Seaferer20's Comments Seaferer20's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/109742/comments Friday Roundup: Commodities, Emerging Markets http://seekingalpha.com/article/156230-friday-roundup-commodities-emerging-markets?source=feed#comment-631571 631571 Meanwhile, you (emphasized) enjoy magnificent New Hampshire and don't fret about the small stuff.]]> Sun, 16 Aug 2009 09:34:29 -0400 Meanwhile, you (emphasized) enjoy magnificent New Hampshire and don't fret about the small stuff.]]> 3 ETFs to Consider for a Market Correction http://seekingalpha.com/article/154888-3-etfs-to-consider-for-a-market-correction?source=feed#comment-622339 622339 I can't quite agree with your suggestion that IGN is an ETF to consider for a market correction. It closed Friday (8/7) at $24.89, its 50-day MA is $23.85 and its 200-day MA is $19.24, $5.65 or, even more importantly, a whopping 29% below its current NAV. A market correction could lead to a relatively large loss for this ETF. Its alpha is a slight 10, low for a technology fund, but I'd wait for the correction to happen before pushing cash to work.]]> Sun, 09 Aug 2009 16:55:31 -0400 I can't quite agree with your suggestion that IGN is an ETF to consider for a market correction. It closed Friday (8/7) at $24.89, its 50-day MA is $23.85 and its 200-day MA is $19.24, $5.65 or, even more importantly, a whopping 29% below its current NAV. A market correction could lead to a relatively large loss for this ETF. Its alpha is a slight 10, low for a technology fund, but I'd wait for the correction to happen before pushing cash to work.]]> ETFs for 20% Inflation http://seekingalpha.com/article/143855-etfs-for-20-inflation?source=feed#comment-551831 551831 Thu, 18 Jun 2009 09:45:35 -0400 Surviving ETF Liquidation http://seekingalpha.com/article/142352-surviving-etf-liquidation?source=feed#comment-540999 540999
Catch the well-deserved writeup Bob Clark did of you in the latest Investment Advisor Practice Edge [www.investmentadvisor....] and keep up the great job you're doing!

Best,
Tom Grzymala]]>
Wed, 10 Jun 2009 15:27:27 -0400
Catch the well-deserved writeup Bob Clark did of you in the latest Investment Advisor Practice Edge [www.investmentadvisor....] and keep up the great job you're doing!

Best,
Tom Grzymala]]>
Thursday Outlook: Commodities, Global Markets http://seekingalpha.com/article/133459-thursday-outlook-commodities-global-markets?source=feed#comment-521153 521153 Thu, 28 May 2009 10:24:44 -0400 Don't Confuse a Bear Market with Stupidity http://seekingalpha.com/article/139206-don-t-confuse-a-bear-market-with-stupidity?source=feed#comment-515316 515316 Sat, 23 May 2009 08:09:27 -0400 15 Key Types of Bond ETFs: 2008 Review http://seekingalpha.com/article/112033-15-key-types-of-bond-etfs-2008-review?source=feed#comment-336449 336449
Thanks]]>
Tue, 23 Dec 2008 08:45:57 -0500
Thanks]]>
Will McCain's Vice Presidential Selection Help the Markets? http://seekingalpha.com/article/92932-will-mccain-s-vice-presidential-selection-help-the-markets?source=feed#comment-240802 240802 Thu, 28 Aug 2008 09:57:57 -0400 Bill Miller on This Tough Market http://seekingalpha.com/article/88677-bill-miller-on-this-tough-market?source=feed#comment-220884 220884
The financial services industry thus far has acknowledged $300 billion in losses but the bottom has yet to be found. How does $1 trillion grab you? This mess will not begin (underlined) to fix itself until the real value of the American economy has been determined. In the process FNM and FRE should be placed into receivership, their management scoundrels fired and both GSEs dissected into manageable entities.

As for buy and hold, those of us in our sixties will find it challenging to await 2030 or whenever. IMHO cash, TIPS and very short duration foreign bond funds (PIMCO has one) are the safest places to be for at least the next several years.
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Sat, 02 Aug 2008 09:00:05 -0400
The financial services industry thus far has acknowledged $300 billion in losses but the bottom has yet to be found. How does $1 trillion grab you? This mess will not begin (underlined) to fix itself until the real value of the American economy has been determined. In the process FNM and FRE should be placed into receivership, their management scoundrels fired and both GSEs dissected into manageable entities.

