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Regarded Solutions
  • on Retirement
  • on REITs
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Retired, living in South Florida. We have been investing for 40 years and lean towards a conservative approach with dividend paying blue chips, as well as a small amount of short term risk plays. We hedge with option strategies, and watch trends. We have always handled our own portfolio, and... More
My company:
Regarded Solutions, Inc.
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  • A Short Rant On "Cliff"

    I have watched in utter amazement how our elected officials have handled the fiscal cliff issue. I suppose I should not be surprised or shocked since they have been acting this way for a decade or more.

    I am not going to get into the he/said/she/said debates, or point fingers, but it is clear to me that our political system is in need of repair. Correct me if I am wrong, but aren't the folks in Washington OUR employees? Do they NOT have a fiduciary responsibility to the citizenry as a whole?

    I see not only a lack of leadership, but a lack of common sense that borders on stupidity, from every single "leader" we have in office.

    The details of the "cliff" have been bandied about ad nauseum, but the fact remains that the perception will become reality. If no deal is struck, then the markets will tank. Then they will recover of course, but not before hurting countless millions of regular investors.

    NOBODY wants to see their portfolio drop by 20% even for one measly month! Many will run away and never return. The impact on spending could be serious as well. Not because of the reality, but because of the fear that our elected officials have fed to our nation.

    If the smartest folks in the room are complete idiots, what the hell are we sitting around for. Ross Perot said it best; "GET OUT THE BROOM, CLEAN OUT THE BARN!"

    Regarded Solutions, Inc.

    Dec 29 12:46 PM | Link | 6 Comments
  • A Portfolio For Younger Growth Investors

    We have started a new portfolio aimed towards the younger investor, with a long term horizon. The profile of this investor is as follows:

    • 25-40 year time horizon for investments
    • A good job that pays well
    • A compliment strategy of saving for retirement and using dividend income investing for a more secure future
    • A chunk of discretionary cash that could be used to invest in stocks that have the potential to make these investors very wealthy

    We suggest you follow this portfolio if you feel it is right for you. To begin, please read the first 2 articles about this portfolio we will be managing here:

    The Young And Restless: A Portfolio Not A Soap Opera

    Adding Yahoo To The 'Young And Restless' Portfolio

    If this portfolio does not fit your goals, perhaps you know someone who might find this information helpful!

    If nothing else, this portfolio adds another dimension to the Regarded Solutions, Inc. investment strategies.

    The Regarded Solutions, Inc. Team

    Dec 29 10:27 AM | Link | 6 Comments
  • My General Electric Article Has Created "Buzz"

    Last week I wrote a fairly in depth article about GE and gave my opinion on why I felt a double in the share price could occur in 12-18 months.

    Here is the article: General Electric: A Sleeping Giant Poised To Double

    It was not more than a day or two that a series of articles written by my colleagues popped up to offer their own opinions. Each have been very well written and actually got me to re-visit my own opinion.

    Basically, I believe that the growth of GE will come from emerging markets and the positioning that GE has developed within them. This is a forward looking opinion, and the current fundamentals could never show that.

    My thesis is that as the global economies recover, and the emerging markets needs become greater, then the current fundamentals might not be quite as important as other SA authors make them out to be.

    That being said, I will agree that I could be overly optimistic within my time frame of 12-18 months. I should not have locked myself into that time frame although i do believe the stock will double.

    Currently, I am looking into the emerging markets growth trends and will adjust my opinion to 24-36 months for that double.

    I stand by my convictions however, that GE is poised for stronger than expected growth, and even though the share price has climbed by 50% since I first suggested it, more surprises are likely in store for GE shareholders.

    Re-read my article and replace the 12-18 months with 24-36 months. I believe my thesis is logical, reasonable and achievable.

    RS

    Disclosure: I am long GE.

    Dec 16 10:44 AM | Link | 5 Comments
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