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Apr28
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I read blogs about investing from time to time. I am occasionally moved to comment on them. I though I'd share some of the sites I've visited this week with articles I found interesting.
http://www.soundmoneytips.com/article/9500 Sound money is making the transcripts of management earnings calls available for over 400 companies.
http://www.investingintelligently.com/ There is an article about covered calls.
http://baboontrades.com/2006/04/22/welcome-to-baboon-tradescom.aspx This page has returns and comments about GorillaTrade.
http://blog.kiplinger.com/blog/archives/2006/04/people_say_lots.html This post is about using cash when valuing companies.
I've left comments on each of these sites and you can actually find them if you are persistent.
What sites do you find valuable for investing?
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Apr28
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Interest rates are going up. Housing starts and sales have slowed. The inventory of unsold houses is increasing. Is it time to take profits on your real estate funds? One of the popular Exchange Traded Funds (ETFs) is IShares Cohen...
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Apr27
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I received an invitation to a free seminar on Investools yesterday. I did what I always do when I get these offers in the mail, I did due diligence. I looked them up on the web and read everything I...
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Apr26
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Remember that asset allocation is the most important decision you make about your investments. It determines how much risk and return you are likely to get from your investment portfolio. We have recently come through a period of low returns...
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Apr25
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There was an excellent article in the Wall Street Journal on April 24, 2006 by Karen Hube titled, "Alphabet Soup - Financial advisors are adding more titles to their business cards. Do any of these labels really matter?" I recommend...
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Apr24
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Last week I went over a typical business cycle. I related how different asset classes may be affected by the liquidity provided by the Fed and by the stage of the business cycle. I promised to look at business cycles...
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Apr21
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When the Fed raises interest rates to slow inflation, they will eventually succeed. The rise in interest rates will slow the purchase of homes because mortgage rates will be higher. The purchase of cars will slow for the same reason. ...
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Apr20
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At some point in an expansion the Federal Reserve Bank will get a whiff of pending inflation. They will start to raise interest rates again. This will lead to a flattening of the yield curve. The yield curve is the...
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Apr19
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During the expansion and growth phase of an economic cycle, interest rates and inflation remain low. This leads to rising real incomes (nominal incomes minus inflation). Rising real incomes leads to rising consumption. Banks relax their lending standards and low...
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Apr18
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As I mentioned before, during a recession the Fed lowers interest rates. Eventually, rates are low enough to stimulate purchases of housing, new cars, and other consumer staples. Business earnings start to go up as the layoffs, debt payoff and...
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Apr17
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I am going to start today a series on business cycles. I will look at it from various points of view.Economies around the world are subject to various cycles. I will start my discussion of the economy cycle at a...
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Apr14
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About 20 years ago, my employer at the time, The Chase Manhattan Bank, NA offered employees the services of a financial planner. Chase was getting into the business and wanted to refine the product, publicize it through their sales force...
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Apr13
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Jeff Opdyke, author of The Wall Street Journal Complete Personal Finance Guide Book, adapted information from his book for an article in the Wall Street Journal April 12, 2006 titled "Determining How Much Life Insurance You Need." I liked it...
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Apr12
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In my job we subscribe to Starmine. I have mentioned them before in conjunction with forecasting earning surprises. Today they came out with their list of the largest predicted earning surprises for the first quarter of 2006. There is a...
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Apr11
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I said yesterday that I had written about Real Estate Investment Trusts or REITs. I checked and found while I had mentioned them a few times I had never described them. Today I will remedy that.REITs are tax advantaged under...
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Apr10
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I have written about Real Estate Investment Trusts (REITs) and Canadian Oil Royalty Trusts. Today I would like to cover another tax advantaged investment called Master Limited Partnerships (MLPs). Because of their partnership structure, if MLPs meet certain tests they...
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Apr 5
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In my last two posts I introduced R David Ranson, Ph.D, president of H.C. Wainwright & Co. Economics and walked you through a cycle of leading market indicators for various markets. I also showed where these differed from conventional wisdom. ...
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In my last post I mentioned the linkage between changes in precious metal prices (Gold, Silver, and Platinum) and short term interest rates (positive correlation) and bond prices (negative correlation). Now I would like to complete the cycle.Dr. Ranson's research...
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I will be out of town for the next two days, so I am posting three entries today. I am unsure if I will have internet access where I am going, so you get to see the material early.Today I'd...
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Apr 4
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I have some friends in Louisiana. In the last two weeks they have sent me two investments to look at to get my opinion. They both were frauds. I'd like to talk a bit about them to help you avoid...
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Apr 3
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After my post on short selling I could just hear the comments, "Well dufus, my money is in an IRA and they won't let me sell short. I suppose I have to leave all that money on the table."Not so...
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