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Brad Kenagy

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  • Picking Shares Of Intel Out Of The 'Old Tech' Waste Basket [View article]
    Thank you for your comment. I agree with your statement about the Dividend Intel pays, as well as having the resources if needed to buy new technology startups, and like in my article, they have the resources and knowledge to research new ideas in house.
    Nov 29 04:28 PM | 2 Likes Like |Link to Comment
  • This Nation Has The Highest Individual Net Worth And Its Stock Market Offers 5.2% Current Yield [View article]
    What about the WisdomTree Australia Dividend ETF (AUSE), according to its WisdomTree fund overview page it has a SEC 30–day Yield of 4.94% and pays regular quarterly dividends.

    Disclosure: I do not own shares of AUSE.
    Oct 23 12:58 PM | 2 Likes Like |Link to Comment
  • My Q3 2012 Apple Earnings Estimate [View article]
    Yes I will I have been really busy, it is on my list of things to do hopefully this week.
    Aug 12 11:32 PM | 2 Likes Like |Link to Comment
  • Gold Vs. Gold Stocks - Part I [View article]
    Thank you for the comments, they are much appreciated, but the year isn't over yet, things could turn around, but so far so good.
    Aug 10 10:06 AM | 2 Likes Like |Link to Comment
  • Gold Vs. Gold Stocks - Part I [View article]
    Thank you for the comment, what also is common between the three is that all three of the companies I highlighted in the article pay a dividend.
    Aug 9 03:35 PM | 2 Likes Like |Link to Comment
  • Gold Vs. Gold Stocks - Part I [View article]
    I wrote a article at the beginning of this year about gold miners vs the GLD here: http://seekingalpha.co...

    The results of the screen were & also below is their returns [from yahoo finance] since the date of my article which was Jan 25th and DOES NOT include dividends:

    RGLD: +7.31%
    AUY: -8.27%
    FNV: +15.35%

    Compared to returns for:

    GLD: -5.91%
    SLV: -15.82%
    GDX:-19.30%
    GDXJ: -30.46%
    FSAGX: -21.57%

    So finding outperforming Gold stocks can be achieved.
    Aug 9 12:29 PM | 2 Likes Like |Link to Comment
  • Natural Gas Price Spike Will Be Bigger And Come Sooner Than Expected [View article]
    I agree with you because I have a custom indicator i use for stocks/etf/futures, and it flashed a buy signal for Natural Gas on April 23rd. For the Indicator there has been only two other times when the signal was triggered: May 27th 2005 and after that prices rose from 6.37 to a high of 15.65 in less than a year. The second time the signal was triggered was July 10th 2007, and prices rose from 6.69 to a high of 13.69 in about a years time. Here is a link to a document with screen shots showing the chart of nat gas with the indicator, and also below is the criteria that makes up the study. As always past porformance does not equal future results.

    1. Close Yesterday < Lowest Price Last 20 Days
    2. Close > 9 day Simple Moving Average [SMA]
    3. Close yesterday < yesterday’s 9 day SMA
    4. Close < 200 day exponential moving average [ema]
    5. Volume > Volume yesterday
    6. Low > Lowest price last 20 days
    7. Close > Open
    8. 21 Period Money Flow Index < 30
    9. SMA < SMA yesterday
    Apr 25 01:35 PM | 2 Likes Like |Link to Comment
  • A Salute To A Trailblazing ETF: IQ Hedge Multi-Strategy Tracker [View article]
    Based on QAI's allocation I wouldn't compare it to a the S&P 500 because it allocation is 79% Bonds, 8% Stocks/Stock Futures, 13% other products like commodities,and currencies. So because QAI has near 80% bond allocation it should be compared to a bond fund like (AGG),(BND) or to a conservative allocation fund like (AOK), instead of the S&P 500.
    Mar 30 04:57 PM | 2 Likes Like |Link to Comment
  • VQT: This ETN Times The Market For You [View article]
    Just wondering if you knew also that : "The VEQTOR™ index includes a “stop loss” mechanism that shifts the entire notional investment to an interest-bearing cash investment if the performance of the previous 5 business days fall by 2% or more."

    That is from the ETN's overview page:

    http://bit.ly/GATpl2
    Mar 20 11:43 AM | 2 Likes Like |Link to Comment
  • Buy And Hold Gold, With A Twist [View article]
    Here is my response to a comment on another article I had about GLD, for someone that thinks GLD is a conspiracy:

    Here is a link to an article that can help:
    http://bit.ly/yXaLnl

    In the article the question is asked: What do I own when I buy the GLD?

    The answer: "You DO NOT DIRECTLY own the underlying asset, nor can you take possession of physical gold. For some, that is a disadvantage. "If you don't have it in my hand, it's not worth it," I've heard some say."

    GLD IS NOT meant for people that want to hold gold physically or be able to redeem it for physical Gold. Quoting from the same article:

    "Fair enough — but if you can't actually redeem your shares for physical gold, what is the advantage?

    The big advantage of this type of investment: It is backed by bullion, even if you cannot take physical possession. For MOST, it's a convenient and cost-effective way to gain INDIRECT ACCESS to gold. The shares can be bought and sold each day the stock market is open, and for many the cost of owning the trust may be far lower than physically owning gold."

