bambooman

This Is Just the Beginning

im going to put forth a crazy proposition: BOTH the dollar AND commodities (particularly precious metals) are going to strengthen.

1) The dollar: everybody, every business, and every government needs it. Price corrections for every day goods, demand increases as businesses continue to slow, and eventual (a) interest rate increases (thus returning MORE dollars on a guaranteed investment) and (b) increased taxes (meaning that people demand yet more dollars since a greater chunk is taken away) all point to a stronger dollar.

2. Precious metals will continue to strengthen as countries seek to have solid assets to back their budgets. I personally believe that silver has largely been ignored, and see far much more upside for it relative to gold.

Reasons Abound to Like Intuitive Surgeries

Would like to add though that there's some great ideas in here. Personally think that now is the time to be loading up on proven leaders throughout various industries - ISRG is certainly in that category.

Reasons Abound to Like Intuitive Surgeries

After all of that analysis and commentary about ISRG, I find it rather ironic that you disclose no holdings in ISRG, but in JNJ.

Is Hansen Natural a Value Trap?

Great article. I work with a workforce dominated by 20-30 year old males, and originally invested in HANS because at the snackbar, half the guys were buying Monster drinks (they continue to do so). Nice to have this solid analytical backing as well.