bobbybutte

How to Trade the Rest of the Year - Goldman Sachs

as a person who has become financially indpendent solely from investing let me add a few points

Stocks that have run up during the year outperform in december

Those who have done poorly will underperform

People with gains defer them to the next year and save 12 months of paying the tax man

those with losses will sell stocks in Nov and december and then buy them back 31 days later

Shorting the Market by Going Long the Dollar and Volatility

i think going long the dollar at this point should work out well

Having said that buying large cap multinationals provides more downside protection but of course a more limited upside but overall a better risk reward ration IMO

Enjoy this author

Seven Dividend Stocks to Take the Emotion Out of Investing

Great discussion here it is clear this is among the forums most rational people

What you do with a company like KO is what Buffett and myself did in the 90s when it got grossly overvalued

You sell covered calls against against your positions

In time all my Coke got called away but I collected great premiums until it did

I put the money into the tobaccos and did real well

The author is right about Mr Market being irrational

In my 22 years of investing I never saw so much irrationality from last November to March

Thankfully i traded out of many of my stocks to add higher paying dividend payers and between that and my home quity loan increased my annual dividends by almost 80%

Remember keep building the machine and you will find fianncial independence

I know its possible because it happened to me.peace

Jeffrey Saut: Underinvested Managers Chasing Performance Should Fuel Further Upside

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things


Saut liek him or not has been spot on in his analysis

The low hanging fruit has been picked but there will no doubt be a shift from the higher beta names to the largecap multinationals

Ritholtz Says 'Buy and Hold Is a Disaster'

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends and buy and hold investing let me add a few things

Riholtz is full of it

what rational person bought high PE stocks ?

Those who bought the high growth low PE stocks have done well
Investing is 50% art ( instinct) and 50% science ( numbers)

If you want to read agreat article on buy and hold read the November issue of Newsmax with Sarah Palin on the cover page 90 from well renowned journalist Julie Crawshaw

Then you will see why Riholtz is sadly mistaken

Remember the old Chinese proverb

Man who say something can not be done should not interrupt man doing it

On Paul Krugman's Deficit Rationalization

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things


Krugman is a good example of abad example

If he actually understood how it all works he would be managing money not spewing his elitist nonsense

It is really siimple america needs to cut all EXPENDITURES from government social security medicare everything by 20% except Miliatry salaries which should be raised 5%
Combine that with cutting the lowest tax rate from 10 to 7% and low and behold everything is fine

America knows what they need to do but does not have the will to do it

Do Black Swans Negate Option Premiums?

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things

author is 100% right and Taleb is a academia nut who like a stopped clock is right twice a day but the rest of time is incorrect

Taleb likes to talk about an unseen event all the time

EVERY great investor allows for that thats why they are GREAT and what separates them from everyone else

The fact is there is an inherent amount of risk in the market

This author is excellent black sholes is bogus.peace

High Gold Prices: It's the Oil, Stupid

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things

Kudos to those who have bought gold in the past decade it always does well when stocks are overvalued like the overall market has been for the past decade

However remember what wise people do in the beginning fools do in the end

If you want to hedge against a falling dollar its best to buy large cap multinationals

there is a great article by julie Crawshaw in the November issue of newsmax page 90

In this supposed lost decade the power of reinvested dividends and a great stock price is potent

Gold and Silver - How High Will They Go?

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things

Bull markets in anything take on a mind of their own

remember what wise peopel do in the beginning fools do in the end

Amazon Taking the Fight to Wal-Mart

as a person who has become financially independent SOLELY from dividend investing and reinvested dividends let me add a few things

Author is 100% right that amazon is not a value stock at these levels

If Wal Mart wanted to smash amazon they could but wal mart is more interested in hurting the brick and mortar book stores first although they would not admit it

Amazon is a great business model but not at 65 times eranings

Why Silver’s Breakout Could Bring It Out of Gold’s Shadow

As aperson who has become fianncially independent SOLELY from buy and hold dividend investing let me add a few things

Copper has done better thangold and maybe silver should move out its shadow

However wal mart has risen 8% this month so any bet against teh US Dollar seems to be a winner

Wells Fargo, JPMorgan and Bank of America: Stock Prices Can Double

As aperson who has become fianncially independent SOLELY from buy and hold dividend investing let me add a few things

The author is 100% correct ,but this article would have more credence if it was written in May or June

Having said that ,Banks are difficult investments because they are really hard to understand fully

Im an accountant by trade and i can assure you that Ive read and prepared more financial reports than most of the readers here

I dont understand them

Buffett the greatest of all time has bought bank stocks 4 times and watched them drop by 40% or more

Paulson and many others are really smart and have made billions

Having said all that I do believe that the authors idea about banks is sound

However as featured in this months Newsmax magazine with Sarah palin on the cover

Page 90 says dont buy a stock you dont understand

Seven Dividend Stocks to Take the Emotion Out of Investing

As aperson who has become fianncially independent SOLELY from buy and hold dividend investing let me add a few things

1) there is always EMOTION in dividend investing .Investing is 50% art and 50% science

Having said that I admire this authors devotion to dividend investing

Having said that You need to find stocks at the RIGHT price

This month November newsmax magazine page 90 with Srah Palin on the cover has a great article by Julie Crawshaw about building your dividend machine please read it

What Happens When the Government Stops Propping Up Housing?

As a person who has become financially independent SOLELY on buy and hold dividend stocks and reinvested dividends let me add a few things

Author has made great points and this article has alot of good info

Real estate market may have a way more to fall but things are great now for young people

22 years ago my first house cost 70,000 but the interest rate was 12.5%

My friends boy just bought a better place for the same price and locked in a 4.7% 15 year loan
We are in the same profession and he makes 120% more than i did at the time

So lets see my interest expense wasalmost 9K and his about 3200 per year

and he makes more than double what i made

make sense?

The S&P 500 Gets an Upgrade

As a person who has become financially independent SOLELY on buy and hold dividend stocks and reinvested dividends let me add a few things

This has become a stockpickers market now and no longer can you buy stocks blindly like you could have the past 6 months

Having said that I agree the PE of the S&P 500 ,especially banks will determine invariably where this market will go

John Paulson who called the financial crisis thinks BAC can double in 12-24 months

Now if you disagree with him ,ask yourself if your so smart why is he so rich?

Great article in the November issue of Newsmax page 90 which explains its a stockpickers market