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Emmet Kodesh

 
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  • S&P Higher Highs Are Trending But Cautions Abound: Outlook [View article]
    Thanks, Bob, for your informative and appreciative words. The point about VTI is well-taken. Like VOO it is extremely low-cost, almost free and gives total coverage. VXF covers the Wilshire 4500 (market ex-S&P), is nearly as cheap & has been stellar. Agreed: the paper contract etf's gld, slv are not good except for trading. I often have urged investors away from them. During hurricanes those drawers have great utility.
    Somehow, the other commenters sound as if they missed the main pt of the article: that a significant correction could occur for many reasons. Still seeking the wayback machine. Thanks...
    Sep 11 11:53 AM | Likes Like |Link to Comment
  • Low-Debt Growth Companies To Buy After A Correction [View article]
    As I wrote, DNKN's "debt/equity is painful." I included it because of its rapid growth and to indicate the contrast w SBUX and how each speaks to a distinct demographic. DNKN's customer base will swell going forward. That was important to the contrast/comparison. thanks
    Sep 10 12:43 PM | Likes Like |Link to Comment
  • My Strategy For International Diversification [View article]
    A thorough and clear discussion, Bob, with sound recommendations. Indeed, for nearly everyone, "less is more" when it comes to trying to manage individual holdings: that takes a great deal of time if one has more than 12-15. Your comments on balance between major economies are well-taken. Thanks.
    Sep 10 12:23 PM | 1 Like Like |Link to Comment
  • Low-Debt Growth Companies To Buy After A Correction [View article]
    Re-read the paragraphs in question. It states that DNKN is an exception and is included only because of its high growth. The article also clearly indicates the top four buys: DNKN is not one of them tho' its growth is impressive.
    Sep 10 10:23 AM | Likes Like |Link to Comment
  • Rebalance To Buffer Crises? [View article]
    Thanks, Bob: your knowledge and insights are valued. Someone seemed to believe that equities are confetti: no, they are liquidity injections that inflate and distort all asset classes (as PMs in other ways are inflated, say by "brick bats"). There are plenty of good companies: there also are many pending crises and inflation, some say bubbles in the 3 main asset classes. About the quote from Ron Rosen, Dough Short's regression analysis shows that regression to the 140 year S&P trendline would be 998 and that to the line of the major troughs would be "450-500." There is another analyst at a major firm, a bear of course, who believes we will see 450. I hope not and think not. But the world is seeded with fiscal & geoplitical snares so caution is good for now. Bob I hope your allocation proves to be the best.
    What we really need is Dr. Peabody & Sherman's "way-back machine." Where's the ticket booth? take care ----
    Sep 9 11:58 AM | Likes Like |Link to Comment
  • Rebalance To Buffer Crises? [View article]
    Thanks, Cameron, appreciated. Fish Fryer: they both are intelligent, informed and they care. They always are worth reading & your point is well-taken. As noted, the article suggests remaining 1.3 - 1/2 invested for now. Take care.
    Sep 8 08:48 PM | 2 Likes Like |Link to Comment
  • Commodities Beckon As Crises Increase [View article]
    Om Sept 4, Dr Stephen Leeb made the same points about renewed and growing strength for commodities and recovery in China. A short interview worth reading. http://bit.ly/15A13qP
    Search Leeb's bio and you will see his credentials. More solar panels means more silver.
    Sep 6 01:18 AM | Likes Like |Link to Comment
  • Gold And Silver Safe Haven Status Displayed [View article]
    Thanks to appreciative readers. Many people are quick to pounce on any sign of PM weakness and deride those who find reason to invest in them. The ragging swelled at today's mid-day decline so those with interest in the sector should not the recovery to the close. Nearly half companies were even or green. The fundamentals for silver remain very strong & enormous purchases of gold in the East continue.
    Sep 4 11:10 PM | Likes Like |Link to Comment
  • Gold And Silver Safe Haven Status Displayed [View article]
    Thank you, Alan. The rise "will be jagged" as I wrote here (& previously). It is the nature of the sector. Other main points remain: to increase cash and reduce bonds. Thanks for reading. Take care.
    Sep 4 12:42 PM | 1 Like Like |Link to Comment
  • Sprott Resource - A Solid, Mixed-Commodity Growth And Income Play [View article]
    The thesis is the key: Kilgore makes good points but Cameron's pts are dispositive. The thesis is sound. China's 2-month PMI rise is a + for commodities. SCPZF now at a discount. In a very different area, look at GES and WFM: no debt, growth, sweet spot, but wait to buy until the debt ceiling and syria matter are resolved. take care
    Sep 4 03:15 AM | Likes Like |Link to Comment
  • Financials For A Power Portfolio [View article]
    The sector certainly creates stress, for individual investors, the nation & economy. Still, when citizens next pay for their mistakes, those invested in them at least will gain some back. SST & BLK are best.
    Sep 3 08:44 PM | Likes Like |Link to Comment
  • PM Volatility Masks Impending Rise In Metals And Miners: Don't Sell Out [View article]
    Thanks phys: Tuesday shows there still are many buyers with or w/out a strike on syria. When Jeffrey Saut of RJ sees gold about to give a buy signal, it's probably worth noting. take care...
    Sep 3 01:48 PM | Likes Like |Link to Comment
  • Commodities Beckon As Crises Increase [View article]
    Thank you all for your thoughtful and apt comments. Bob, as always your informed views on mining and commodities are appreciated & valuable. Agbug, good points; ditto User and Ken. The outcomes will not be what most of us would term "beneficial": crisis - distraction is the name of the game. Ken, I think ura will come back. Hopefully, the next 2 months will not be too harsh.
    Sep 2 02:44 PM | Likes Like |Link to Comment
  • Gold And Silver For Rough Weather: Buying Time [View article]
    Southeast Asian currencies ("the fragile five") are crashing and the Rupee is in a bad slide. The geopolitical angle re Syria increases panic & rush to $ as a "safe" asset. People w weakening currencies & a culture that values PMs and gems will go to true safety. best....
    Aug 31 03:27 PM | 1 Like Like |Link to Comment
  • PM Volatility Masks Impending Rise In Metals And Miners: Don't Sell Out [View article]
    Art Cashin, NYSE floor manager for UBS again on Aug 30 addressed the physical shortages of gold and continuing reluctance of holders of physical to sell or lease. -- take care
    Aug 31 03:15 PM | Likes Like |Link to Comment
COMMENTS STATS
593 Comments
377 Likes