myWealth.com

The Stock Market Sell-Off Arrives

"Sometimes" they do!

Bob O


On Sep 03 03:18 PM buoy wrote:

> Sometimes, the comments have more substance than the article.

Health Plan Stocks, Ted Kennedy and Healthcare Reform

Guru,

Thanks for your comment, but this is exactly what the Health Insurers want people to think. I am not buying it, but the devil will be in the details.

Bob

On Sep 01 04:15 PM gurumanjohn wrote:

> I actually don't buy your doom analysis for the major health plan
> stocks. If health reform happens, it could be a very good thing for
> the major carriers. Even without their political clout ( and we all
> know it's very strong) expanding the reach of health insurance under
> any of the major plans on the table will expand the major carriers'
> market universe by anywhere between 20 and 40 million lives. Even
> at a lower margin, this will increase profits substantially. In fact,
> United's strategic plan is betting on this outcome. What if they
> enact a "public" plan you say? Even better. The chance of the government
> administering this "public" plan itself is extremely remote. They
> will hire at least two or three of the major carriers to administer
> it for them on an ASO (administrative services only) basis. So I
> believe you should moderate your doomsday analysis in the long term.

Health Plan Stocks, Ted Kennedy and Healthcare Reform

YoYoMama,

I appreciate your comment, but I can't hekp but think that you are projecting.

I wish you well!!

Bob


On Sep 01 09:50 AM YoYoMama wrote:

> Your article is completely contradictory. You state from the outset
> that this article is not about politics. You then go on to post a
> tiny paragraph of stock recommendations, post a few charts, then
> spend the body of your article (3 out of 5 paragraphs) talking about
> Democrats and Republicans.
>
> Let's not be intellectually dishonest. If we are going to talk about
> health care reform, it will be political in nature. Stocks take a
> backseat. Next time, just be more honest from the outset.

Friday Jobs Report Discounted: Why the Rally Will Continue

Turb,

It sounds more like you just agree with me!

A lot of geat comments here and I appreciate them!

Bob O'B


On Aug 06 09:50 PM Turbonium wrote:

> No offense intended, but this article was supposed to be about "Why".
> Instead it's a superficial assessment of where we are now and what
> market inertia "should" bring our way in the near future.
>
> This is a classic case of "predicting the present". (i.e., if the
> sun is shining today, it should shine tomorrow, and if the sky is
> cloudy today the sky should be cloudy tomorrow.)

Friday Jobs Report Discounted: Why the Rally Will Continue

Jasper, are you always so specific and to the point?

Good luck my friend!

'Beware' the Buffett Effect

Bouy,

I am saying that they are over-simplified.

Thanks for your perspective though!

Bob OBrien


On Jul 29 05:40 PM buoy wrote:

> Buffets's strategies are not complicated. You just need all the time
> in the world to wait for results, something most people don't care
> to do.

5 Reasons Why Tech Stocks Should Be in Your Portfolio

Trend, you are really missing the bigger picture here! When the economy does recover Tech will be the leading sector. It is the leading sector now. This is basic sector rotation in the buiness cycle!! I am not encouraging anyone to go on automtic pilot here, and if you are bearish forever stay away from the market completely.

If you are a Trader Tech has been a great trade, and if you are a long term investor owning Techs and rebalancing should work out real well for you. Up 5% since I wrote this article!! but they will certainly cool off sooner or later!

Good luck to you!!

The Fed Considers Inflation vs. Deflation

gotta keep those Ponzi Schemes going no matter what.. that is very good, that for the good laugh..


On Jun 25 03:20 AM johngonole wrote:

> I agree with the idea that eventually we will have to inflate just
> to allow the fed govt to pay for its promises. Immigration will be
> the only other possible solution. Gotta keep those ponzi schemes
> going no matter what.

Chrysler, GM Travails Could Be a Boon for Honda

Well, if I hadn't made so much money out of these methods for the past 16 years, I'd be inclined to agree with that logic. However, when it's worked for that long...I think I'll continue on.

If you have something (a method) that makes you money, stick with it. Go with what you believe in. Mine reaps great rewards for me through the years.


