granger

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231 Comments

    • Tue Jan 1st 08:28 AM | Rating: 0 0
      Commented on:
      Land Holdings Review 2007 (Part II)
      I have been a holder of NUT and PCL for a long time. I have been agressively adding to my NUT position recenty. I am defintiely a buy/hold, long horizon type person. A few other REITs that i have been buildingholding positions in are MPW and FSP. IGR is another core holding. Thats is it land wise for me.
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    • Mon Dec 31st 06:42 AM | Rating: 0 0
      Commented on:
      For Portfolio Diversification, Try This 10% Solution
      Great article.

      I have taken this approach over the past couple of years. I have sprinkled in DBV, RJI, MIC, plus the no load Rydex Managed Futures fund. For cash, I slowly added in a few Commercial Paper funds that have international exposure FCO & BGT.

      All of this has been in a tempered fashion. I used your approach, freeing up 20/25% of my portolio, then have slowly been dollar cost averaing into some of these positions. They all max out somewhere around 2.5%.

      It has really smoothed the volatility of th portfolio.

      There is more, but enough for now.

      Again, great advice, great article.

      One quick idea, GATX is another leasing idea.
      View article »
    • Sat Dec 29th 12:49 PM | Rating: 0 0
      Commented on:
      Simon Property Group: My Kind of Dividend Growth
      I agree. This may not be the best starting point, but a solid long term hold. It would be a great diversifier to a portfolio. I also have uisng MPW, FSP, and IGR. I will do more homework, but I like the global footprint of this one. Thanks for the idea,
      View article »
    • Wed Dec 26th 11:06 AM | Rating: 0 0
      Commented on:
      Tactical, as Opposed to Calendar Rebalancing
      Good stuff. I have always called it dynamic rebalancing, but I like tactical too.

      I am always and looking for more ideas on this topic. Keep it coming.
      View article »
    • Mon Dec 24th 08:32 AM | Rating: 0 0
      Commented on:
      5 Emerging Healthcare Stock Picks for 2008
      ROCM - thanks for the update. I have been accumulating the last few months on weakness. About as boring a company, with a growing product line you can get, my kind of company.
      View article »
    • Wed Dec 19th 13:34 PM | Rating: 0 0
      Commented on:
      Understand True “Excessive Bearishness”
      Great comments, I enjoyed it. I must admit, I am starting to get Bullish. The more fear I see and hear, the more I want to get long. I have at out all of the pain in recent months, but I have also missed the gains as I have been almost 100% defensive since NOV 06.

      Ever since I saw a 800 sqft house in my neighbor hood sell for 93,000. These were selling in the low 50's just 3/4 year sprior. I could smell the trouble.
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    • Mon Dec 17th 03:52 AM | Rating: 0 0
      Commented on:
      ETFs That Can See You Through the Turbulent Markets
      Good stuff, thank you. DJP has defintiely helped this year as a diversifier.
      View article »
    • Sun Dec 16th 14:04 PM | Rating: 0 0
      Commented on:
      A Top Secret Investment Opportunity: Don't Fight the Fed!
      I actually dug out my old Zweig book and notes on Thursday. Gave my self a quick review adn reaffirmed my thoughts.

      This is the most bullish I have been in over 5 years. We received a cut that we probably should not have. I am glad they only did .25 (wish they would have held or raised from an economic perspective, tbut the market reaction would have been violent).

      There are many positive for equites. I want my money invested where it will outpace inflation, equities fit the bill. I learned along time ago, 3 cuts and the markets will be higher in the coming years.

      I am good to go. Rounded out all of my positions as the market has pulled back since the last Fed deicision. As of Friday's close I am as close to 100% offense, as I will ever be.
      View article »
    • Fri Dec 14th 04:07 AM | Rating: 0 0
      Commented on:
      Goldman Sachs Introduces Active ETN Management
      It would be interesting to see what type of correlation it runs to the S & P 500 once it trades awhile.

      What would be even better is to see a different design, like a harvesting function. Ex Buy all of the ones selling at a large discount of say 10% below NAV, then Short all of the ones selling at premium of +10%.

      Of course, it would be more complicated then that, as the good funds generally demand a premium. So the premium/discount relationships would need to be determined for each individual CEF on a historic basis.
      View article »
    • Thu Dec 13th 07:34 AM | Rating: 0 0
      Commented on:
      Thursday Outlook: Sectors and International
      Thank you for this report. I always enjoy it.
      View article »
    • Wed Dec 12th 08:45 AM | Rating: 0 0
      Commented on:
      A Simple Stock Market Balance Sheet
      Thanks, great tool. Almsot like a SWOTT analysis, good stuff. Thanks again for the idea.
      View article »
    • Tue Dec 11th 11:07 AM | Rating: 0 0
      Commented on:
      A Look at GE's Past Successes, and Future Potential
      Good article, thank you.
      View article »
    • Fri Dec 7th 09:11 AM | Rating: 0 0
      Commented on:
      An Interesting Development With India Funds
      Thank you.
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    • Fri Nov 30th 10:32 AM | Rating: 0 0
      Commented on:
      3 Portfolio-Protecting ETFs
      Thank you, great info.
      View article »
    • Mon Nov 26th 08:12 AM | Rating: 0 0
      Commented on:
      Investing in Water and Water ETFs
      Question: Does anyone have any idea of how to get pure exposure to water rights? Are they traded anywhere in the world? Any companies that provide exposure? Any help would be greatly appreciated.
      View article »
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