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- New Wind ETF Cools Off Sunburned Portfolios [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
- Johnson Controls Reports Wednesday: Optimistic Predictions [view article]
- Jim Cramer's In-Depth Lightning Round, 2/15/08: Sorry Martha! [view article]
- Davis's Monday Outlook [view article]
- New Oriental Education & Technology: Earnings Catalyst Coming Tuesday [view article]
- Jim Cramer's Mad Money Lightning Round, 12/19/07: Forbidden Citi [view article]
- Jim Cramer's Mad Money In-Depth Stock Picks, 7/13/07 [view article]
- Investing In a Greenhouse Gas-Regulated World [view article]
- Jim Cramer's Stop Trading! Stock Picks and Comments, 6/6/07 [view article]
loading ...Recent JCI Articles
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- New Wind ETF Cools Off Sunburned Portfolios
- Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap
- Earnings Preview: Johnson Controls
- Johnson Controls Reports Wednesday: Optimistic Predictions
- 10 Clean Energy Stocks to Buy on the Cheap
- Ten Solid Clean Energy Companies to Buy on the Cheap: #1 Johnson Controls, Inc.
- Johnson Controls: CEO Interview Makes Me Proud To Be a Shareholder
- Davis's Monday Outlook
- New Oriental Education & Technology: Earnings Catalyst Coming Tuesday
- Full List of Articles »
New Wind ETF Cools Off Sunburned Portfolios [view article]
I switched to SogoTrade, www.sogotrade.com/Defa..., and have saved many $$$ in commissions over Ameritrade.SogoTrade Premier account commissions are $1.50 per trade with unlimited trades and only a $10 monthly fee. Also, trade executions are much faster than Ameritrade. No mutual fund or options trading which I don't do anyway. Good luck. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.On Jul 07 10:04 AM David White wrote:
> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
No value to me, completely useless in it's present form. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
very silly article-no value unless some has a week of time to review. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Get serious. If you must own so many stocks just buy IYY and go on vacation. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Why NM David? I know it's highly leveraged, but I think with patience it will shine. My one concern is how the relationship will work between NM and NMP, how the assets will shift and of course, the distribution of profits. That being said, I'm long NM and just think that in this market investors have to be more patient with their speculative holdings. Maybe I'm just willing to hold on longer than you are. I'd like to hear your thoughts. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Too many to have any value. Not managable ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Why don't you just list every stock in the world? There would probably be some good bets in there some where. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
how do you choose your stocks to go long with? ReplyNew Wind ETF Cools Off Sunburned Portfolios [view article]
Another author, today, commented on the poorly constructed & uncorrelated 'Timber" ETFs, CUT & WOOD, which have the same shortcomings as the ones mentioned in this article.I suggested, in a comment that timber-investors pick and choose real timber investments, vs. land, debt holders and paper mills... and thereby make their own ETF section of a portfolio with individual securities. The author has done the same for this particular "green sector" of alternative energy. Reply