S A's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/40416/comments http://seekingalpha.com/article/36557-memorial-day-through-labor-day-outlook-that-depends-on-today?source=feed#comment-87059 87059
SA.]]> Fri, 25 May 2007 17:52:24 -0400
SA.]]> http://seekingalpha.com/article/34181-etf-screening-trend-lines-and-track-records?source=feed#comment-85366 85366
A few questions if possible:

1. You mention a stop-loss on 8% drop. From where do you measure the 8%? highest traded value since holding was established? highest closing value since holding established?

2. How tax-efficient is this strategy? is the avg. etf holding period short (making the gains short-term high-tax)?

Thank you,
SA.]]> Wed, 02 May 2007 22:52:48 -0400
A few questions if possible:

1. You mention a stop-loss on 8% drop. From where do you measure the 8%? highest traded value since holding was established? highest closing value since holding established?

2. How tax-efficient is this strategy? is the avg. etf holding period short (making the gains short-term high-tax)?

Thank you,
SA.]]> http://seekingalpha.com/article/32647-powershares-int-l-dividend-achievers-a-conservative-way-to-invest-abroad?source=feed#comment-85316 85316 I have owned PID almost since its inception (about a year and a half ago) and EFA has outperformed it, consistently for a total 3-4% difference...
SA.]]> Wed, 02 May 2007 02:10:24 -0400 I have owned PID almost since its inception (about a year and a half ago) and EFA has outperformed it, consistently for a total 3-4% difference...
SA.]]> http://seekingalpha.com/article/34138-sell-in-may-and-go-away-history-says-no?source=feed#comment-85315 85315
- The one between 4/30 to 10/30 which is clearly flattish/down

- The other between 10/30 to 4/30 - in a clear and definite upward trend.

So the data clearly DOES support the "Sell in May and go away" adage.

Why the misleading headline - "History says No"? The data says "YES".

SA.]]> Wed, 02 May 2007 01:42:07 -0400
- The one between 4/30 to 10/30 which is clearly flattish/down

- The other between 10/30 to 4/30 - in a clear and definite upward trend.

So the data clearly DOES support the "Sell in May and go away" adage.

Why the misleading headline - "History says No"? The data says "YES".

SA.]]> http://seekingalpha.com/article/24970-david-fry-s-daily-market-outlook?source=feed#comment-80535 80535
Here's a thought: maybe XHB is trading, as equities tend to do, based on forecasting the homebuilders' turnaround (some 9 months out) which is becoming more and more plausible with each passing day.]]> Thu, 25 Jan 2007 02:14:40 -0500
Here's a thought: maybe XHB is trading, as equities tend to do, based on forecasting the homebuilders' turnaround (some 9 months out) which is becoming more and more plausible with each passing day.]]> http://seekingalpha.com/article/23988-emerging-market-etf-has-seen-better-times?source=feed#comment-79943 79943
SA.]]> Thu, 11 Jan 2007 11:49:47 -0500
SA.]]> http://seekingalpha.com/article/23256-false-diversification-may-prove-costly-in-2007?source=feed#comment-79523 79523
A few questions if I may:

The article mentions the following general equity categories used to create the portfolio:
" * U.S. stocks (married with hedging strategies discussed on page 3)
* U.S. bonds (varied durations)
* Physical commodities (such as oil, wheat, corn, etc.)
* Commodity stocks (energy, base metals, etc.)
* Timberlands
* Physical gold & silver
* Gold stocks
* U.S. commercial real estate
* Foreign commercial real estate
* Foreign bonds
* U.S. dividend-paying stocks"

1. Can you please describe what you use as a proxy for each category?

2. Can you please add more details on the weighting of each category?

3. The article studies the performance of the portfolio during only one market cycle - specifically, only one bear market period is examined (2000-2002). Have you studied the performance of the same portfolio during other bear market periods for the S&P 500? In other words how do we know that the portfolio is not a one "trick pony" tailored to one time period and may not work for the next cycle?

Thank you,
SA.]]> Mon, 01 Jan 2007 23:02:30 -0500
A few questions if I may:

The article mentions the following general equity categories used to create the portfolio:
" * U.S. stocks (married with hedging strategies discussed on page 3)
* U.S. bonds (varied durations)
* Physical commodities (such as oil, wheat, corn, etc.)
* Commodity stocks (energy, base metals, etc.)
* Timberlands
* Physical gold & silver
* Gold stocks
* U.S. commercial real estate
* Foreign commercial real estate
* Foreign bonds
* U.S. dividend-paying stocks"

1. Can you please describe what you use as a proxy for each category?

2. Can you please add more details on the weighting of each category?

3. The article studies the performance of the portfolio during only one market cycle - specifically, only one bear market period is examined (2000-2002). Have you studied the performance of the same portfolio during other bear market periods for the S&P 500? In other words how do we know that the portfolio is not a one "trick pony" tailored to one time period and may not work for the next cycle?

Thank you,
SA.]]>