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  • Shiller Says Buy Russia [View article]
    I like the motto " Don't buy a stock in a country you would not like to live in".
    There are exceptions, like Canada, but only because of the weather would I like not to live there. This sort of thing.
    Russia is much like a wounded bear to me, and I have nothing against bears per se', but I don't want to get in their way either, esp. wounded ones.
    My hope is that someday Russia will be a great country to live in for its people, but it clearly isn't now.
    We should oppose their wrong doings , but not intentionally aggravate them or disparage them, but instead show them a better way . They are far from stupid and have many truly brilliant people, and if we keep doing it they will finally grasp and use it to their advantage, and maybe get out of this super hard nosed attitude about everything.
    So for me for now, not a chance, I couldn't care less about what the stock does.
    Jan 30, 2015. 07:45 PM | 1 Like Like |Link to Comment
  • Value Investing: Have You Been Using The Wrong Quality Ratio? [View article]
    Hardog: Thank you for your response to my comment.
    And you are absolutely right about paralysis thru analysis.
    My main problem results from not wanting to make irrational decisions (making bets with inadequate info and knowledge) which is a form of the same thing, and leads to similar results.
    What it boils down to is I realize that the only one's that really make the most rational decisions in the stock market are the major power broker insiders.
    It's just a guessing game for all the rest of us, as we usually,not always, mostly get info that has already been discounted. But if we key in on the best clues, data, ratios, analysis, and even simple logic (like oil down, airlines up, etc.), we stand a better chance to survive and maybe prosper a little.
    So the more data and information one has, properly processed, even though it is much less than the insiders by far, helps to mitigate this problem a little and helps us guess a little better.
    I am getting better at this but definitely have a ways to go, and I am looking forward to it. It's a fascinating pursuit, screwed up as it may be and is.
    PS: Gross profits to Invested Capital Ratio would seem to be another good ratio, esp. when considering all its implications - something I will look into.
    Jan 30, 2015. 06:41 PM | Likes Like |Link to Comment
  • The SPDR S&P MidCap 400 ETF: Let's Analyze It Using Our Scorecard System [View article]
    A lot of very good companies with very overpriced stocks.
    A case in point is Hain Celestial Group, and many others.
    A great series you have provided us. Thanks loads.
    Jan 30, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • The Wreck Of The Monetary Hesperus [View article]
    Yep.
    Jan 29, 2015. 05:41 PM | 1 Like Like |Link to Comment
  • Dr. Copper And Professor Oil Both Point To A Slowing Economy - Time To Move To Cash [View article]
    I continue to marvel at the relative strength of Whirlpool.
    I really don't understand it.
    They obviously have a lot of political clout because when they want imports curbed, they surely get it just like they want.
    Beyond this I just don't know what is holding the stock up so very well.
    Maybe a lot of those WHR avid investors could enlighten me , because I sure don't know and would honestly like to know.
    Jan 29, 2015. 05:21 PM | Likes Like |Link to Comment
  • Value Investing: Have You Been Using The Wrong Quality Ratio? [View article]
    As I am a highly "Value Proverse" investor, I am always glad to get new ways of assessing a company's true worth.
    I am also in the camp that believes an investor cannot avoid looking at all considerations that he can. He does so at his own peril.
    I will put this ratio in my list of other ratios that I always consider, with the constant realization that in some times nothing that one try's is going to work, and we may be in that zone right now.
    Thanks for all your help and for sharing your findings and knowledge with us.
    Jan 29, 2015. 01:16 PM | Likes Like |Link to Comment
  • The SPDR S&P 600 Small Cap ETF: Let's Analyze It Using Our Scorecard System [View article]
    PGP: Thanks for the reply and well stated in my book. Looking forward to the S&P400 report.
    Jan 28, 2015. 12:24 PM | Likes Like |Link to Comment
  • S&P 500 Q4 Earnings Off To A Rough Start [View article]
    Thanks for a great frame of reference for earnings from several angles.
    Jan 28, 2015. 10:08 AM | Likes Like |Link to Comment
  • The SPDR S&P 600 Small Cap ETF: Let's Analyze It Using Our Scorecard System [View article]
    PGP: Stunning! What every investor needs to know and must know.
    A super solid foundation on which to build one's own due diligence.
    Any investor wanting a graphic and data supported concept of what "RISK" is should examine this information with intense focus and care.
    Superb work again, and I can't thank you enough.
    Now, come on Mid Cap 400!
    PS: Bottom line , do you think ETF's are serving investor's well , when all things are considered? I no longer think so , but would like to consider your thoughts on the subject.
    Jan 28, 2015. 09:50 AM | 1 Like Like |Link to Comment
  • How To Build A Portfolio With Less Risk Than The S&P 500 [View article]
    Author: "If the stocks comprising the S&P 500 are crushed, what investment is truly safe?"
    Not many domestically. Internationally either.

