Jason Rines (iThinkBig)

Preview from Europe: Stocks Log Worst January Ever

I do to. Boomers are retiring and downsizing. And the big banks are funding the pharma consolidations. March 2009 be a good time to buy for 5 year buy and hold. I have to state of course I own a company in Consumer Healthcare marketing. I own one also in Higher Ed. Interesting that a solid portion of the stimulus is going in that direction. While at times I feel it is repugnant, I do not bet against the trade.


On Feb 02 01:23 PM Heath DiMaggio wrote:

> I still think Healthcare is a good bet. No matter who's in office,
> people, businesses and Government will spend to make us healthy.
> We will work harder when were healthy and pay more taxes. Milestone
> Scientific (seekingalpha.com/symbo...) looks like a good
> bet for a small health products company. It has a good sales force
> and a new and existing product line. The dental single tooth anesthisia
> makes sense. How many dentists are there in The country and elsewhere?
> Plus, they still have existing intstruments (products) to sell.

My Year in Trading - Why I Looked for 'Survivability' in Companies

1) I admire your writings Mr. Merkle. They reflect a strong level of detail combined with self-analyzation. You put yourself out there not fearing differing opinions.

2) First-In - Ah yes. As an entrepenuar I can appreciate your knowledge of this and your frustrations. I advise taking your five year numbers of how you accumulated wealth by stock-picking into a simple to understand spreadsheet as a value-proposition.

3) Survive then thrive. Any form of middle man will be questioned and re-questioned after the breakdown of trust in everything financial. No, it's not fair we played by the rules and should be trusted. We seem alike Mr. Merkle, we tend to make our goals grandioise. We probably belong being on 3-4 boards and making a fine living that way. However, first we must finish accumulating wealth as we run the risk of becoming too spread out. I own a Consumer Health and Higher Ed marketing business. One of the hardest choices I had to make was realize there was only so much time in the day and give my focus to the best hedge in the survivability equation. That choice was made in February of 2007. I am drawn toward Higher Ed for many reasons, but the timing will not be right until the second half of 2009. Disclipling myself is required.

4) Why won't they listen?!?! Leadership in Washington and Corporate America was used to a heavy-debt model that was non-sustainable. America is going back to Save and Invest economy, despite leadership attempting to patch up a broken boat. It should not be surprising current leadership is still defending the broken model. Emerging leadership is the category both of us fit into. I stopped being frustrated and started doing something about it. But this is part-time public service stuff I am doing. It cannot and will not replace the focus on Consumer Healthcare survive/thrive model. As you seem to relate, family comes first. America chooses it's leadership, they will become wiser (slowly but surely) in this regard as they have in the past during other financial meltdowns.