oldman

44 Comments

    • 36 Opportunities for the Beginning of the Bull [view article]
      PNC, PEP, PCP a few I own and have for a very long time. Oct 06 11:55 AM
    • Sarah Palin's Stock Portfolio [view article]
      Make her secretary of Treasury or Fed chairman. Oct 01 03:39 PM
    • Play the Bounce to Hedge Your Longs [view article]
      it's tough to try and buy anything with large gap opens, whether up or down. Sep 30 09:43 PM
    • Boeing Losers - Cramer's Mad Money (9/25/08) [view article]
      I have owned
      BA and PCP since 1978-79 and have done extremely well. My view is longer than your 10 minutes.       Sep 26 05:54 PM
    • 13 Defense and Aerospace Stocks to Consider [view article]

      how could you fail to include the best of the best, Precision Castparts PCP, a rare gem?       Sep 22 10:07 AM
    • Diversification Is Your Only Friend [view article]
      nothing has worked except cash, bonds, CD's. Diversification is another word for not sure where to be. Sep 13 09:46 PM
    • More Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
      "That said, this decline is not so bad for those with truly well diversified portfolios."

      No Geoff and it has not taken me much to have a portfolio of a few mutual funds to have anywhere from a few percent plus to a few percent minus without so many different asset classes. Only took a fixed income position of around 35% and 10% cash and rest mostly equities. Why so many asset classes, seems to me it is not necessary to complicate asset allocation for the average investor.       Sep 06 10:00 PM
    • An Appeal for Sanity: Boeing's Impending Strike [view article]
      A company takes the risks and provides the jobs, the greedy ones are the unions and they are forcing more outsourcing and less jobs. Sep 06 10:40 AM
    • Buying a Bank? My Vote is for JPMorgan Chase [view article]
      How about PNC? The half ownership of Blackrock seems to be the cream of the bamks performance.

      finance.yahoo.com/q/ta...       Sep 02 11:09 AM
    • Thoughts on Mohamed El-Erian's 'When Markets Collide' [view article]
      I thought I was being smart by adding alternative asset allocation class mutual fund to my portfolio but what I am seeing is when market is up alternative class is down more than it is up when market is down. Is that supposed to be? Sep 02 11:03 AM
    • Peak Theory, Applied To Inflation [view article]
      Boy am I confused, Just retired at age 75 and looking for some fixed income investments. Thought TIP might be a decent place for about 25% of it, how about the other 75%? Aug 24 08:17 PM
    • Defining a Set of Core Asset Classes [view article]
      Thanks for the comment Xu tiu. In my IRA accounts, I can see it makes sense but not sure about the taxable accounts. Perhaps,still better for the equites and mutual funds. Aug 19 10:40 AM
    • Defining a Set of Core Asset Classes [view article]
      Hi Geoff,

      I have mostly managed mutual funds with managers I find are some of the best, Evillard, Leuthold, Romick, McGregor, Rudolph-Riad Younes, Royce, Cuggino. I don't own any bonds or bond funds except those in the funds I own. Can those bonds serve as my allocation to bonds? If I have 40-50% bonds from those mutual funds, can they be considered my bond allocation? I am 75 and only recently retired.       Aug 18 09:20 AM
    • Defining a Set of Core Asset Classes [view article]
      I thought I was doing ok with a managed futures RYMFX fund but not now.

      finance.yahoo.com/q/ta...

      It seems that commodities have disrupted any benefit, in the short term, at least. How can this be prevented?       Aug 18 08:20 AM
    • Commodities: Though Hit Hard Recently, Bulls May Yet Return [view article]
      "Key commodities are near significant support levels (e.g. $110/barrel for oil and $860 for gold), which we suspect will hold"

      Well, so much for that prediction, at least for today, 8/17/2008, now $788.       Aug 17 10:59 AM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»