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bzl14

bzl14
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  • Team Alpha Retirement Portfolio: Going Long In A Scary Market [View article]
    RS;
    Thank you for the insightful article. Everybody (including me) is worried about a major correction--and it is going to happen. But "when" is the question. It could be tomorrow or a year or 2 from now. In the meantime, many retirees are sitting around waiting for the correction to come. In the process, they are eating into their savings. We need income to pay part of our expenses. And IMO if we invest in solid and dividend paying companies, correction- when it comes- should eventually reverse and up market re- emerge again. So, if one invests in solid dividend paying companies the storm will pass. On the issue of market being over-bought, I urge everyone to take a look at PAUL KRUGMAN's Friday May 10 article on NYT OpEd regarding this issue (Bernanke, Blower of Bubbles?) nytdirect@nytimes.com. Irrespective of his political views, he is a Noble prize winning economist who has made the right calls for the past 5 years. Anyway, he basically argues that stocks are not expensive. Corporate profits are two and half times the 1990s--which everyone seems to use as a point of reference…RS, if you look at the S&P’s P/E averages (now under 20) they are not even close to what they were in late 1990! Besides, the choices for most of us retirees are very limited. Either invest –at least partly—and help pay the bills, or sit on the sidelines and eat into your savings and wait for a correction. I am personally invested ~ 70 % and have been adding when I see an opportunity. Thanks again for the article and all the best, bzl
    May 12, 2013. 12:29 PM | 8 Likes Like |Link to Comment
  • Big Obstacles Face Retail MLP Investors [View article]
    Brucejfern;
    Great input. Do you mind to list some of the MLPs that you like? All the best, bzl14
    Jun 23, 2013. 01:35 PM | 5 Likes Like |Link to Comment
  • Join Them If You Can't Beat Them: Stop Picking Individual Stocks And Start Living An Easier Life [View article]
    Not only 95% of the individual investors can not beat S&P, last year 84% of the money managers didn't beat it as well. After 30+ years of investing, here is what I have been doing for the past 2 years. I check the performance of every stock 12 months after its purchase, if it has beaten the market, I keep it. If on the hand, it has not, I sell it and put the proceeds in SPY/VOO. This way: 1- I keep my winners and get rid of my losers, and, 2- I continue to pick stocks which I believe will do well and thus, I am still involved. I should add that when it comes to sell side, irrespective of length of the time I have had an issue, if stock loses 10% I sell it. This has been a very good strategy for me. My performance has been above S&P and I am spending less and less time searching for the next BIG winner. My SPY/VOO holding has also been growing...Thank you for a nice article and all the best, BZL 14
    Jan 10, 2015. 09:43 AM | 3 Likes Like |Link to Comment
  • Joel Greenblatt's Forgotten Original Magic Formula [View article]
    Evan;
    No there is no confusion. your article is about Joel Greenblatt's Magic Formula. Further, you have not mentioned a single stock. I assume some of them are Penney stocks. All you are claiming is that I have got the names! Also, it would have looked a bit more genuine had you at least named Joel Greenblatt's web page in the article (as mentioned in my above email) so the readers can take a look at it. Finally, I see no comment about AAII's portfolio of Joel Greenblatt's stock screen. All in all, just like many people who have commented here, for me, without a verified proof, claims of such enormous returns, are just sales pitch. All the best. Bzl14
    Aug 5, 2014. 08:38 PM | 3 Likes Like |Link to Comment
  • I'm Adding More SALSA To This Super-Sized Big Mac-Daddy Of REIT-Dom [View article]
    Pendragon;
    It is not panic selling or "accurately predicting the future." It is really refusing to fight the market and the trend. It is also a matter of time horizon. I am nearly 72 and may not have as much time as many others to wait around for another cycle. So, the bottom line is, everyone must do what he/she believes best for him/her. All the best, bzl14
    Aug 18, 2013. 12:59 PM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Going Long In A Scary Market [View article]
    S; I agree with most of what you have stated. However, our economy is moving (limping) forward and, as long as it is crawling forward and not reverting back to the recession and, inflation is under control, IMO, stocks should do far better than most other investments. Because there are no alternative investments. This situation can go on for the next 3-5 years. When Fed starts to raise the rates then we know that either inflation lights are blinking or the fear of recession has subsided and the Market has had its' run for a while. Having said that, each investor must observe his/her comfort zone and decide for himself/herself. My long held view has been, if the so called experts knew what is going to happen, they wouldn't write books, articles...They would be printing cash in the market:). Again, thank you for your input and all the best, bzl