    And if your doubting that GLD doesn't hold all the gold it is supposed to on the GLD website there is a list published DAILY of each bar in the GLD vault here: http://bit.ly/xJeonw

    As well as a video on CNBC Gold Rush report of Bob Pisani inside the GLD gold vault here: http://bit.ly/zqtLMb

    So basically it comes down to two different kinds of people: One that buys the GLD for indirect access to gold, and doesn't want to store thousands of dollars worth of gold at their local bank or in a vault. The other kind of person likes the feeling of being able to see and hold the physical gold in their hands, so these people should just buy physical gold, and store it at a bank or vault.

    Just because owning physical gold is the only way for you or other people, don't dismiss what many other investors use to get Indirect exposure to gold, and don't mind that the gold is in the form of a paper asset, and who don't want to store the physical metal.
    Feb 25 01:41 PM | 2 Likes Like |Link to Comment
  • GLD Vs. Gold Miner Stocks [View article]
    Here is a link to an article that can help:
    http://bit.ly/yXaLnl

    In the article the question is asked: What do I own when I buy the GLD?

    The answer: "You DO NOT DIRECTLY own the underlying asset, nor can you take possession of physical gold. For some, that is a disadvantage. "If you don't have it in my hand, it's not worth it," I've heard some say."

    GLD IS NOT meant for people that want to hold gold physically or be able to redeem it for physical Gold. Quoting from the same article:

    "Fair enough — but if you can't actually redeem your shares for physical gold, what is the advantage?

    The big advantage of this type of investment: It is backed by bullion, even if you cannot take physical possession. For MOST, it's a convenient and cost-effective way to gain INDIRECT ACCESS to gold. The shares can be bought and sold each day the stock market is open, and for many the cost of owning the trust may be far lower than physically owning gold."

    And if your doubting that GLD doesn't hold all the gold it is supposed to on the GLD website there is a list published DAILY of each bar in the GLD vault here: http://bit.ly/xJeonw

    As well as a video on CNBC Gold Rush report of Bob Pisani inside the GLD gold vault here: http://bit.ly/zqtLMb


    So basically it comes down to two different kinds of people: One that buys the GLD for indirect access to gold, and doesn't want to store thousands of dollars worth of gold at their local bank or in a vault. The other kind of person likes the feeling of being able to see and hold the physical gold in their hands, so these people should just buy physical gold, and store it at a bank or vault.


    Just because owning physical gold is the only way for you or other people, don't dismiss what many other investors use to get Indirect exposure to gold, and don't mind that the gold is in the form of a paper asset, and who don't want to store the physical metal.
    Feb 12 11:14 AM | 2 Likes Like |Link to Comment
  • Why I'm Selling My Target Date Funds [View article]
    Have you thought of ever using ETF's instead of Mutual Funds. ETF's have lower costs, and they have tradability, and transparency.

    There is currently only 1 2050 target date ETF that was listed this year so for my comparison I will be using 2040 target date funds since they have been around longer and have more data. Return data starts at January 5th 2009 which was when TVZ started trading, and is from yahoo historical quotes.

    TDV (db-X 2040 Target Date Fund) : 34.50% (0.65% exp Ratio)
    TZV (iShares S&P Target Date 2040 Index Fund) : 40.28% (0.29% exp Ratio)
    FFFFX (FIDELITY FREEDOM 2040) : 38.29% (0.78% exp Ratio)
    SPY (SPDR S&P 500): 44.90% (0.09% exp ratio)
    Feb 6 03:22 PM | 2 Likes Like |Link to Comment
  • Carnival (CCL) shares -17.6% in London following the capsizing of the Costa Concordia cruise ship at the weekend. The company said the hit on 2012 earnings for the loss of use will be $85-$95M, or $0.11-$0.12 a share, while the firm will also suffer further undetermined costs. (PR)  [View news story]
    I see a scenario like BP, down around 50% over the next couple months and rebound by years end.
    Jan 16 10:25 PM | 2 Likes Like |Link to Comment
  • It Is Not Different This Time - It Is Worse [View article]
    Just saw this piece of info on Market Currents: "The hot market for corporate junk (HYG, JNK) has pushed the yield on high-yield corporates (4.88%) well below that of high-yield municipals (5.22% nominally, over 8% on a tax-equivalent basis). The nominal spread of 34 bps is down from 56 bps a week ago as investors take notice of the anomaly."

    http://seekingalpha.co...
    May 20 01:25 PM | 1 Like Like |Link to Comment
  • The Case For Long-Short VIX Portfolios [View article]
    Good article, but there is an ETF for that!

    UBS ETRACS Daily Long-Short VIX ETN (XVIX) which "takes a long 100% position in the S&P 500 VIX Mid-Term Futures Index Excess Return with a short, or inverse, 50% position in the S&P 500 VIX Short-Term Futures Index Excess Return, with daily rebalancing of the long and short positions. "

    OR THE

    iPath S&P 500 Dynamic VIX ETN (XVZ) which "The index is designed to dynamically allocate between the S&P 500 VIX Short-Term Futures Index Excess Return and the S&P 500 VIX Mid-Term Futures Index Excess Return by monitoring the steepness of the implied volatility curve. The Index seeks to react positively to overall increases in market volatility and aims to lower the roll cost of investments linked to future implied volatility. "


    Just a couple more funds to look at.
    May 14 09:49 PM | 1 Like Like |Link to Comment
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