5 Reasons The S&P 500 Could Fall 20% By The End Of 2013 [View article]
Yeah, but SPY is up like 16% in not even 5 full months time, so with 7 months left in the year, things could turn around just as quickly as they went up. Only time will tell.
Short Candidates For When The Tide Goes Out [View article]
Thank you for the comment. This was my first article on finding stocks to possibly short, and I was stunned by the number of responses I got on AMD. Yes AMD has had a good run this year, but many stocks have had good runs so far with the market up big so far this year.
Short Candidates For When The Tide Goes Out [View article]
I made a spreadsheet, I will track the stocks from my screen, and also to compare AMD to the stocks I mentioned in my post above that I thought would outperform AMD: INTC, NVDA, QCOM, ARMH
I will be using the closing prices for all as my starting point.
Short Candidates For When The Tide Goes Out [View article]
Thank you for your comment. I used a screener which uses actual data from balance sheets, income statements, etc so when you say I am not using facts I disagree with you. Just that the numbers are in the form of a screener criteria.
Short Candidates For When The Tide Goes Out [View article]
Thank you for your comment. I agree with you that AMD has a shot with new products, but I dont know if the console market is enough for a turnaround. According to Trefis: Professional & Gaming Consoles Graphics for this year makes up just under 5% of revenues, so it is a drop in the bucket, and I dont see any way it can offset the declines in its PC and notebook market.
Short Candidates For When The Tide Goes Out [View article]
Thank you for your comments, but I disagree with you, when there is a market correction these stocks will be the first ones sold because they have had big run ups in performance this year, and investors I believe will hold onto profitable, dividend paying companies.
Analyzing DuPont: 3% Yield And Undervalued [View article]
Thank you for your comments. I know DuPont settled but also you forgot to mention that in the settlement yes DD has to pay Monsanto $1.75 billion over 10 years BUT DuPont gets
access to two of Monsanto's genetically modified (GM) seed technologies, RoundupReady 2 Yield and Xtend and regulatory data rights for the soybean and corn traits previously licensed from Monsanto, enabling it to create stacked trait combinations.
The deal also scraps the $1 billion penalty, the U.S. federal court in St. Louis had imposed on DuPont as it found the company misusing Monsanto’s RoundupReady technology as well as DuPont’s anti-trust litigation against Monsanto."
So yes they have to pay royalties, but in return they get technology, and don't have to pay the $1 billion penalty.
A New Permanent Portfolio For The 21st Century [View article]
Thank you very much for your comments. I welcome any thoughts/criticisms of my work because through that refinements can be made and make the portfolio better. I do agree with you that the time horizon is short since the funds are relatively new, but so far the results have been promising.
I chose the low Vol ETFs because i wanted to reduce portfolio volatility, and the low vol ETFs have a higher yield than say the SPY. While they may not outperform when the market is rising, they have better returns compared to the market when it is falling.
A favorite saying of mine my professor from college said: "Good investors can pick stocks/ETFs and outperform in a bull market but great investors pick stocks/ETFs that outperform in a bear market."
Again, thank you for the comments I appreciate them.
2 Popular Fixed Income ETFs I Would Never Own [View article]
I'm not talking about results! I KNOW the results are different than a bond fund like AGG or BND. When you say "the ONLY thing that matters is profit at the end of the day regardless of how you get there"
So you don't care about risk management, or other risk factors, just as long as you get your money?
I'm talking about the comparison of the mutual funds the author listed to the ETFs. Someone can say "Well the Mutual funds outperformed the benchmark" yes that is true, but the benchmark the mutual funds use are misleading because if the mutual funds, only were able to own the same bond sectors as the benchmark, the mutual funds performance would be very different.
Also, I'm not talking about juggling ETFs, no where did I mention anything about yearly re-balancing or anything along those lines, you could create a simple diversified portfolio of Fixed income ETFs that you could hold forever, just like a mutual fund like PTTRX.
Also, I don't appreciate your two comments
"and really who doesnt in an investment forum <ha>"
-I do in practice as well, for my personal portfolio the fixed income section I hold 47% Corporate bonds, 31% broad treasury bond fund, and 22% emerging markets bonds. And comparing my fixed income portfolio to PTTRX, my portfolio has a total return since inception of 24.2% and PTTRX total return over the same period has a total return of 19% so according to the authors logic, since PTTRX doesn't perform as well investors should avoid it??
"I'll count my money and maybe float a loan for you." You don't know my financial situation so please keep your snide remarks to yourself, and please focus only on the content of the article.
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Dug up this little nugget of information from a businesswire article from 2009.