As for buy and hold, those of us in our sixties will find it challenging to await 2030 or whenever. IMHO cash, TIPS and very short duration foreign bond funds (PIMCO has one) are the safest places to be for at least the next several years.
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El-Erian's Recommended Allocation vs. Harvard, Yale http://seekingalpha.com/article/80674-el-erian-s-recommended-allocation-vs-harvard-yale?source=feed#comment-182340 182340
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Tue, 10 Jun 2008 08:26:45 -0400
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El-Erian's Recommended Allocation vs. Harvard, Yale http://seekingalpha.com/article/80674-el-erian-s-recommended-allocation-vs-harvard-yale?source=feed#comment-182335 182335 Tue, 10 Jun 2008 08:21:14 -0400 Wednesday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/79096-wednesday-outlook-commodities-emerging-markets?source=feed#comment-175118 175118 Wed, 28 May 2008 09:14:02 -0400 3 Reasons for a Rebound in Nuclear Energy ETFs http://seekingalpha.com/article/79125-3-reasons-for-a-rebound-in-nuclear-energy-etfs?source=feed#comment-175110 175110 Wed, 28 May 2008 09:03:42 -0400 Oil & Gas Equipment & Services ETF http://seekingalpha.com/article/77732-oil-gas-equipment-services-etf?source=feed#comment-169961 169961 Having said that I strongly agree with the Fitzman that energy and its related sub-sectors should be overweighted in one's portfolio for at least the next five years. The broken US political process just kicks the can down the road and lacks any semblance of a sane energy policy.
Meanwhile, XES is a great, low-cost way to invest in numerous oil-service stocks. Buy and hold!!]]>
Mon, 19 May 2008 09:23:36 -0400 Having said that I strongly agree with the Fitzman that energy and its related sub-sectors should be overweighted in one's portfolio for at least the next five years. The broken US political process just kicks the can down the road and lacks any semblance of a sane energy policy.
Meanwhile, XES is a great, low-cost way to invest in numerous oil-service stocks. Buy and hold!!]]>
The PowerShares Version of Global Asset Allocation http://seekingalpha.com/article/76563-the-powershares-version-of-global-asset-allocation?source=feed#comment-165423 165423 Sat, 10 May 2008 08:47:35 -0400 Brazil: Let the Feeding Frenzy Begin http://seekingalpha.com/article/75434-brazil-let-the-feeding-frenzy-begin?source=feed#comment-161254 161254
I particularly like EWZ because it fits very nicely with my MAD investment philosophy, Multi-Asset Distribution.]]>
Sat, 03 May 2008 17:50:27 -0400
I particularly like EWZ because it fits very nicely with my MAD investment philosophy, Multi-Asset Distribution.]]>
A Closer Look at REIT-Treasury Yield Spreads (1971- Present) http://seekingalpha.com/article/73740-a-closer-look-at-reit-treasury-yield-spreads-1971-present?source=feed#comment-155849 155849 Thu, 24 Apr 2008 09:58:40 -0400 ICF: The Surprising Rise of REITs in a Real Estate Downturn http://seekingalpha.com/article/72747-icf-the-surprising-rise-of-reits-in-a-real-estate-downturn?source=feed#comment-152960 152960 RQI). Here's it's numbers:

Performance
During Past: Cohen & Steers DJ U.S. Total
Quality Rlty (RQI) Market Index

3 Months 13.51% 3.68%
6 Months -18.23% -11.22%
Year-to-Date 14.60% -6.78%
12 Months -30.87% -7.10%
2 Years -16.88% 6.28%
5 Years 14.44% 60.63%

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Fri, 18 Apr 2008 12:05:13 -0400 RQI). Here's it's numbers:

Performance
During Past: Cohen & Steers DJ U.S. Total
Quality Rlty (RQI) Market Index

3 Months 13.51% 3.68%
6 Months -18.23% -11.22%
Year-to-Date 14.60% -6.78%
12 Months -30.87% -7.10%
2 Years -16.88% 6.28%
5 Years 14.44% 60.63%

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Swiss ETF (EWL): Are Swiss Stocks "Decoupling" from U.S. Stocks? http://seekingalpha.com/article/71290-swiss-etf-ewl-are-swiss-stocks-decoupling-from-u-s-stocks?source=feed#comment-146069 146069 FXF) vs the Euro (FXE). I suggest you take a look at Yahoo charting and compare them. ]]> Sun, 06 Apr 2008 16:47:40 -0400 FXF) vs the Euro (FXE). I suggest you take a look at Yahoo charting and compare them. ]]> When the Economy Hands You Lemons, Consider Dividend ETFs http://seekingalpha.com/article/71294-when-the-economy-hands-you-lemons-consider-dividend-etfs?source=feed#comment-145919 145919 Sun, 06 Apr 2008 10:23:23 -0400 Muni Bond ETF Yields Holding Steady http://seekingalpha.com/article/69705-muni-bond-etf-yields-holding-steady?source=feed#comment-131043 131043 Tue, 25 Mar 2008 08:11:44 -0400