000 foot view but from 60,000 feet commentary that says "hey this has been the best decade in 50 years" or "this has been the best decade ever" combined with you having a lot more money than you thought you would....
I am sure glad the economy is fixed and I can go back to spending every dollar I make. I was worried for a month or two there that I would need to start being responsible. Thank god everything is back to normal.
anon 1:44 LOL
Roger, what am I missing...
why doesn't everyone buy DWX?
(maybe a little EWZ and MOO too?)
and go live happily everafter?
Roger,
When do you think you will start buying SDS again? if you have not already.
Vincent
anon 1:44, i don't follow. normal w/b spending more than you make;-)
2:03 based on the action in the market we could buy anything and be happy.
no SDS for now
"normal w/b spending more than you make"
of course! isn't that what most americans do! :-)
http://tinyurl.com/dcff8g
how does this sound....?
each segment he uses has had blowups here and there albeit of different magnitudes. I would not want even 10% in energy trusts.
Wow. His middle of the road portfolio has 30% energy trusts. Wow.
Gotta love the fact that he set the idea up in mid 2008 and it's already blown up on him.
Roger,
I follow only a few stocks. Mediaset(ms.mi http://www.mediaset.it/investor/home_en.shtml) - it gives a yearly dividend ; this year .38(should be declared this month) the stock has gone from 3 to now 4.41. Last year the div. was .41 and the prior year .45. It is controlled by the Berlusconi's. The stock was rated by scredit swiss as under perform and target first 3.80 then 3.60 allway down to 2.60. I would say that under 4 is a value play bellow 3 is a steel. Bulgari(bul.mi http://ir.bulgari.com/bulgarigroup/glance) - a fashion and luxury and . They have started a luxury hotel chain a prior to that they have build a high fashion watch factory in Switzerland. Again they have gone a few weeks ago to euro 2.80 and now Bulgary started to hit Euro 4. The previous business cycle Bulgari hit in the high 2 Euro. Then it went to go to 9 in 2007. This time they are more prepared to weather the storm better then the previous cycle since this is the second time around. Under 3 euro is a steel and under 4 is a value play. Long term they both are very, very, good investment. Mediaset is runned by second generation and Bulgari is runned by third and forth generation. Mediaset is a local play with the biggest competition news corp(sky) and Bulgari is a global play in luxury. I own both companies. These are great franchises that are hard to replace. There is lottomatica lto.mi (manages lotteries), Generali (G.mi) insurance. Parmalat (plt.mi) – milk products. PLT.mi is a local play and sales have gone up this period. Parmalat under the Tanzi family was involved in a fraud bond case. The tanzi’s have been prosecuted and the company is under a new management and is doing well. I would buy on dips into euro 1.40. Roger – I concentrate and study companies. Very little economics, look at trends so not to get into trouble. However if I have an interesting company if you want I can post it.
Best,
Jeff from Milan Italy
The troubling part about your continual posting of cartoon movies references is that, I believe, you do not have any children - which means your watching of these movies is of you own free will. Troubling, very troubling :)
"you're" not "your" - jokes are no good if you flub the punch line
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