stocks – My Investing Notes

09Jan 2010 by stanley

Where to be in 2010? Investor picks.

Just the type of an article I like in the latest Barron's, The Best ETF Bets for 2010 John Mauldin, Millennium Wave Advisors "A healthy dose of cash and other forms of fixed income may be the best prescription for 2010." Mauldin recommends putting money temporarily in short-maturity corporate and municipal bond ETFs like and . He sees the economy headed for a second recessionary dip later this year, and so recommends rotating into defensive funds -- particularly, high-dividend-payers like or . Mauldin also likes health-care funds, especially those with biotechnology exposure such as . He is bullish on biotech: One of the purer plays is ."Wait for the real buying opportunity."Longer term, Mauldin recommends gradually shifting portfolio weights from securities of developed countries whose valuations "are out of whack"…

03Jan 2010 by stanley

Bets for a Sagging Dollar

My Stock Picks

There is a very good article on investing in the latest Kiplinger's (Feb 2010) "Make A Buck Off A Sagging Dollar." Their view is that the dollar is on the decline, and you better diversify. They have a few suggestions how you can do that. I also think the long term the dollar does not look so good. Especially when comparing it to emerging markets. Read on... You can invest in emerging-markets bonds through . "Pimco invests in 15 markets, including Poland, South Africa, Mexico, and Thailand." It's on the expensive side, though, with an annual cost of 1.35%. I try to stay under 1%, but this might be worth the price. For a lower cost alternative, check . "This exchange-traded fund, launched last summer, uses futures contracts to provide…

30Jan 2007 by stanley

My Feb 2007 Stocks and ETFs

investing

Here are my current holdings in the beginning of 2007. My strategy now is still go with a defensive lineup and also diversify more internationally. I also decreased my position in energy. I'm going to stick to my strategy and even increase my exposure to ETFs and opt for less risk than investing in individual stocks.: $68: A giant that's beaten up a bit. Should recover. Quality stock..: $36: Quality company with good management. Diversified. Looks cheap.: My recent addition. Company makes good products, moves into more healthy oriented products. Good international player.: Panasonic makes the best plasmas and cameras. Good growth potential.: It's beaten down now but a quality company with very good growth potential.: One of the biggest and beaten down. Good pipeline.: I believe content is the…

08Aug 2006 by stanley

My Aug 2006 Stock and ETF Holdings

investing

Here are my current holdings. My strategy now is to go with a more defensive lineup. I believe the economy is going to slow in the next couple of months or even years. I like to go with quality stocks and stocks that increase their dividends. I am also shifting into ETFs. I currently have around ten stocks and ten ETFs.Here's what my current stock holdings are:: A giant that's beaten up a bit. Should recover. Quality stock..: Quality company with good management. Diversifed. Looks cheap.: My recent addition. Company makes good products, moves into more healthy oriented products. Good international player.: Panasonic makes the best plasmas and cameras. Good growth potential.: It's beaten down now but a quality company with very good growth potential.: One of the biggest and…

29Jan 2006 by stanley

My 2006 Q1 Stocks

investing

I'm going to reveal it all. I'm going to reveal the stocks I own in my Interactive Brokers account. Why? Because that's where I put my investing (not retirement) money. In the next post, I'll tell you which ETFs I currently hold. I'm also going to tell you, in the next few posts, which stocks I currently like and that are not in my portfolio right now.My 2006, Quarter I, Stock Holdings: ($24.5, S&P Rating: 4 stars; Good Value Line rating): Good stock to own in the restaurant business. Every time I go to Applebee's, it is packed. I like its food, as well as its growth potential.: ($18.8, S&P Rating: 4 stars; Very good Value Line rating): Good, stable company. Good player in the tech industry. Fairly cheap.: ($61.3,…

Tag: stocks