iknoknot

Weekly Street Sentiment: Sell Side Is Passive Aggressive

i keep seeing the two competing axioms:

let your winnings run...

don't be greedy, take your winnings while they're still winnings...

Usually these reference a particular vehicle (like APPL), but right now, it seems like the entire equities market is in question... (bear rally, etc.).

With respect to your 5+ and 5-, my fear is WMT and its kin have the strength baked in by now... and arguably, the worse BAC is spun, the more potential is being wound up... ("c'mon lucky sevens...")

interesting times,

--ikk

Madoff's Curtain Call: Sell When Transparency Is Absent

point made, and agreed.

why take the 'short' risk on xlf when you have skf?

--ikk

A Buy & Hold Forever Dividend Stock Portfolio

i like the list.

keeping an eye on the biggest winners/losers on a regular basis might be prudent, although it looks like that might defeat the point of the buy and hope ideal... this market is getting more and more 'performance' driven rather than 'value' driven, so the buy and hold theme might be too spooky for a while.

tnx for the ideas - well worth the read.

--ikk