LarryH

183 Comments

    • ON: Thu Oct 9th 16:47 PM
      Commented on:
      Will the Fed's Rate Cut Prove Too Late?
      I think the IMF's estimate of losses is low.
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    • ON: Thu Oct 9th 16:31 PM
      Commented on:
      Epic Lehman CDS Auction Tomorrow: Timeline
      I hope the auction goes well. I hold some LEH bonds. Maybe I will get a few cents back some day.
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    • ON: Thu Oct 9th 15:55 PM
      Commented on:
      Historic Post-Crash Market Returns: How Will This Crash Fare?
      Yes, the buy-on-the-way-up philosophy is not so simple. Is it a rally or is it a full turn? Not so easy to tell. If you wait until the rally tops are exceeded, forming a new bull, you have missed a lot of the movement. I think you have to keep your feet wet all the time and gradually work your way out into the deeper water.
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    • ON: Thu Oct 9th 15:14 PM
      Commented on:
      Fear and Value: Together Again
      Compared to what evaluations have been, stock prices seem to be screaming buys. The problem is it is impossible to project what companies are going to earn in the new world economy. The definition of "value" is yet to be determined.
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    • ON: Wed Oct 8th 15:50 PM
      Commented on:
      @VIC: Leon Cooperman on "The Investing Climate & All-Weather Stocks"
      I don't understand why AIG is called "gone." They have a loan from the government, but they are not dead yet.
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    • ON: Wed Oct 8th 15:46 PM
      Commented on:
      Can Oil Prices Stay Healthy?
      I have positions in two energy funds, and I am going to add to them as the price comes down. Energy stocks should move up right after financial stocks do when growth is once again in sight.
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    • ON: Tue Oct 7th 15:13 PM
      Commented on:
      Consider Bonds As Part of a Diversification Strategy
      I agree totally with the idea of adding bonds to the investment mix. I have always done this, and I went overweight bonds several months ago. I hold individual short-term bonds and a couple of funds. I think the fears of funds are overblown here. Most funds keep enough cash to take care of rountine cash-outs. Also, unless one carefully diversifies the individual bonds, a real problem can develop. I think individual bonds and bond funds are quite reasonable now, and they may just provide as much yield as stocks for many months to come. I recently put money in two bond funds managed by Bill Gross. They are PTTDX and HABDX. One of the attractions of these funds for me is that they are both heavily in cash. That means Bill Gross has billions to work with to pick up bond bargains as available. I am willing to hire him to do that instead of trying to pick my own. Some beaten-down CEFs that are worth a look are ACG, FAX, and HIX. The risk varies. Be careful out there.
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    • ON: Tue Oct 7th 12:49 PM
      Commented on:
      Steep Sell-off Makes Chinese Equities More Attractive
      Looking cheap and being cheap are two different things. I have a position in a China fund, which I will hold through thick and thin. I am afraid, however, that it will be thin to thinner for some time to come. I will put more in EM, but if the world economy continues to spasm, EM haven't bottomed out yet.
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    • ON: Tue Oct 7th 12:45 PM
      Commented on:
      Fear, Panic & Opportunity in the Markets
      Yesterday was not "climactic" or "capitulation.&qu... The volume was too light, and the market came back during the day. If the volume had been horrific and the market was falling at closing (the 800 points or more), then you could call it capitulation. This market has not yet reached is "climax" on the down side.
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    • ON: Tue Oct 7th 12:40 PM
      Commented on:
      Advice for Investing in Turbulent Times
      Sound advice straight from the book. I differ a bit. With the times what they are, I won't hesitate to change my allocation for some period of time. I am 17% stocks now, and normally I would be at least 50%. I am overweight short-term bonds and cash. It is YOUR allocation--not just what the book says. My personal view is that stocks will probably not out-return bonds for some time. I am confortable with my allocation, and that is what matters to me.
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    • ON: Tue Oct 7th 11:46 AM
      Commented on:
      Dell Looks Cheap
      A lot of things look cheap! And they may get cheaper! When the going is tough, go with the best of breed--HP.
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    • ON: Tue Oct 7th 00:15 AM
      Commented on:
      Bill Gross Says 'Jump.' Will the Fed Once Again Say 'How High'?
      I have put money in Gross's funds PTTDX and HABDX. They are both holding lots of cash, and if anyone can find a bargain in this mess, I will trust Bill Gross to do so.
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    • ON: Mon Oct 6th 15:56 PM
      Commented on:
      The Cramer Crash?
      One other thing, I still see long-term value in energy stocks, even if oil goes to $50.00 per barrel. The world economy will have to turn negative for years for energy stocks to go down and stay down. I will buy them on the way down. T. Boone has called oil at $150 per barrel a year from now. I know he is down big (some say $1 billion), but he still believes in energy. I will keep some skin in the game just to see what happens.
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    • ON: Mon Oct 6th 15:51 PM
      Commented on:
      The Cramer Crash?
      I will bet against Cramer. In fact, I did, as I did some buying today. I can wait five years, but I hope I don't have to.
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    • ON: Mon Oct 6th 12:01 PM
      Commented on:
      Current Financial Crisis Is a Black Swan
      I've read the book referred to as well. The current financial mess is not a black swan by definition because it was predicted by some and could have been seen by many. We have to call this one greed, stupidity, etc.--but not a black swan.
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