On Apr 02 03:30 AM yay wrote:

> What I dont get about you investment people i if you really think
> that the information out of which you build your great ideas isnt
> already PRICED IN since the very second (or even before) it became
> public. The market is a machine that works on information and you
> can say this information appears at random. All your investing is
> just guessing, all you do is rationalize this afterwards and make
> a concept out of it. This is an academical view and markets are sureley
> not that efficient as these professor dudes say they are, especially
> with all the gov fuckery around but theyre certainly not that stupid.

Chrysler, GM Travails Could Be a Boon for Honda

Glad you like it. Dog bites man is of some news....Man bites dog, is huge news. haha.


On Apr 02 02:13 AM mac.barron wrote:

> Nice headline, I think it's called a "Dog Bites Man" lead.

Chrysler, GM Travails Could Be a Boon for Honda

While it may be true that you won't buy a foreign made vehicle (and nothing wrong with that at all)...market share is gained all the time by the Asian manufacturers because many people are dumping American cars for Asian and Korean ones all the the more, all the time.

Unfortunately, the Asian manufacturers make a better car...goes further and gets better gas mileage...they've also jumped on the "eco" thing much quicker than Detroit. They were still pushing Hummers/SUVs.

Plus Detroit has a much tougher road with the health care costs and union disadvantages. This gives Toyota, Honda, etc. an edge over them.

Thanks for posting.


On Apr 01 06:40 PM ED K wrote:

> Informative article with good points made,probably all the auto manufacturers
> will benefit to some degree including FORD. Perhaps "BUY AMERICAN"
> and being a little bit leary of Gm and Chrysler's future might have
> some impact and there are many of us that just won't by a foreign
> made vehicle.
>

Chrysler, GM Travails Could Be a Boon for Honda

Tell that to those buying up Honda and Toyota stock vs. GM/Ford, which is down in the toilet. Ultimately, people "vote" with their money...and they are "voting" the Asian manufacturers up, and Detroit down.

If the big institutions were convinced that GM was going to outsell Toyota consistently, there would be a ton of GM buying going on...but they are in so much trouble right now financially, that bankruptcy may be in the cards. Even if not, they're still spinning their wheels.

Thanks for posting.


On Apr 01 05:43 PM Thadeus Thornton III wrote:

> Just for some perspective. .. according to the newly released March
> sales figures. GM sold almost 17% more light vehicles in March than
> Toyota. Even Ford was only about 1,700 units behind Toyota. GM sold
> some 155,00 vehicles in March, which is actually up from February.
> Well, up is up isn't it? A glimmer anyway.

Chrysler, GM Travails Could Be a Boon for Honda

haha, not sure...but one thing to remember...they haven't "taken" our market share...we've given it to them. The market share went to the one that wanted it more...they won the recent hands for sure. So that part is our own fault really. I hate to say that as an American...but it's true.

Thanks for posting.


On Apr 01 05:01 PM Mister Jimmy wrote:

> Do you think that when the Japanese utterly and completely control
> the U.S. vehicle market they just might use one of those little Priuses
> to drive up our collective butts?

Chrysler, GM Travails Could Be a Boon for Honda

Yeah, I think Toyota will do well too...just from a technical standpoint, buying has come back into Honda much sooner. But I'd not be opposed to owning both. They'll do better than the "big 3" for sure.


On Apr 01 04:38 PM Mad Hedge Fund Trader wrote:

> The are going to have to deal with Toyota (seekingalpha.com/symbo...).
> The 3G model Prius, which boosts gas mileage from 46 to 50 mpg, carries
> solar panels on the roof, and offers more elegant styling, will cost
> around $23,000, stripped down. To date, the Japanese car maker has
> sold one million of the snub nosed, high backed vehicles, which account
> for 50% of the global hybrid market. Toyota hopes this 3G model will
> fight off competition from Honda’s Insight and the Ford Fusion, but
> it won’t be easy. Hybrid sales fell 31% in 2008, and the US car market
> is now thought to be running at an 8.8 million run rate, down precipitously
> from the 19 million peak. This will be the last Prius model before
> Toyota brings out its plug in version next year, which will run on
> batteries only for the first 40 miles of every trip. A 3G win would
> give Toyota’s US traded ADR’s, which have recently plunged from $138
> to $58, some much needed life support.
>

Be Prepared for a Weaker Yen

Look at the USD/JPY rate then...as of that writing....and look at it now. That speaks for itself. USD/JPY pushing 100 again.