couldashoulda's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/29754/comments http://seekingalpha.com/article/161377-get-ready-for-the-bond-etf-boom?source=feed#comment-676566 676566 Mon, 14 Sep 2009 17:49:24 -0400 http://seekingalpha.com/article/142913-38-companies-with-top-financial-strength?source=feed#comment-545120 545120 in the past. I enjoy your work.

Some thoughts for whatever its worth
Per my math these stocks( equally weighted) have gained (excluding dividends) about 12% YTD and 31% since March 1. S&P 500 has gained 5% and 29% over the same periods. S&P equal weighted (more comparative) has gained 17% and 43%

If these stocks are , say, twice as valuable fundamentally as the other 460 or so stocks in the S&P 500, then the market really doesn't reward fundamentals. If this analysis was true, say, 1/1/2008. The results would be better. They would have lost 22% vs 40% or so for the S&P 500. Of course you cant use the criteria for this list as valid necessarily retroactive for 2008.

This and other analyses has led me to some rules for my own investing.
1. Don’t invest in individual stocks usually. Use aggregates such as ETF's or mutual funds.
2. Success is dependent on the following general scale:
What you buy 10%
When you buy 25%
When you sell 65%
Which leads me to a requirement to have some form of a technical analysis game plan vs fundamental.

Just for fun and hopefully learning, I am selecting
the best 6 or so of these per my technical criteria
and I will track them over coming months
]]> Sat, 13 Jun 2009 10:40:30 -0400 in the past. I enjoy your work.

Some thoughts for whatever its worth
Per my math these stocks( equally weighted) have gained (excluding dividends) about 12% YTD and 31% since March 1. S&P 500 has gained 5% and 29% over the same periods. S&P equal weighted (more comparative) has gained 17% and 43%

If these stocks are , say, twice as valuable fundamentally as the other 460 or so stocks in the S&P 500, then the market really doesn't reward fundamentals. If this analysis was true, say, 1/1/2008. The results would be better. They would have lost 22% vs 40% or so for the S&P 500. Of course you cant use the criteria for this list as valid necessarily retroactive for 2008.

This and other analyses has led me to some rules for my own investing.
1. Don’t invest in individual stocks usually. Use aggregates such as ETF's or mutual funds.
2. Success is dependent on the following general scale:
What you buy 10%
When you buy 25%
When you sell 65%
Which leads me to a requirement to have some form of a technical analysis game plan vs fundamental.

Just for fun and hopefully learning, I am selecting
the best 6 or so of these per my technical criteria
and I will track them over coming months
]]> http://seekingalpha.com/article/140505-2-of-morningstar-s-favorite-etfs?source=feed#comment-526797 526797 S&P lost 42%, but our best ever fund lost only 35% ! take a bow.]]> Mon, 01 Jun 2009 14:04:04 -0400 S&P lost 42%, but our best ever fund lost only 35% ! take a bow.]]> http://seekingalpha.com/article/138683-u-s-stocks-today-vs-1938?source=feed#comment-511994 511994 simply a comparison of this market sell off to an earlier one of similar amplitude and duration regardless of causes. I find it instructive if not definitive as to what might happen. (history rhymes).

If folks can identify charts for other market sell offs that are similar to today and the resultant market dynamics, I would like to see them]]> Wed, 20 May 2009 17:06:52 -0400 simply a comparison of this market sell off to an earlier one of similar amplitude and duration regardless of causes. I find it instructive if not definitive as to what might happen. (history rhymes).

