keithpiccirillo

Green Investments: Lots of Alternatives, with Big Names for Safety

Thanks for the homework assignment, though I am somewhat familiar with the lesson and yes the answers to the test just seem to keep changing.
I use GEX for my solar exposure and Vestas instead of FAN.
Vestas has performed very well, and from the first week of December until just recently it kept moving as oil went down - which broke the pattern of trading together and surprised me.

International Overdiversification

Thanks for bringing this to our attention.
Most funds are "watered down" enough with diversification, and that is why I use a focused growth mutual fund and play individual stocks for the dividends in the S & P (JNJ & MSFT) whom I think can have limited downside and it's worked out fairly well in this recession so far...

Be Like Buffett: Get Off the Roller Coaster

Y.I. - looks right to me. GE has more downside until they can clean up their financial house. They do have some wonderful divisions.
As far as the Ted Williams analogy goes, a good pitcher will only give you one good pitch to hit in each at bat, and it will in all likelihood be on a corner or in a zone. You don't get a "fat pitch so your average will go down.
That's what bear markets, and this frenetic current state are doing to all who play.