Investors....come in please!

[Pablo]

Good deal on TMA.

I guess I was fine in August. And I was ready for days like today, too.

Tommorrow I get a big payment to begin my favorite time of the month!

 

[Dan4510]

I think I am gonna buy stock in the company that sells sweatpants...

 

[Pablo]

I usually wear them as home made cut-offs. You guys would have gone insane.

 

[GROUCHO MARX]

Figured out that I'm up 6.9% YTD. If I clear 10% at year's end I won't complain, depending on market return.

 

[Pablo]

Don't hurt yourself.

I'm still over 10%. But I must say - are any of us weasels NOT beating all the popular indices?

I was actually up yesterday as well. How sickisthat?

And I got the 8.11% yielding PPR payment in my account.

 

[TheLoneRanger]

This weasel was up over 80% on an ANNUALIZED basis through the first quarter. I was the best that ever was until the market turndown in May.

(At least I thought so; best yearly start I've ever had.)

Still up about 20% annualized, with 4 months to go. Probably will end the year with
8-12% gain...???

 

[Pablo]

Does annualized count? (If so I guess I'm pushing 20%) But to say annualized would include future guessing. Assuming GM did his calculations correctly - let's stick with YTD numbers

 

[Pablo]

Another excellent day.

Is there any life in HD and Lowe's?

 

[Oldmoparguy1]

quote:

---

Originally posted by Pablo:
Another excellent day.

Is there any life in HD and Lowe's?

---

Not in the near term. I held lowe's for some time, but after some research I sold and took a loss. LOW,HD,WM all have the same problem. The Golf coast disaster has continuing repercussions.

The high cost of energy, short term shortages of building materials, loss of income for a whole lot of folks in the south. The continuing high cost of gas and diesel has pushed a lot of consumers to the limit. Right now, low end retail is hurting and will continue for some time. When you have to choose to buy a gallon of paint for the bedroom, or 5 gallons of gas for your work car, you can see what I mean.

IMO: We are in the beginnings of a recession and everything that is happening in the world is just adding fuel to the fire. If fuel was to drop to 2.29 over night, it might stop the slide, but it would take at least a year or more for it to show. The momentum of an economic trend is so huge it just can't be stopped quickly. You can put some of the blame on the fed, but they just added some momentum to an already existing condition. I sure as heck hope I'm wrong, but I've been here before, at least 4 times.

 

[GROUCHO MARX]

I always figure the first 8 months are the toughest.

 

[Dan4510]

Be ready for the housing market to correct itself not unlike the tech market did in the 90s. Already in major markets that were hot only 3 months ago, the unsold inventory is increasing at an alarming rate.

The problem is that the housing industry is pegged at an unsustainable level of production much like the domestic auto industry.

Everyone that could afford a home has bought one and the marginal owners are having trouble with ARMs and ones who have borrowed all their equity and cant borrow again to liquidate credit card debt they ran back up.

And international markets that feed mortgage capital here have had some scary hiccups in the last few months.

Dan

 

[TheLoneRanger]

quote:

---

Does annualized count? (If so I guess I'm pushing 20%) But to say annualized would include future guessing. Assuming GM did his calculations correctly - let's stick with YTD numbers

---

Yeah, you're right Pablo, annualized figures exaggerate returns both up and down. I use a Quicken program, and it was set up for annualized reports. When I set it for yearly, I get about 12.2% which sounds about right.....

 

[Pablo]

Maybe there is a base line - say 20% annualized IF you hold the 5% baseline for the remainder of the year.

I probably didn't lose my arshe today, but my funds got hit.

Does anyone watch Ni futures? Man do they swing.

 

[Oldmoparguy1]

Anyone holding CREAF? If so, your a winner! I bought CWTR yesterday. RMBS? Is it breakout?

 

[Oldmoparguy1]

Woohoo! Sold CWTR. Made 2 bux and change.

 

[Pablo]

Wow - I made money on CWTR in the past.

I had NOT been following CREAF and the dealings with Apple.

 

[Pablo]

I'm so defensive right now I'l be digging a hole for a bunker soon........oh yeah I already started that.

My nat. gas stuff is sweet on me. And I'm yielding big. No exciting trades - so you are carrying the torch.

BTW - OMG, which graphing site do you use?

 

[Oldmoparguy1]

I'm using Ask Research and yahoo.
I get the most info from Yahoo, but AR is a lot easier for me to use.

I really ought to stop being L-cheepo and buy a service.

 

[Pablo]

We seem be on the exact same plain. Or plane?

When I hit the lotto and become a professional money waster, maybe, just maybe I'll buy a service, but right now I don't see the need.

Anyway by then I'll have a commodity brokerage account and be heading for, well.....broke!

 

[msparks]

Be prepared to hear something about the new diesel emmisions technology. Especially Corning. Word is getting out on the street and with the new regs coming into effect on all 2007 diesel trucks Corning will get a good pop when they do start talking about it.

Go Corning!