Ignore the markets, look past the volatility and focus on the companies, says Gabelli Portfolio...

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George Fisher Comments (541)
 
I agree with Siddique, and have owned TNB for a few years. Good company, great management. Review is here, but is a bit dated form Feb. This one flies under everyone's radar.
http://seekingalpha.co...
7 Oct 2011, 07:38 PM Reply Like

MainStreetKate Comments (59)
 
I ditto this. I just wrote a Blog about it http://adf.ly/35wuo Basically, if a company has sound financials and you *like* them & think they are a *good* company, they might very well be a sound investment. As long as you keep tabs on them. I bought WWW ages ago. Explicitly because Merrell & Chico shoes happen to be among the only shoes I've ever been *truly* happy with.

So... Yup... Ride out the pain and the panic. The strong will flourish. Just don't buy and hold because you like a company this year. Keep tabs.
7 Oct 2011, 07:44 PM Reply Like

untrusting investor Comments (9879)
 
Lots of good companies out there. But, will wait for cheaper prices to buy any of them.
7 Oct 2011, 09:31 PM Reply Like

dividend_growth Comments (2746)
 
AAPL, GOOG: superb fundamentals, great business momentum, excellent talent pools, dirt cheap valuation - what more can you ask for?
7 Oct 2011, 10:08 PM Reply Like

wolverine27 Comments (412)
 
aapl at 300 looks better . goog is close .
how can any investor buy a stock with the vix at these levels ?

if your not a trader stay away. this is not your fathers market.
7 Oct 2011, 10:15 PM Reply Like

wyostocks Comments (5340)
 
"Ignore the markets, look past the volatility"
Easier said than done when the "valuation" is a yo yo ride based on current world headlines.
This is a market to trade, not invest in.
8 Oct 2011, 11:27 AM Reply Like

cynic2011 Comments (652)
 
Rather than look past the volatility,one should embrace it.

Over the long haul, it's best to add to volatility when the market is down and reduce volatility when the market is up. the market is down now.

last week I added to positions in BHP,CSX,DE,CAT,CMI,GS,... TROW. If the market falls further I'll add to them.


When the market was up last year and early 2011 I added to PEP,CL,PG ED,SO,GIS and to qid,dug,sds,and cash

But this is a contrarian view,and as we all know, contrarians are always wrong.
8 Oct 2011, 01:57 PM Reply Like

screamin187 Comments (294)
 
"Ignore the markets."

Wow, talk about staying on the Titanic while it's sinking. Price is truth, the tape tells no lies. It is easier to swim downstream than against the current, don't fight it no matter what the fundamentals say. Earnings can decline, it has happened before.
8 Oct 2011, 09:54 PM Reply Like

MainStreetKate Comments (59)
 
If no one ever fought the current... Life would be god-awful boring. And the market would never move. It would be a nice straight flat line.... like the interest people are making on most "high-yield" savings accounts right now :)

A consensus means that everyone agrees to say collectively what no one believes individually. - Abba Eban
8 Oct 2011, 11:04 PM Reply Like