jcianci

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

..."bud i like you"....to quote an infamous movie...

it's clear you don't understand what diversification means because you're either a day trader or lack fundamental investing knowledge...not all sectors move in tandem....you don't have a crystal ball and you don't know when sectors will turn...great investors are always ahead of the curve and let their portfolios work for them instead of working for your portfolio as you do..."stick to the fundamentals.." my friend and don't play a guessing game or "market timing"....you're too caught up in the movie...get back to reality.......

"intentionally picking losers.." is nonsense talk.......

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

hey ray, i disagree with you especially on portfolio two..... they are not diversified as you think...VZ, BAC and ED are highly leveraged companies with their huge payouts and thus have tremendous exposure to rising rates if the dopey fed has anything to say about it.... the unpopular war and imminent troop pull out does not make GD attractive over the next two years....and as for GM...what can i say...the longer wagoner is there, the closer they are to bankruptcy....it's that simple...though not published yet inevitable, GM is third in line behind FNM and FRE for the government hand out.....
starting from scratch a novice investor should consider the following portfolio...JNJ (or PG), GE (or MMM), MO (or UN), XOM (or SLB) and IBM (or CSCO)....here's two portfolios...the best of the best...and of course...completely diversified!

Loss of Integrity - Cramer's Mad Money Recap (9/3/08)

save for GD, portfolio 2 is "perfectly" in the crapper...........