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An example of a holding I own that remained overbought for a while (showing how overbought near 90 is not necessarily instantly actionable and can remain so for a while)
http://stockcharts.com/h-sc/ui?s=WPC&p=D&b=5&g=0&id=p702801044…
Ugliest chart ever. E-v-e-r.
http://finance.yahoo.com/echarts?s=TEAMX+Interactive#symbol=TEAMX;range=5y
Additionally, I may take profit on Japan stuff sooner than later, although it's relatively minimal so I may just let it ride. I dunno.
Reply to @rono: :Same goes with the older boomers that are now in their dis-investing stage."
And if that's the case (and I think it is, to a good degree), I don't think younger generations (many of whom have a mountain of student debt) will step …
A couple of thoughts:
Poster Bob C could offer thoughts regarding how to find a financial planner. Additionally, I would make sure that you are going with a financial planner and not some sort of a broker. That's really an issue that a family membe…
Reply to @GregFromBoston: Well, I think if people do move into lower risk investments and they are okay with the returns they are seeing, that may not be enough to save for retirement in the long-term, but maybe it's a symptom of whiplash - people h…
Worries about avian flu I think were part of it.
http://www.businessweek.com/news/2013-04-04/hong-kong-stocks-slump-on-bird-flu-deaths-after-holiday-break
Reply to @Mark: I agree. I didn't have any intention of adding further either, although I did end up buying a bit of NTI yesterday (although that was down something like 22% in the past few weeks), but I can't see adding to it. Kinder and Brookfield…
Reply to @Charles: My investments in Japan aren't much - I have a very hard time making investments in things that I don't think there's a good fundamental case for. Long-term (and quite possibly even mid-term), I have no confidence that what Japa…
Reply to @Mark: I thought the same thing when it seemed like the amount of EM debt funds seemingly went from 4 to 40.
MLPs may continue to be popular, they may not - I continue to like them (especially a couple) as long-term holds. If they drop, I…
I think it's fine and good that people have a long-term view (declines are to be bought, etc.) I think a significant yield and some lessons learned/a bit of restructuring has allowed me to probably have more of a buy-and-hold mentality than ever bef…
Reply to @scott: 2:07 AM The Nikkei (NKY) surges and the yen (FXY) plummets after the Bank of Japan starts firing the heavy artillery in its battle against deflation. Under new Governor Haruhiko Kuroda, the BOJ is changing its target when setting po…
Reply to @TSP_Transfer: Buffett has a remarkable record as an investor, but I think he's a crony like many other cronies throughout time. I tend to think Buffett probably didn't intend to go that route, but I think Buffett is probably playing the …
I like nat gas. I own KMR, APAJF (Australia's largest nat gas pipeline), KMI and a few other assorted gas-related plays. I don't know what I'm going to do but I have pondered buying yet more in the way of pipeline-related because I just think that -…
Reply to @Investor: I'm not sure if two 50% declines within a decade are entirely normal in the long-run (although maybe that's the new normal), but either way, I think it speaks to the continued importance of dividends for those who are buy-and-hol…
Reply to @Charles: Not too unusual. I occasionally dabble in 2x Profunds/Rydex, but it's been a while as I have grown to dislike such "trades". The Japan 2x is a very small bet, and as I've said with what investments I do have with Japan, it's not …
Reply to @Charles: I give anyone credit who can analyze health care co's - with health care, I just went with a fund (HQL). I also own ABT, although that's heavily nutrition after spinning off Abbvie.
I agree on real estate, although I particularly…
Reply to @BWG: Canadian Apartment Properties REIT. Hasn't done much of anything this year, but I believe there'll be demand for the foreseeable future and I like the monthly div reinvestment. Not a large position, but I think it's a comfortable lon…
I've happened to talk to (or overhear in a case or two) a handful of real estate agents this week (including one I know.) All of them have generally said that inventory is low - you have hit a point where it would seem that many who were going to se…
Stock, probably Jardine Matheson, since late '10 (JMHLY.PK) Brookfield Infrastructure since early 2011 (BIP) A couple of Matthews Funds since 2010. A lot of stuff is newer since the stock portion was reorganized with more focus on income (WP Carey a…
Japan's economic results after recent actions:
http://www.zerohedge.com/news/2013-03-28/abenomics-farce-continues
"LORD Jacob Rothschild, a scion of banking’s most famous family, yesterday said his company had doubled its investment in Japanese s…
Reply to @Charles: Walgreens has turned things around after a couple of iffy years and is competing with CVS with a number of sizable moves lately, such as the merger with Alliance Boots that is going to create the largest health/beauty chain (I own…
Reply to @prinx: I think it's difficult and there are definitely lessons - it has been a learning experience. Additionally, I've structured my holdings so that the single stock section provides a considerable yield with few exceptions (such as FISV …
I don't know, I just think it's best to be globally diversified. I do have a specific investment in Japan not from a fundamental standpoint but because they are going to print themselves into oblivion. Europe is a mess and I think what bothers me is…
Interesting chart for KMR - held around the 20 day MA for about a month and a half/two mo, then the MACD turn and stock breaks higher at that point.
http://stockcharts.com/h-sc/ui?s=KMR&p=D&b=5&g=0&id=p15844008429
No. I suppose if I thought they were I might do a trade with a Profunds or Rydex-style fund, but I'm trying to do less of that sort of thing. If I have to hold for 6 months, no. Gundlach may very well be right, but I don't want to try and time somet…
You don't have financial education in schools. My question becomes what % of investors who are - for use of a better-term, "more involved in the process" - are "self-taught" or taught by someone in the family. How many of the remainder are either ra…
