How to Lose Half Your Wealth: Stick It in Bonds [View article]
Great to see other investment professionals with a great perspective on bonds. Lets see, investment grade bonds with a yield to maturity of 2-3%, after the investor purchased them way over par, vs. strong balanced sheet companies with record amounts of cash paying 2-3% dividend, with great probabilities of 3-5% capital appreciation.
Reality Check: Analyzing Earnings Season So Far And Looking Cautiously Ahead [View article]
Just remember one thing folks. May 6th of 2010, the market dropped almost 1,000 points due to "greek unrest/flash crash". In 2011, the market dropped almost 2,000 points in 1 week in August. In 2008, the recession was already here, even though the market was holding its own all the way till May of 08'.
Everybody knew a recession was here in 08'. Yet....."most" investors got killed. The guy is trying to remind investors alike to just see the warning signs. One last thing......this year is not over. Anything can happen to punish these markets. A little early is better then being a little late.
I agree Thomas. This year the problems are worse in Europe then last year. We had a flash crash in 10' over Greece, moody's downgrade in 11', and look at that, a moody's downgrade on banks in 12'. Banks will need more collateral, Spain is falling, and so is Italy.
For all those who say VXX is not a good buy....You need to talk about backwardation also. I made serious dough in VXX after the market started melting down.
Dow 13,000: Warning Sign In Disguise? [View article]
Thanks for the comment.
I do. Since 1979, the market has corrected or pull backed to those Jan 1st levels. I like to look at 2010, and 2011 with multiple QE events within them, and look how those traded. Spring of 10' the markets were up 10+%, just to correct back down to be negative at one point, then in 11', we got a slashing in the summer to be negative at one point. I think this year will be no different.
AGCO Corp. Significantly Undervalued At 9.5X Earnings With Major Growth Prospects [View article]
Guys, coming from a family who owned Deere dealerships, I can tell you that Deere is not a low cost product. Deere has best reputation, best quality, and the price tags are sticker shocks. The up and coming brand is CNH. They are real competition against De and taking some market share. AGCO is third at best in sales and does not have a real brand in most farming communities. Not trying to say it is a bad company, just saying the real contender is CNH...They keep Deere on their toes.
We owned 3 DE dealerships in central Ohio for years. DE is the most loved brand, but with hard times farmers are loving CNH products more.
Financials To Lead The Fiscal Cliff [View article]
Thank you sir. I agree. Usually this time is of the year you have the santa claus rally. The charts though just don't show it. I am looking at Dow around 12400 before year end.
I love Cramer. SAN is one of the worst charts I have seen lately, hinting to me that Spain may take center stage now? I think the big guys are selling ahead of cliff, and they are selling financials hard here. I am shorting $SAN.
Agreed, Elliott Wave is also great to use. I don't put much emphasis on the 200 day monkey average but I know a lot of institutions who use it as a holy grail to risk management.
The Case for the Individual Investor [View article]
Alex: A good piece here. As a young investment professional myself, I encourage you to "investigate" deeper into investor psychology and mainly perceptions and emotions. How do you know that KO or PEP was not fairly valued in 2009?. We don't. Its hindsight bias. But its investors perceptions of discounted cash flows and price to earnings what makes a market a market. Not trying to disagree with you here. But B-school finance teaches students to focus on DCF models and ratios. But how many courses are taught at your B-school on analyst behaviors? Or even investor behaviors which could cost yourself or your firm multi-millions? An interesting comparison to say the least.
Volatility ETFs Could Face A Short Squeeze [View article]
I see what the author is saying here. If you talk to traders in the pit of the actually VIX futures, you would know the the etn's are growing so mammoth, that the ETN is actually starting to control the futures contracts themselves. Most of the order flows is from Barclay's etc. at the ETN house controlling the contracts. However, I do agree with most of the comments.
Reality Check: Analyzing Earnings Season So Far And Looking Cautiously Ahead [View article]
Right on Dr. Fred. Every millionaire client I have says that word for word. Luckily, I got them into years ago with high yield bond etf's, HYG, or even some preferred stock etf's paying 7-8% yields. Selling covered calls against these for another 1-2% gain gets investors up there in yield you know?
Dow 13,000: Warning Sign In Disguise? [View article]
How to Lose Half Your Wealth: Stick It in Bonds [View article]
Reality Check: Analyzing Earnings Season So Far And Looking Cautiously Ahead [View article]
Everybody knew a recession was here in 08'. Yet....."most" investors got killed. The guy is trying to remind investors alike to just see the warning signs. One last thing......this year is not over. Anything can happen to punish these markets. A little early is better then being a little late.
Buy The VIX For A 200% Gain [View article]
For all those who say VXX is not a good buy....You need to talk about backwardation also. I made serious dough in VXX after the market started melting down.
Dow 13,000: Warning Sign In Disguise? [View article]
I do. Since 1979, the market has corrected or pull backed to those Jan 1st levels. I like to look at 2010, and 2011 with multiple QE events within them, and look how those traded. Spring of 10' the markets were up 10+%, just to correct back down to be negative at one point, then in 11', we got a slashing in the summer to be negative at one point. I think this year will be no different.
AGCO Corp. Significantly Undervalued At 9.5X Earnings With Major Growth Prospects [View article]
We owned 3 DE dealerships in central Ohio for years. DE is the most loved brand, but with hard times farmers are loving CNH products more.
Financials To Lead The Fiscal Cliff [View article]
I love Cramer. SAN is one of the worst charts I have seen lately, hinting to me that Spain may take center stage now? I think the big guys are selling ahead of cliff, and they are selling financials hard here. I am shorting $SAN.
Crude Realties For QE3 [View article]
European Debt Crisis Part III [View article]
Dow 13,000: Warning Sign In Disguise? [View article]
Dow 13,000: Warning Sign In Disguise? [View article]
The Case for the Individual Investor [View article]
Volatility ETFs Could Face A Short Squeeze [View article]
Financials To Lead The Fiscal Cliff [View article]
Just saying. Who knows....Could break the downtrend and higher.
Reality Check: Analyzing Earnings Season So Far And Looking Cautiously Ahead [View article]