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Ray Rimkus

Ray Rimkus
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  • Best And Worst ETFs, Mutual Funds, And Key Holdings: Small Cap Blend Style [View article]
    David...As Usual. Another informative and interesting article . However there are a few questions that pertain to trading the funds :
    1. What is the criteria for classifying the stocks within the funds "attractive..Neutral etc" Moving averages "..50 day..100 etc?
    2 Is there a" buy and sell " recommendation of the funds . ? On what basis ? I realize that "timing of the markets" may not be realistic ..then how is one to invest and when into them ? I like what I see and have looked over your Site . Thanks
    Feb 27 04:46 PM | Likes Like |Link to Comment
  • Recent Weakness Presents Opportune Moment To Buy Philip Morris [View article]
    To SPDial Thanks Logically, the investor makes the final decision. However , other peoples comments ..recommendations etc are always of interesting and helpful...Otherwise one would not be reading the S/A articles by the writers and their readers. It is my believe that one gathers all of the information possible to make the best decision. .there is nothing wrong with "another opinion" may be better then mine . so it isn't"fear" but common sense in investing . Thanks
    Feb 15 06:08 PM | Likes Like |Link to Comment
  • Recent Weakness Presents Opportune Moment To Buy Philip Morris [View article]
    Unfortunately. After being a PM holder for many years with success...I now fear losing the gains based on the many different opinions on S/A. both positive and negative. This makes it difficult for any investor. PM was considered a growth opportunity even after the GOVERNMENT FED AND STATES reaped the harvest with suits and taxes etc. Count the billions taken off the bottom line for the last 10 years. ..PM was considered "evil" but it was sure nice to get the revenue me another industry that got hit so bad .and still survived ..
    Feb 13 11:10 PM | Likes Like |Link to Comment
  • Bullish Percent Indicators Signal Market Correction Is Underway [View article]
    Like the article from the the standpoint the "Charting Examples" Is there an application so that we can apply "Sector Rotation" to this information..from the timing aspects etc ? Lowell, it looks like you an interesting it would help from an investment standpoint . Your articles are always interesting . Haven;t found a good source to apply "Sector Rotation "which I am highly interested in ...
    Feb 2 04:12 PM | Likes Like |Link to Comment
  • A Rare Opportunity In Philip Morris [View article]
    Do we believe that PM Management will allow the stock to deteriorate to a point that everyone will dump it ? In the past management was the sharpest ...less concentration in the tobacco business is the answer. What comes next ? Some big merger ? Let's hope ..A long time Pm holder !
    Jan 27 09:38 AM | Likes Like |Link to Comment
  • Rating Breakdown: Best And Worst ETFs, Mutual Funds, And Key Holdings By Sector [View article]
    David .Very interesting presentation on ETF's In order to put more value on article, Can you give total returns [possibly for 2013] on the results of the picks for that year etc. .I think that this is one of the finer articles and concepts presented --precise and easy to understand Sector Rotation .looks great but timing seems to be the question when [in and out etc?] ETF turnover rate for tax purposes [short /long term ] Thanks
    Jan 22 02:43 PM | Likes Like |Link to Comment
  • Shiller's CAPE: A Statistical Fluke [View article]
    Wow ! Reading the article "Cape is stupid" and the many comments leads me to" no place"
    Funny that Double Line funds tied up with the Cape presenter and started a new fund to incorporate this philosophy. Every day , I read the new philosophies and systems on how to invest. It seems like a endless task on following them and to find an investment solution HELP
    Jan 22 09:31 AM | Likes Like |Link to Comment
  • Portfolio Management: Blending Asset Allocation And Momentum [View article]
    Lowell A real gentlemen !.. to directly respond to my comments above . Seems like you are still in the "development stage" and i wish you well ..and will continue to follow up on your success. I like the the sector rotor approach but haven't find the timing factor. Ray
    Jan 21 08:53 AM | Likes Like |Link to Comment
  • Portfolio Management: Blending Asset Allocation And Momentum [View article]
    Still trying to decipher the results [total return] of each portfolio mentioned on Lowells site . Hopefully,they can beat the basic S&P 500 . I still see many other plans presented at S/A site but it seems futile that the simple SPY works just as well ..and simpler....Hopefully, Lowells system gives a good return ... especially, if therer is a great turnover of trades [ short term taxes due] Thanks .
    Jan 20 06:53 PM | Likes Like |Link to Comment
  • A Rare Opportunity In Philip Morris [View article]
    Article makes me feel good! Held PM for at least 20 years and it has been a great provider of returns ...however. do all good things come to an end ? Stock at lows of the year while the S&P is up 26 % Other then dividend yield the stock has "died" So would it had been wiser to invest these monies with better returns for the last three years or so ? Are we becoming too dividend conscious and missing the "big picture" ?
    Jan 20 09:12 AM | 2 Likes Like |Link to Comment
  • BlackRock International Growth & Income Trust Offers An 8% Distribution At A 12% Discount [View article]
    Good informative article.. always looking for value. Thanks
    Jan 16 09:30 AM | Likes Like |Link to Comment
  • SeaDrill: Busting The Myth Of High Debt [View article]
    Long SDRL Why is the market reacting to the downside on the stock with a up market ? "Big Money " dumping it ? Charting trend down. .Just a correction?
    Jan 15 12:19 PM | Likes Like |Link to Comment
  • Atwood Oceanics: Why This Small Cap Has 60% Upside [View article]
    Confused ! Reason for recent decline in price in this up market.. ..especially with expected earnings . SDRL also hit with same expectations.
    Jan 15 11:44 AM | 1 Like Like |Link to Comment
  • 2 Ways To Build An All-Weather Portfolio: Timed Hedging And Sector Selection. [View article]
    Fred Excellent reading but only you know how to work the logic [unless buying a subscription ?} It's the bottom line that counts . Thanks
    Jan 14 05:12 PM | Likes Like |Link to Comment
  • Sector Strategy: 2014 [View article]
    Arsene..So interested in "sector rotation" it seems like the most sensible approach to investing.and allocation to the 11 sectors..They seem to be the best "cycles" of investing since they represent the current stock movements . I have researched several investment services in Secctor Rotation but could not come to a conclusion. Best source for this type of investing? Do not see that you are associated with any companies supplying information Thanks
    Jan 10 06:59 PM | Likes Like |Link to Comment