Positioning For A Mundane Market Outlook [View article]
Great article.
"Frankly, it wouldn't surprise me if the past decade becomes the next decade."
It wouldn't surprise me either. Just because it has been over 10 years has no impact on the future. As far as your trimming around the edges of the portfolio I agree as long as you don't cut the root branches or you may lose great companies and not go back in them.
For the coming years it will be a good idea to have some cash in your portfolio as a hedge against a sell-off and an opportunity to buy when the market does sell-off.
The Rise And Fall Of The Trader Nation [View article]
I would consider this a combination of both, but mostly trading. The investing side is you make sure the companies you are using this strategy on are fundamentally solid.
Waiting for a company to base smacks of trading to me. When investing I am do not look at it this way, but I do with trading. My only criteria is whether the stock is a bargain on the fundamentals at this price. Since I am buying for the long term I am not really concerned with basing.
Buying a stock because of the implied volatility on options is something that does not concern an investor who is only answering one question: "Is this a good business that will continue to grow over time."
If the strategy works go for it, but I would not consider it traditional investing.
This drop is really going to test investors commitment to WAG. For those who believe in it this is providing an excellent opportunity to get in. I try to buy precisely when there is so much negative news on the stock. Once it is downgraded there is no place to go but up.
Customer Concentration: Why All The Fuss? [View article]
Nice article.
For me, diversification is not just limited to portfolio allocation, but to diversification within companies. A small customer base limits this diversification. There is always a chance that key customers will leave, and if this is a 30%+ hit to the company you are in big trouble.
no_eyes life is about moderation and balance. Watching TV to relax occasionally is a normal and healthy activity. Spending 100% of your energies trying to help people will wreck you and you won't end up helping anyone. Partaking in society, getting a job, helping the economy, and raising a family is the best charity work one can do. I don't watch TV often, but when I do I drink Dos Equies.
You are misquoting me. First I never said "If Apple takes off", I said "If Apple TV takes off." And where did you get the idea that I am waiting for a Spain or Italy crash as that is no where mentioned in any of my comments.
What I did say is that the fundamentals are solid and I want to go long Apple. "The price is right" does not mean waiting for a global sell-off. Please don't put words in other people's mouths.
George, please tell your son I loved his article. Be careful or one day he will overtake your written prowess.
MSFT is solid and I doubled up last summer. While I am not a covered call salesman like yourself I love the dividends I have been getting for years. I believe that we haven't heard the last from them.
MSFT is certainly not a failure, but it has had failed product launches. If you think Apple TV will blow everyones mind then go ahead and buy it. I am a conservative investor and tech is very trendy. It is not necessarily my play but for hedge funds and techies there is nothing wrong with playing it. I'd rather bet on rising energy demands and increased inflation. It's just a difference of styles. But thinking it is a guaranteed slam dunk is problematic.
No because I like the fundamentals and am hoping to go long when the price is right. I am not going to invest in the stock based on product hype until I see how it begins to develop in the market. I am willing to get in a tad later and pay a bit more if Apple TV takes off than risk getting in too early.
History does change. Believing that everything Apple touches turns to gold is dangerous. Dell, Microsoft, Hewlett Packard also seemed that way a long time ago and they learned the lesson of failure.
Evildog I am not sure what you are saying. He is making a case for MSFT by showing that this mega cap company is (or was) somehow under the radar. That is a pretty bold and innovative statement that makes a lot of sense. Yes win8 will probably sell nicely, but the impact to the company's bottom line is overhyped.
"This is because TVs are slowly becoming commoditized, as tons of companies join the fray"
Great line. This may make it difficult for Apple's sales. Essentially as long as a TV presents a good picture, the average consumer only cares about size, sound and quality. They then look for the lowest price that satisfies those criteria. Branding is not so crucial. If Apple TV is too pricey it will cause problems.
Positioning For A Mundane Market Outlook [View article]
"Frankly, it wouldn't surprise me if the past decade becomes the next decade."
It wouldn't surprise me either. Just because it has been over 10 years has no impact on the future. As far as your trimming around the edges of the portfolio I agree as long as you don't cut the root branches or you may lose great companies and not go back in them.
For the coming years it will be a good idea to have some cash in your portfolio as a hedge against a sell-off and an opportunity to buy when the market does sell-off.
The Rise And Fall Of The Trader Nation [View article]
Waiting for a company to base smacks of trading to me. When investing I am do not look at it this way, but I do with trading. My only criteria is whether the stock is a bargain on the fundamentals at this price. Since I am buying for the long term I am not really concerned with basing.
Buying a stock because of the implied volatility on options is something that does not concern an investor who is only answering one question: "Is this a good business that will continue to grow over time."
If the strategy works go for it, but I would not consider it traditional investing.
Procter & Gamble: History Of A Dividend Champion [View article]
Conviction Vs. Walgreen [View article]
Customer Concentration: Why All The Fuss? [View article]
For me, diversification is not just limited to portfolio allocation, but to diversification within companies. A small customer base limits this diversification. There is always a chance that key customers will leave, and if this is a 30%+ hit to the company you are in big trouble.
Apple TV: To Infinity And Beyond [View article]
Apple TV: To Infinity And Beyond [View article]
What I did say is that the fundamentals are solid and I want to go long Apple. "The price is right" does not mean waiting for a global sell-off.
Please don't put words in other people's mouths.
It's Too Zune For A Requiem [View article]
MSFT is solid and I doubled up last summer. While I am not a covered call salesman like yourself I love the dividends I have been getting for years. I believe that we haven't heard the last from them.
Apple TV: To Infinity And Beyond [View article]
Apple TV: To Infinity And Beyond [View article]
Apple TV: To Infinity And Beyond [View article]
Apple TV: To Infinity And Beyond [View article]
It's Too Zune For A Requiem [View article]
Apple TV: To Infinity And Beyond [View article]
Great line. This may make it difficult for Apple's sales. Essentially as long as a TV presents a good picture, the average consumer only cares about size, sound and quality. They then look for the lowest price that satisfies those criteria. Branding is not so crucial. If Apple TV is too pricey it will cause problems.
Walgreen Walks Away From U.S. With Alliance Boots Buy [View article]