Larry House

The Enterprising Investor’s Guide 9/14/2009

True enough. The risk/reward ratio is not favorable at the moment. I think investors should have core holdings of high-quality good-yielding stocks in essential businesses that can be held. I would take profits on lower quality stocks, at least until the outlook is clearer--beyond this fall.

Enormous Downside Risk for Stocks

I am prepared for the type of fall/winter action you describe. Now if it just happens!

Are We at the Beginning of a Bull Market?

Rallies can come from anywhere; bull markets come from fundamentals. We aren't there yet.

Weekly Street Sentiment: Sometimes the Trend Is Not Your Friend

Cetin, I don't think your ideas here are compatible with your oft-stated view that the market is making a V-bottom and is going straight up. I don't think the market can do that without the sectors you say to avoid--and with a weak dollar.

Dividend Paying Stocks: You Only Have to Be Lucky Once

Dividends are a must right now, whether income is an investment objective or not. PIMCO, whether you love them or hate them, is advising bonds now and stocks later. It is hard to disagree with that advice. I have included a few stocks that yield about the same as A-rated bonds. I think it is important to keep modest expectations for returns and put safety first. The stock market is much too much like gambling right now, and I am not at all sure the little guy has a fair chance.

10 Ways the Financial Meltdown Impacts Tech

Good points to consider. Thanks.