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Jerbear

Jerbear
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  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    I work in the Ag business. Things are not good at this time.
    May 28, 2015. 03:30 PM | 4 Likes Like |Link to Comment
  • Jim Rogers And Agriculture, Some Potential Winning Plays [View article]
    "Aside from its big yellow capital farm machinery, Deere also produces a huge range of static machinery and tooling, and is well.........."

    Last time I looked Deere farm machinery was green and not yellow.
    May 28, 2015. 02:22 PM | 7 Likes Like |Link to Comment
  • Cohen & Steers Quality Income Realty Shares: Starting The Year Off On The Right Dividend Foot [View article]
    I have been watching RQI for a while to increase my exposure to REITs. Purchased it about a month ago.

    Thanks for validating my investment in RQI.
    May 27, 2015. 10:11 PM | Likes Like |Link to Comment
  • Schwab Warns On Munis, Those 'Affected By Pensions' Are Toxic [View article]
    You are correct Scooter,

    I buy Muni CEFs and rely on the manager to make the right call. Buy those with a low exposure to Illinois.

    Full disclosure - former resident of Illinois and happy to be out of there.
    May 27, 2015. 09:55 PM | 3 Likes Like |Link to Comment
  • Schwab Warns On Munis, Those 'Affected By Pensions' Are Toxic [View article]
    There have been many warnings of a muni bond fund collapse in the past.
    Ms DimWhitney being the largest contributor. All have been buying opportunities. The market buys into the hysteria and intelligent investors make money off their stupidity.

    The failure rate of muni bonds is lower than corporate bonds by a considerable amount. There isn't much press about a corporate bond rate default. Google municipal bond default rates and see the data.

    Illinois is not going to move the needle on muni bond default rates but the media will make a spectacle of it and the whole muni market will drop. Buy at the low.
    May 26, 2015. 09:30 PM | 3 Likes Like |Link to Comment
  • 3 Reasons June Gloom Is Already Hitting The Markets [View article]
    I always enjoyed Bobby McFerrin's "Don't Worry Be Happy". However I have never been able to practice his delightful concept -Unless I was sitting on an island somewhere and drinking something.

    Could it be that money has no place to go but into the US stock market given the politics abroad and low interest environment. Could we be in the development stages of a bubble when people are sitting on lots of cash and many people are out of the market?

    There are two possible scenarios:
    The self fulfilling prophecy where all this negativity reaches critical mass and the market corrects.

    or

    The market moves higher because there is no good place for the money to move given the low interest and European Union falling apart and a bubble in US stocks forms?


    May 26, 2015. 07:36 PM | 3 Likes Like |Link to Comment
  • The MSCI USA Minimum Volatility ETF Is Ideal For Risk Adjusted Returns [View article]
    Good comparison, however it would be nice to see this same analysis done with SPLV and IWD in the mix

    SPLV is the S&P version of a low volatility fund and IWD is the largest value ETF in the market with $25billion in assets. Most sites show IWD as a large cap fund when if fact it has 705 holdings so it holds giant, large, mid and small cap companies.

    Good article and good analysis. I like USMV.
    May 26, 2015. 07:12 PM | 2 Likes Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    Plain Common Sense
    Obviously you don't follow the meaning of your handle.

    Jony Ives is the most influential person at Apple next to Steven Jobs and that is according to Steven Jobs. Read the book
    May 25, 2015. 09:22 PM | 14 Likes Like |Link to Comment
  • GM passes on merger offer from Fiat Chrysler [View news story]
    I was a supplier to the auto industry for over 15 years. I dealt with all the major auto manufacturers both domestic and foreign.

    GM and Chrysler are the worst managed companies I have ever dealt with. They are as bureaucratic as a government office. Employees live in constant fear of Management and are not motivated.
    May 25, 2015. 09:55 AM | 3 Likes Like |Link to Comment
  • Schwab Warns On Munis, Those 'Affected By Pensions' Are Toxic [View article]
    Muni Guy
    You call on MW is too kind. She would never share the analysis that she claimed to have done.

    She used her fame to start a hedge fund that has failed miserably and her biggest investor is suing her. Justice
    May 25, 2015. 09:37 AM | 2 Likes Like |Link to Comment
  • Should You Invest In International Hedged Equity ETFs? [View article]
    John
    I always enjoy your analysis. You wrote an article some time ago about a CEF portfolio. I would enjoy reading your views on a CEF & ETF portfolio.
    May 22, 2015. 08:53 PM | Likes Like |Link to Comment
  • S&P 500 Earnings Inflated Due To Buy-Backs? Surprising Truth [View article]
    Never would have know this without James K and Seeking Alpha. Thank youi
    May 22, 2015. 08:43 AM | 10 Likes Like |Link to Comment
  • Gabelli Utilities Fund And The Stealth 50% Dividend Cut: Bad Mojo At A Decent Fund? [View article]
    Buy UTF.
    Never a dividend cut, global exposure which is good at this time. Sells at at 13.6% discount with 7% distribution and more diversified than a utility fund.
    May 21, 2015. 07:58 PM | Likes Like |Link to Comment
  • Which Are Better: Active Or Passive Managed Bond ETFs? [View article]
    wxman
    Totally agree. Market hysteria hurt HYLD when they actually have little exposure to this area.
    May 20, 2015. 09:43 PM | Likes Like |Link to Comment
  • International Stock ETFs: One Way Or Another [View article]
    Old stock market saying: The only good hedge is in a Japanese garden.
    May 13, 2015. 09:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
854 Comments
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