    But along with considering individual stocks inside and outside the S&P 500, one might consider the very best stocks in the S&P500 on a valuation and financial strength basis, and only buy those particular stocks on the possibility that the markets will assess their higher worth and help them recover their losses before the S&P500 does as an index which could languish for months and years after a strong sell off.
    At least one has the knowledge and satisfaction that they have done their best and shunned the weak players and performers that do not deserve to be purchased.
    Also, if one owns the best stocks that one can determine, he can also average down if all else fails with the knowledge that he is getting a better bargain than before if conditions warrant their purchase as best one can perceive. You can do that with the index too of course, but you'll be right back in the same soup again if you do.
    Right now, I know of no stocks I would purchase outright in the S&P500 although there are a very small number I will sell puts on when their conditions and valuations meet my criteria. These are the same stocks I will also purchase outright if and when conditions warrant.
    But then I am a little harder to satisfy than the typical investor , and I avoid placing money on virtual puffs of smoke in order to diversify.
    I believe someone coined that activity "DiWorsification".
    Wish I had thought of that.
    Good work and luck on your efforts, I think you are on the right track to meet your own needs, and that's the best any of us can do. Thanks.
    Jan 27, 2015. 08:16 PM | Likes Like |Link to Comment
  • Why The S&P Could Be Headed For A Correction [View article]
    Author: First, let me thank you for the historical P/E data - it showed diligence and good solid work.
    Secondly, let me say that I share your concerns, and here is why:
    Europe and most of Asia are either in a deflation or knocking on the deflation door.
    Some are paying NEGATIVE interest rates.
    Our strong dollar will make a portion of their imports more expensive to them which actually exacerbates their deflation problem, and makes them even poorer than they already are.
    They will have more exports because of our strong dollar but they will not get higher prices for them because no one can afford them or will pay them.
    The export prices will probably be (almost certainly be) much lower than what they prefer or can prosper with.
    Their lower export prices will put DOWNWARD PRESSURE on our prices and so our prices and profits will also deflate.
    This will put DOWNWARD PRESSURE on employment and wages improving this year and probably the next.
    Higher unemployment , and weak wages, will put DOWNWARD PRESSURE on retail sales, and home buying due to not being able to qualify for loans.
    So we (and the world) appear to be in a non virtuous downward spiral economically.
    I would not yet call it a "race to the bottom" but it could rapidly change from a slow drift downward to a fast trot downward at any time, then, who knows?

    As usual , the stock market is the last to catch on due partly to the hype and propaganda, and a large measure of wishful thinking (some call it optimism).
    Maybe they are getting a little whiff of what is happening today but, as , Cramer says, "they should get over it soon" - like maybe tomorrow.
    Good work and you should rightly be proud of a fine article.
    Jan 27, 2015. 01:58 PM | 6 Likes Like |Link to Comment
  • VTI: Arguably The Best Replacement For SPY [View article]
    Wouldn't buy either one unless I just totally ran out of better ideas.
    I do , however, watch them very closely for clues of how the markets are doing at any given time in a very broad sense.
    When I check the TICK, the TRIN, the Vix, etc. I look at VTI, VT and VEU, SPX, etc. to see how they all correlate at any given time , but I wouldn't normally buy them as core selections - too many risky dogs in there, esp. now.
    Jan 26, 2015. 05:17 PM | Likes Like |Link to Comment
  • I See Whirlpool As Providing Better Risk-Return Characteristics Than Electrolux [View article]
    Two questions:
    1.What is Whirlpool's sensitivity (Beta or Rsquared) to the US Dollar?, and
    2. How is WHR's "weak" cash flow explained and accounted for, and how significant do you think it is to the high analysts' rating of Whirlpool?
    It all looks like a bit of an enigma to me, and I definitely would not , and will not buy until I better understand it, if then.
    Any help you might offer is appreciated.
    Jan 26, 2015. 05:03 PM | Likes Like |Link to Comment
  • Why 'Whatever It Takes' Won't Be Enough [View article]
    "bludgeoned" - but you got the idea.
    Jan 26, 2015. 02:52 PM | 2 Likes Like |Link to Comment
  • Why 'Whatever It Takes' Won't Be Enough [View article]
    Your work is as solid as it gets. Thanks.

    Inflation of import prices is every poor person's nightmare, except it is not just a bad dream when it takes food out of their already lean stomachs.
    Combine this with all that youth out of work and we have an incendiary situation.
    This witches brew usually means it will inflate their stock markets due to exports while it ruins their economy because the profit received for extra exports will be some of the lowest on record ( in my view ) because the rest of the world has no need or incentive to pay higher prices, and so here we differ a little.
    The higher stock prices will be more illusion than reality, so be cautious.

    It is a two edged sword but one edge is much sharper than the other.
    The poor will be blungeoned with both edges ,as usual.
    Jan 26, 2015. 02:41 PM | 1 Like Like |Link to Comment
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