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Post by blygh on Dec 28, 2012 20:19:06 GMT -5
My best sectors for 2012 was biotech, housing and health care. I think chemicals will do well in 2013 - perhaps automotive - Toyota, Ford, GM are impressive lately. In terms of geographical funds - I like South America - Chile Brazil especially. I usually just go with ILF or LAQ. I believe in the rails (UNP, KSU, WAB, CSX, NSC, GWR) but I want to see better upside volume. Can't get a sense of bonds - don't fight the the Fed has always been good advice. Muni bonds have trailed off. Quo Vadis??
Blygh
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Post by blygh on Feb 26, 2013 19:45:55 GMT -5
 I bought a basket of railroad stocks today |
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Post by blygh on Mar 14, 2013 19:30:08 GMT -5
The railroad picks worked out pretty well - I am putting in stops - today I bought a bunch of insurance stocks - BRKB UNM HIG ALL ASI ALL and FSPCX - people and companies always need insurance and their investments do well in a rising market
Blygh
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Post by blygh on Apr 12, 2013 21:33:56 GMT -5
Have we gone too far too fast? ...especially with May coming up and all the GO AWAY IN MAY advocates?? Airlines (esp UAL, DAL) are doing OK but best performance is biotech/pharma - SNY GILD CELG NVAX LLY JNJ PFE AMRN PBYI - have done well - Housing may have peaked but falling interest rates may re-juice it - maybe ITB for housing and DRN for real estate? Tough to be a sector investor - Blygh
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Post by bankedout on Apr 13, 2013 11:33:00 GMT -5
Some products that I'm watching which are doing well right now:
Retail RETL
Natural Gas UGAZ
Japan EZJ
Real Estate DRN (you mentioned this one already)
Health Care CURE
Biotech BIB
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Post by blygh on May 23, 2013 12:38:43 GMT -5
I am making substantial investments in FNMA and FMCC (Fanny Mae and Freddie Mac) but I may sell at closing - daily
Blygh
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Post by sd on May 23, 2013 19:33:30 GMT -5
Darn Blygh-
I didn't think you succumbed to the day-trading urge!?
Seriously, If the interpretation of the Fed's "intentions" are cloudy, and the market reacts with the expectation of higher rates are in the near future, it would seem to present a bearish view on the housing market- I'm biased of course since my URE position stopped out this week. It is down today, but both of the stocks you mentioned moved higher and closed up-
WHY did this occur? Just asking-SD
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Post by blygh on Jun 3, 2013 13:58:34 GMT -5
Wow - 44 of 55 new lows today at 2pm on the ARCA are munibond funds - quite a turn around from all the new highs in November. Any ideas on what this portends beside the obvious anticipated rise in interest rates?
Blygh
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Post by sd on Jun 3, 2013 20:12:48 GMT -5
There seems to be a dichotomy here-
Bond yields are driven low so the average investor has to move out of "safer" bonds and into equities to get some yield-
They have driven up the favored 'safe'stocks- dividend yielders to a high valuation-
Where do we go from here? If the Fed raises rates to stave off inflation and reduces growth potential, it should mean the economy is steaming forward to a strong recovery.
I must be in a valley, because i don't see that smoke signal, nor the strong recovery that would get the Fed ready to tighten .
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Post by blygh on Jun 4, 2013 8:21:31 GMT -5
I agree sd. Inflation happens when there is too much money chasing too few goods/services. Today you can produce anything just about anywhere - there is no shortage of stuff to buy and I do not see that changing anytime soon. If anything, we are in a deflationary trend which the Fed (ECB, Bank of China, BOJ) is combating by increasing liquidity. But the market is saying something else I am just not sure what.
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Post by blygh on Jul 30, 2013 7:23:52 GMT -5
I quoted the old saw "When small caps peak, the bull market is over" in another thread . Today's (July 30, 2013) WSJ had a relevant article online.wsj.com/article/SB10001424127887324170004578636273280260316.html?mod=WSJ_hp_LEFTWhatsNewsCollection"Small-caps are looking more and more unattractive," said Wasif Latif, who helps oversee $50 billion in assets as vice president of equity investments at USAA. "Valuations are beginning to become stretched." USAA is paring back its small-stock holdings and adding exposure to cheaper emerging markets such as Indonesia, Malaysia and Turkey. The Russell 2000 is up 23% this year and has risen 31% over 12 months. The large-cap S&P 500, by comparison, is up 18% in 2013 and 22% since this time last year. |
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Post by sd on Jul 30, 2013 20:00:00 GMT -5
I do recall your quote earlier-
Much as the pendulum swings wide one direction, it will also swing wide to the other- Small caps have outperformed, but can also do so to the downside-
In my IRA, I placed an order yesterday to sell 1/3 of the position-SMCWX - a small cap mutual fund-
A lot will be based on how the market interprets tomorrow's data.
SD
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Post by blygh on Aug 21, 2013 19:13:31 GMT -5
Good yielding Munibond funds have started an upswing - I bought into MYI and MUH today - both have good yields
Blygh
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Post by blygh on Sept 23, 2013 7:13:19 GMT -5
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Post by blygh on Sept 26, 2013 5:57:49 GMT -5
Now that the Fed has not signaled any imminent rise in interest rates, my August 21 observation about munibonds is working out. TLT (long term treasuries) has also undergone a significant up tick . Preferred stock ETFs also looking attractive (JPC, PFF) - Tells me the market is skeptical about stock gains and is looking for safety and high single digit returns. I recently moved some cash into convertible securities (FCVSX). Today I plan to move more into preferred ETFs.
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