Quote from the article "The disclosure, GATA says, contradicts denials provided by the Fed to GATA in 2001 and suggests that the Fed is indeed very much involved in the surreptitious international central bank manipulation of the gold price particularly and the currency markets generally."
Then this article about gold swaps from 2010, it says "one or more banks had lent 380 tonnes of gold to the Bank of International Settlements in return for foreign currencies, there was widespread surprise and confusion."
"Concerns hinged on whether the BIS could potentially sell on this vast cache of bullion in the event of a default, flooding the market with liquidity. It appears to have raised $14bn for whoever's been doing the swapping – small fry on the currency markets, but serious liquidity in the gold market."
5 Reasons The S&P 500 Could Fall 20% By The End Of 2013 [View article]
Short Candidates For When The Tide Goes Out [View article]
http://seekingalpha.co...
Short Candidates For When The Tide Goes Out [View article]
Short Candidates For When The Tide Goes Out [View article]
Short Candidates For When The Tide Goes Out [View article]
I will be using the closing prices for all as my starting point.
Short Candidates For When The Tide Goes Out [View article]
Short Candidates For When The Tide Goes Out [View article]
Short Candidates For When The Tide Goes Out [View article]
Analyzing DuPont: 3% Yield And Undervalued [View article]
access to two of Monsanto's genetically modified (GM) seed technologies, RoundupReady 2 Yield and Xtend and regulatory data rights for the soybean and corn traits previously licensed from Monsanto, enabling it to create stacked trait combinations.
The deal also scraps the $1 billion penalty, the U.S. federal court in St. Louis had imposed on DuPont as it found the company misusing Monsanto’s RoundupReady technology as well as DuPont’s anti-trust litigation against Monsanto."
So yes they have to pay royalties, but in return they get technology, and don't have to pay the $1 billion penalty.
A New Permanent Portfolio For The 21st Century [View article]
I chose the low Vol ETFs because i wanted to reduce portfolio volatility, and the low vol ETFs have a higher yield than say the SPY. While they may not outperform when the market is rising, they have better returns compared to the market when it is falling.
A favorite saying of mine my professor from college said: "Good investors can pick stocks/ETFs and outperform in a bull market but great investors pick stocks/ETFs that outperform in a bear market."
Again, thank you for the comments I appreciate them.
Why I Love ETFs, And You Should Too [View article]
2 Popular Fixed Income ETFs I Would Never Own [View article]
So you don't care about risk management, or other risk factors, just as long as you get your money?
I'm talking about the comparison of the mutual funds the author listed to the ETFs. Someone can say "Well the Mutual funds outperformed the benchmark" yes that is true, but the benchmark the mutual funds use are misleading because if the mutual funds, only were able to own the same bond sectors as the benchmark, the mutual funds performance would be very different.
Also, I'm not talking about juggling ETFs, no where did I mention anything about yearly re-balancing or anything along those lines, you could create a simple diversified portfolio of Fixed income ETFs that you could hold forever, just like a mutual fund like PTTRX.
Also, I don't appreciate your two comments
"and really who doesnt in an investment forum <ha>"
-I do in practice as well, for my personal portfolio the fixed income section I hold 47% Corporate bonds, 31% broad treasury bond fund, and 22% emerging markets bonds. And comparing my fixed income portfolio to PTTRX, my portfolio has a total return since inception of 24.2% and PTTRX total return over the same period has a total return of 19% so according to the authors logic, since PTTRX doesn't perform as well investors should avoid it??
"I'll count my money and maybe float a loan for you." You don't know my financial situation so please keep your snide remarks to yourself, and please focus only on the content of the article.
Is Gold Foreshadowing A Stock Market Implosion? [View article]
Quote from the article "The disclosure, GATA says, contradicts denials provided by the Fed to GATA in 2001 and suggests that the Fed is indeed very much involved in the surreptitious international central bank manipulation of the gold price particularly and the currency markets generally."
http://bit.ly/17AgjYd
Then this article about gold swaps from 2010, it says "one or more banks had lent 380 tonnes of gold to the Bank of International Settlements in return for foreign currencies, there was widespread surprise and confusion."
"Concerns hinged on whether the BIS could potentially sell on this vast cache of bullion in the event of a default, flooding the market with liquidity. It appears to have raised $14bn for whoever's been doing the swapping – small fry on the currency markets, but serious liquidity in the gold market."
http://bit.ly/115G500
Based on these examples from years past it feels like something is going to happen in the stocks market. Maybe a black swan.
Comparing Buybacks To Dividend Growth [View article]
NUS -13.74%
MHP +7.82%
COP +7.93%
NSC +14.22%
BDX +26.52%
LOW +26.82%
CB +28.88%
BMI +60.07%
Comparing Buybacks To Dividend Growth [View article]