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bigazul

bigazul
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  • How to Play the End of the Bull Market for U.S. Bonds [View article]
    I have my guesses about where Treasuries are going, but I'm not willing to put my money where my mouth is. I have been getting more defensive overall though. There's something I'm not quite grasping with the markets (debt and equity) right now, so most of my re-balancing has involved pulling some of my profits off the table...with a couple of additions to my anchors (MO, etc) on dips.
    Apr 5 09:50 PM | 1 Like Like |Link to Comment
  • 'The Bears Are Wrong'? I Don't Think So [View article]
    A few months back I read a couple of articles that accused the Fed of giving direct support to the markets (index shares I believe it was) when momentum would flounder. Was there every any denial or confirmation on this news?
    Mar 31 05:17 PM | Likes Like |Link to Comment
  • What if It Was All Just a Big Bubble? [View article]
    It's easier to get it for free..
    Mar 27 08:45 PM | 1 Like Like |Link to Comment
  • What if It Was All Just a Big Bubble? [View article]
    Don't worry TeresaE, I'm a fascist according to my neighbor (because of my ever-strengthening libertarian views on life)...although I'm pretty sure that he has no idea what fascism is. Isn't life grand? Choose your battles...ignorance like that is not worth the oxygen that it uses to survive.
    Mar 26 05:10 PM | 2 Likes Like |Link to Comment
  • What if It Was All Just a Big Bubble? [View article]
    "the one that is most feared - another massive bubble in natural resources as a relatively fixed supply of goods meets up with an unlimited supply of paper money." I'm a believer, sir.

    So what's the play for the individual investor?
    Mar 26 09:53 AM | 1 Like Like |Link to Comment
  • Hugh Hendry's Eclectica Fund Likes Annaly Capital Management [View article]
    Not interested in upgrades/downgrades either...but I am interested in dividend stability. I'm honestly interested in your handle on NLY. I'm having some difficulty getting a reading from this point, which is usually a sell signal in my rule book.
    Mar 25 11:41 AM | Likes Like |Link to Comment
  • Hugh Hendry's Eclectica Fund Likes Annaly Capital Management [View article]
    I wonder what they're thinking about NLY now?
    Mar 25 11:31 AM | Likes Like |Link to Comment
  • Dividend Investors Beware: A New Paradigm Shift Is Coming [View article]
    Dude, you have way too much time on your hands..
    Mar 25 11:26 AM | 23 Likes Like |Link to Comment
  • Dividend Investors Beware: A New Paradigm Shift Is Coming [View article]
    yup...
    Mar 25 10:29 AM | 5 Likes Like |Link to Comment
  • Stillwater Mining: A Bet on Higher Palladium Prices [View article]
    Any news on today's SLW action?
    Mar 24 04:24 PM | 1 Like Like |Link to Comment
  • When Is the Right Time to Sell Dividend Stocks? [View article]
    I am hard-pressed to find a company that initiated a drastic dividend cut that completely blind-sided investors. Most of the companies (the well known ones at-least) were giving off warning signals well before the deed was done. The stories behind these companies changed first, which is usually a good indicator for the investor to re-evaluate why they are holding the position. There simply is no such thing as fire and forget investing.
    Mar 24 12:23 PM | 3 Likes Like |Link to Comment
  • AMJ: For MLP Yields Without More IRS Paperwork [View article]
    It's always nice to start the day by learning something.
    Mar 23 09:33 AM | 2 Likes Like |Link to Comment
  • Listening to the Investment Conversation [View article]
    Roger, I'm still a believer in real estate...with one qualifier. I'm a believer in OWNING real estate OUTRIGHT. Real estate is the worst place to be leveraged in, because there is no way to put a stop order on it. Mortgages are meant to be paid as fast as possible in my little world (prior to the housing bubble popping people thought we were nuts for that opinion). My wife and I own two houses. One we live in, the other we rent. That rental is the single best source of cash flow for us, outside of our careers. It's the ultimate dividend stock. We're beginning to warm up to the idea of buying again.

    As for bad holdings, they're only bad if you hang on to them irrationally. Being well diversified will protect you, in most cases, from the crushing blow (as you stated). Having "sell rules" in place for each investment will protect you even more. Finally, people need to learn to protect their profits by adjusting their sell rules on an ongoing basis. I'm sure it's a bit more involved on the institutional side, but those three things kept us (as individual investors) out of hot water during the recent downturn.

    These are all lessons that I learned brutally a couple of bubbles ago...
    Mar 19 12:27 PM | Likes Like |Link to Comment
  • Eight ETFs That Will Add Income to Your Portfolio [View article]
    This website rocks, as a whole. I learn something new everyday I get on it. The social media format is addicting also.
    Mar 12 09:21 AM | 2 Likes Like |Link to Comment
  • Four Dividend Stocks Which Capitalize on China's Growth [View article]
    You're right of-course...notice that "China Inflation" headline had zero effect on it today.
    Mar 11 12:52 PM | 1 Like Like |Link to Comment
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