    May 16, 2013. 01:40 PM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Going Long In A Scary Market [View article]
    Jac3;
    That is funny, Krugman has been right at least for the last five years about U.S. and European economy-- and how to fix them. And, IMO, that is why conservatives hate him. However, Europe is finally starting to implement his advice. His columns are most popular at NYT and, frankly, I subscribe to NYT mostly because of him. I have profited from his advice very much. I would suggest giving him an unbiased try :). All the best. bzl
    May 14, 2013. 11:53 AM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Impressive Returns Plus Impressive Dividend Hikes [View article]
    Frankly, I am amazed how people complain about K1's. I have a number of them and have been doing them on Premier Turbo tax. It takes me no more than 5 minutes for each. You only type in a few numbers on the boxes (as directed) and you are done! Well worth the $60. All the best, bzl14
    Apr 27, 2013. 06:10 PM | 3 Likes Like |Link to Comment
  • Five Risks Of MLP Investing [View article]
    Thank you for the article. The best thing about the article? It has generated very informative comments. Long: KMR, KMI, AMJ, MLPA, MMP & EPD
    Mar 2, 2013. 02:17 PM | 3 Likes Like |Link to Comment
  • It's a jittery mortgage REIT sector as last night's election assures the Fed will continue to strangle the leveraged operators' net interest margins. Annaly (NLY -2.8%) - the purest of the pure-play agency REITs - still reeling from Monday's poor earnings, leads to the downside. AGNC -2%, TWO -2.3%, HTS -2.1%[View news story]
    Kingdad; Before Market opened, Dow Futures were up +/- $50. News from Europe caused the sell off. We can blame Obama for many things but-IMO- not for today's sell off :) bzl14
    Nov 7, 2012. 01:45 PM | 3 Likes Like |Link to Comment
  • If AK Steel Was A Strong Buy At $9 Then It's An Even Stronger Buy At $7.50 - Plus A Primer On Geo-Politics, Oil And Behavioral Finance [View article]
    GloMac'
    Great response. Unfortunately, we Americans (mostly) either have short memory or intentionally ignore the fact that Iran was one of our closest allies before 1979 Iranian Revolution. Further, Iran offered to resolve all of its difference with U.S. in 2003 at very favorable terms to U.S. but was rejected...Finally, nearly all of the polls taken in Iran during the past 20 years consistently show that Iranians love the West and, given an opportunity, will align themselves with the West. We are (and they are) missing a great opportunity to get unlimited supply of oil and natural gas for the West and pull the Russian bear's teeth out for good and send her to her final retirement... All the best, bzl14
    Oct 7, 2014. 12:00 PM | 2 Likes Like |Link to Comment
  • VYM: Betting On Price Appreciation [View article]
    Randy, can you name some of those options? It is always nice to compare. Thanks in advance. Bzl14
    Dec 27, 2013. 09:03 AM | 2 Likes Like |Link to Comment
  • Why Awilco Is Not A Slam-Dunk Investment [View article]
    The problem is that breakdowns are not planned events. They happen suddenly. And when they do, everyone runs for the door. And that is when the hopeful investor loses big time. Too risky for a real "investor." All the best, bzl14
    Oct 27, 2013. 09:21 AM | 2 Likes Like |Link to Comment
  • I'm Adding More SALSA To This Super-Sized Big Mac-Daddy Of REIT-Dom [View article]
    Rumors of the past few months about Fed "tapering down" has caused enormous loss' to Riets and MLPs. Therefore, it seems clear that any (real or rumored) increase in the interest rates by Fed during the next couple of years (which is nearly certain) will hurt these investments. Thus, IMO, depending on one's timeline horizon, if one is looking strictly for dividend income, they will get paid handsomely. On the other hand, if one is looking for total return, then, the experience of the past few months clearly shows that these investments will be disappointing--for the next few years anyway. For the reasons stated above, I am looking for opportunity to reduce my exposure to these investment-- no matter how good they sound. Long, STAG, O,OHI,ARCP, MPW,LSE & VNQ. Good luck to all, bzl14
    Aug 17, 2013. 12:50 PM | 2 Likes Like |Link to Comment
  • Potash Corp: A Good Way To Take Advantage Of Industry Turmoil [View article]
    The new N-Fix technology developed by the University of Nottingham and licensed to Azotic Technologies Ltd is a game changer. The fertilizer industry will never be the same! This technology allows plants to get their nitrogen needs from the air--i.e. no need for fertilizer. IMO, drop on all fertilizer producing companies' stock price had a lot to do with this announcement (made on 7-26-2013) than anything else. Here is the Azotic Technology's site: http://bit.ly/135r9AP
    Aug 1, 2013. 12:42 PM | 2 Likes Like |Link to Comment
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137 Comments
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