Sunday, December 21, 2008
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This is a stock market blog about portfolio management,foreign stocks, exchange traded funds and the occasional musing about my firefighting experiences. The point here is to share process.
The opinions expressed on this site are those solely of Roger Nusbaum and do not necessarily represent those of Your Source Financial (“YSF”). This website is made available for educational and entertainment purposes only. Mr. Nusbaum is an Investment Adviser Representative of YSF, an investment adviser registered with the U.S. Securities and Exchange Commission. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of YSF. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of YSF’s Part II of Form ADV is available upon request. In addition, a copy of YSF’s privacy notice can be obtained by click here. This website is in no way a solicitation or an offer to sell securities or investment advisory services. Mr. Nusbaum and YSF disclaim responsibility for updating information. In addition, Mr. Nusbaum and YSF disclaim responsibility for third-party content, including information accessed through hyperlinks. ALL RIGHTS RESERVED.
11 comments:
Roger, you're a fireman for crying out loud. Why are you messing around with that stuff? I think the real investing message in Occam's Heater is to get professional help when DIY doesn't work.
What would a Microsoft/Yahoo merger be called?
How about Micro-hoo.
How about Ford and GM merging and calling themselves;
Ford-olet.
funny, changing the thermostat no prob, the friend who helped with the thermocouple is a contractor. Joellyn worked for him for two or three years.
stuff in our wheelhouse we do, stuff not in our wheelhouse we don't which is consistent, I think, with knowing when to get help.
Yahoo shareholders could have got $31. Should it make me feel any better that so many high-powered and connected business people got it so wrong?
to the extent you care about Yahoo, maybe instead of feeling good that many got it wrong, maybe it makes more sense to take a lesson from the whole thing? How can you benefit from this in the future?
Roger- I thought you may find this article interesting by Bert Dohmen...
http://www.thestreet.com/story/10444724/1/bert-dohmen-no-time-for-buy-and-hold.html
Hi- I was curious if you consider using a buy-write strategy as part of your alternative investment strategy?
What bugs me about what Dohmen says is that he seems to just want SOMETHING - anything - to be down 80%.
In '29 it's one index, in the 70s it's some Valueline INdex, in 2000 it's the Nasdaq.
Odd, I can get the first couple of seconds of the video without sound, but then it just freezes
I'll try to check out the video from BD, thank you.
Most clients own a call writing CEF. Sometimes it has been great, sometimes awful but I think I've lucked out with it compared to some others. It focuses on foriegn stocks and if an indexed one came out that focused on foreign i would switch to that depending on the index. I'd also use a putwrite ETF if one ever gets listed.
maybe they are alternative but i don't think of them that way, more like purpose holdings; purpose being lower vol and higher income but generally correlated. i'd hope alternative would not be very correlated.
Roger- I am not the original poster however I have owned the Gateway Fund (GATEX) and have read some of your articles on PBP and was curious why you prefer the ETF mousetrap versus Gateway? thxs
i prefer the access of any point in the trading day. i don't do a lot of trading but every so often time of day matters.
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