If folks can identify charts for other market sell offs that are similar to today and the resultant market dynamics, I would like to see them]]> http://seekingalpha.com/article/120782-asset-allocation-the-key-to-proper-diversification?source=feed#comment-392535 392535 "If it ain't goin' up, don't buy it.. Nothing is goin' up so dont buy anything..'cept gold.. maybe ]]> Tue, 17 Feb 2009 16:34:11 -0500 "If it ain't goin' up, don't buy it.. Nothing is goin' up so dont buy anything..'cept gold.. maybe ]]> http://seekingalpha.com/article/112403-dennis-gartman-go-long-infrastructure-short-everything-else?source=feed#comment-340353 340353 Mon, 29 Dec 2008 09:17:33 -0500 http://seekingalpha.com/article/110272-emerging-market-etfs-investors-appear-to-be-regaining-appetite-for-risk?source=feed#comment-326788 326788 Thu, 11 Dec 2008 18:53:20 -0500 http://seekingalpha.com/article/101671-solar-stocks-on-sale?source=feed#comment-290200 290200 Sat, 25 Oct 2008 09:39:44 -0400 http://seekingalpha.com/article/99347-too-late-to-short-spy-an-historical-perspective?source=feed#comment-280119 280119 Sat, 11 Oct 2008 19:48:26 -0400 http://seekingalpha.com/article/99461-largest-bond-etf-now-trading-at-a-massive-discount?source=feed#comment-280103 280103 Same thing as a closed end fund]]> Sat, 11 Oct 2008 19:30:06 -0400 Same thing as a closed end fund]]> http://seekingalpha.com/article/98576-take-a-look-at-junk-barron-s?source=feed#comment-275204 275204 Mon, 06 Oct 2008 19:52:29 -0400 http://seekingalpha.com/article/98576-take-a-look-at-junk-barron-s?source=feed#comment-275201 275201 Mon, 06 Oct 2008 19:50:35 -0400 http://seekingalpha.com/article/97891-stop-yelling-about-fdic-limits-in-fact-just-stop-yelling?source=feed#comment-269818 269818 Tue, 30 Sep 2008 14:59:55 -0400 http://seekingalpha.com/article/97860-tactical-asset-allocation-part-i?source=feed#comment-269809 269809 It helps you determine three things;
1. what is the risk level of the total market.
2. what sectors are performing best relative to all others
3. What is the risk level of individual stocks within each of the best sectors.

The foundation of the method is relative strength. I find it very helpful, once learned. just a suggestion. Many books/sites availble to teach it.
]]> Tue, 30 Sep 2008 14:49:43 -0400 It helps you determine three things;
1. what is the risk level of the total market.
2. what sectors are performing best relative to all others
3. What is the risk level of individual stocks within each of the best sectors.

The foundation of the method is relative strength. I find it very helpful, once learned. just a suggestion. Many books/sites availble to teach it.
]]> http://seekingalpha.com/article/93594-attractively-valued-international-dividend-stocks?source=feed#comment-244942 244942 Thanks for the fine analysis. One worry --- Some of these have a high(er) Div yield because the stock has dropped significantly over the past x months. Is there anywhere someone might have insight on this potential problem other than doing the homework you identify.
I'm lazy. Thanks again ]]> Wed, 03 Sep 2008 18:34:56 -0400 Thanks for the fine analysis. One worry --- Some of these have a high(er) Div yield because the stock has dropped significantly over the past x months. Is there anywhere someone might have insight on this potential problem other than doing the homework you identify.
I'm lazy. Thanks again ]]> http://seekingalpha.com/article/93365-consumer-discretionary-sector-is-going-down?source=feed#comment-243210 243210 Mon, 01 Sep 2008 12:08:19 -0400 http://seekingalpha.com/article/87191-risk-management-in-trending-markets?source=feed#comment-215669 215669 Sun, 27 Jul 2008 12:00:34 -0400 http://seekingalpha.com/article/75379-calling-it-quits-on-gold-platinum-it-s-time-to-go-financials?source=feed#comment-161092 161092 Sat, 03 May 2008 09:26:38 -0400 http://seekingalpha.com/article/69871-bear-stearns-launches-first-ever-active-etf?source=feed#comment-131715 131715 Wed, 26 Mar 2008 09:16:35 -0400 http://seekingalpha.com/article/69637-3-reasons-to-be-bullish-on-solar-stocks-cowen?source=feed#comment-131529 131529 Tue, 25 Mar 2008 22:35:20 -0400 http://seekingalpha.com/article/67812-etfs-for-the-bear-market?source=feed#comment-127535 127535 Good article. Thank you]]> Mon, 17 Mar 2008 08:27:52 -0400 Good article. Thank you]]> http://seekingalpha.com/article/66257-commodity-etfs-overbought-gold-least-so?source=feed#comment-120055 120055 Thu, 28 Feb 2008 05:53:58 -0500 http://seekingalpha.com/article/58958-god-told-me-the-market-will-crash-soon-pat-robertson?source=feed#comment-108421 108421 Sat, 05 Jan 2008 13:32:54 -0500 http://seekingalpha.com/article/55022-jp-morgan-and-bnp-paribas-commodity-indexes-battle-contango?source=feed#comment-102952 102952 Sat, 24 Nov 2007 06:46:27 -0500 http://seekingalpha.com/article/49837-ben-stein-global-etfs-and-the-dollar?source=feed#comment-98751 98751 Mon, 15 Oct 2007 16:41:21 -0400