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  • 2 Team Alpha Portfolio Updates: Selling Several Losing Positions And Performance Reviews [View article]
    Generally I think the portfolios are strong. On a 10 year horizon they should all probably be higher than today. But I've read all your prior articles. Simply because GALE was a buy at 2.35 because Neuvax is expected to be approved doesn't mean GALE is a buy at 4.35 in the midst of a strained bubble that could pop any day and send everything down by half. And really, that's the concern -- whether it isn't time to be in cash. Your conclusion seems to imply that even these portfolios are not destined to be weathered through the down storm. "[B]e ready to take action to preserve capital." I'm asking, maybe that time is now, or at least soon? Or if the bottom fell out tomorrow which of these would you say are worth hanging tough with throughout the roller-coaster ride?
    Dec 2, 2013. 11:57 AM | 1 Like Like |Link to Comment
  • 2 Team Alpha Portfolio Updates: Selling Several Losing Positions And Performance Reviews [View article]
    Why do you think GE may be ready for breakout? Why will AMBA and GALae continue up, has your earlier analysis not been priced into these recent gains? Why do you think TWTR will pull back and yet it will be stock of the year? Not a lot of why explanation in this article.

    Elephant in the room is Fed taper and inevitable bubble correction as your closing paragraph provides. How can anyone be ready to take action to preserve capital after the correction begins? Will we all be selling into a collapsing market. Seems like the right question is when are we happy enough with recent gains that we sit out and forego any final blow out before the correction. Pigs get fat, ogs get slaughtered, etc. Or better yet, time to identify that sector or handful of stocks that will leave open opportunity for modest appreciation even in face of broader market sell off. Maybe a GALE or an AMBA have enough upside to stay abovethe fray?
    Dec 2, 2013. 08:44 AM | Likes Like |Link to Comment
  • 3 Healthy REITs With Double-Digit Yields [View article]
    When interest rates inevitably rise to combat inflation, what is the next high yield sector?
    Aug 30, 2011. 11:30 AM | Likes Like |Link to Comment
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