Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Brewer's Picks
Old 11-06-2006, 11:49 PM   #1
Full time employment: Posting here.
mountaintosea's Avatar
 
Join Date: Aug 2006
Posts: 553
Brewer's Picks

Congratulations! Two months ago you identified 7 stocks which you thought might do well in the coming months. I did not buy but decided to watch them instead. I put them into a watch list and...... well watched. According to my software that I use, your picks are up 12.7% in the last 61 days. Annually that's 53.1%.
So now that I know, that you know, what you are talking about, is it too late to invest in a few of these stocks, in your opinion (of course) ??
__________________

__________________
mountaintosea is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Brewer's Picks
Old 11-07-2006, 12:12 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,616
Re: Brewer's Picks

I thought I was doing well to buy more stuff this summer. The new stuff was up 10%! I was a genius. Then I compared to a benchmark like SPY. It's up 12% since then as well.
__________________

__________________
LOL! is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 06:27 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Re: Brewer's Picks

Um, which were they? Did your return figure include dividends?
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 08:44 AM   #4
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Brewer's Picks

Brew is da man but I am happy with my portfolio's 37% YTD. I don't share my picks either . I still slum around the forum waiting for Ha's picks too.
__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 09:23 AM   #5
Thinks s/he gets paid by the post
maddythebeagle's Avatar
 
Join Date: Jun 2005
Posts: 2,450
Re: Brewer's Picks

Make sure you subtract out bank popular.... I think it is a long term hold, though....
__________________
- Hurry! to the cliffs of insanity!
maddythebeagle is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 10:20 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Re: Brewer's Picks

Quote:
Originally Posted by Maddy the Turbo Beagle
Make sure you subtract out bank popular.... I think it is a long term hold, though....
Patience, grasshopper.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 12:35 PM   #7
Thinks s/he gets paid by the post
retire@40's Avatar
 
Join Date: Feb 2004
Posts: 2,670
Re: Brewer's Picks

It's easier to be a hero in a bull market.

The better test is being able to find winners in a bear market.
__________________
No man is free who is not master of himself. --- Epictetus
Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo
retire@40 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 08:30 PM   #8
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,616
Re: Brewer's Picks

Quote:
Originally Posted by retire@40
It's easier to be a hero in a bull market.
That must be why you feel qualified to critique another's picks without having posted any of your own.

Quote:
Originally Posted by retire@40
The better test is being able to find winners in a bear market.
We'll be waiting.
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 10:52 PM   #9
Thinks s/he gets paid by the post
retire@40's Avatar
 
Join Date: Feb 2004
Posts: 2,670
Re: Brewer's Picks

Quote:
Originally Posted by Nords
That must be why you feel qualified to critique another's picks without having posted any of your own.
Nope. I just made a general statement with which I would think even you and Bernstein would agree. Posting my own picks, if I had any, wouldn't prove anything.
__________________
No man is free who is not master of himself. --- Epictetus
Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo
retire@40 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-07-2006, 11:42 PM   #10
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,616
Re: Brewer's Picks

Quote:
Originally Posted by retire@40
Nope. I just made a general statement with which I would think even you and Bernstein would agree. Posting my own picks, if I had any, wouldn't prove anything.
I think that even Bernstein would agree that 12.7% in 61 days is beating the benchmark in any kind of market, especially when we're talking real companies with real cash flow & dividends, not just NASDAQ telcoms.

You're still a noodge.
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Re: Brewer's Picks
Old 11-08-2006, 06:58 AM   #11
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Re: Brewer's Picks

Bear in mind that OP apparently has been tracking a group of dry bulk shipping companies. I think returns have actually been higher if you include dividends, but return is only half of the picture. These are small, mostly foreign companies operating in a volatile sector. Gotta have significant risk tolerance for that.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-08-2006, 07:18 AM   #12
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,616
Re: Brewer's Picks

Quote:
Originally Posted by Nords
I think that even Bernstein would agree that 12.7% in 61 days is beating the benchmark in any kind of market, especially when we're talking real companies with real cash flow & dividends, not just NASDAQ telcoms.

You're still a noodge.
I'm a noodge, too. If the benchmark is EEM, that's up more than 12% in the last 2 months.
Which is riskier EEM? Or 7 stocks in dry bulk shipping?

Nevertheless, I enjoy the stock picks and ensuing discussion here.
__________________
LOL! is offline   Reply With Quote
Re: Brewer's Picks
Old 11-08-2006, 09:18 AM   #13
Recycles dryer sheets
 
Join Date: May 2006
Posts: 230
Re: Brewer's Picks

The original poster said "61 days" but that's market days, not calendar days, based on the statement that 12.7% annualizes to 53.1%. It's more like three months of calendar time.

If we're considering shipping stocks, then the DJ Transporation index is more applicable than emerging markets -- and the DJT is up 13+% in the last three months. The Dow and S&P are up about 9-10% during that period.

I just assumed the original post was a joke. Who looks at performance over two months to determine whether someone knows what they are talking about?

In this case, it does happen that brewer is a smart guy. I like to read and research his suggestions.
__________________
terminator is offline   Reply With Quote
Re: Brewer's Picks
Old 11-08-2006, 09:28 AM   #14
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
brewer12345's Avatar
 
Join Date: Mar 2003
Posts: 16,391
Re: Brewer's Picks

Quote:
Originally Posted by terminator
I just assumed the original post was a joke. Who looks at performance over two months to determine whether someone knows what they are talking about?
And you cannt ingnore risk associated with a position.
__________________
"There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest have to pee on the electric fence for themselves."



- Will Rogers
brewer12345 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-08-2006, 12:34 PM   #15
Thinks s/he gets paid by the post
retire@40's Avatar
 
Join Date: Feb 2004
Posts: 2,670
Re: Brewer's Picks

Quote:
Originally Posted by Nords
I think that even Bernstein would agree that 12.7% in 61 days is beating the benchmark in any kind of market, especially when we're talking real companies with real cash flow & dividends, not just NASDAQ telcoms.

You're still a noodge.
You really think Bernstein would look at a 61-day period when determining if someone is beating a benchmark?

I thought Bernstein thought in decades, not days.
__________________
No man is free who is not master of himself. --- Epictetus
Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo
retire@40 is offline   Reply With Quote
Re: Brewer's Picks
Old 11-09-2006, 12:30 AM   #16
Full time employment: Posting here.
mountaintosea's Avatar
 
Join Date: Aug 2006
Posts: 553
Re: Brewer's Picks

Hi all,
On 8/11/06 I added brewer's recommendation of 7 dry bulk shipping companies to a watchlist titled Brewer's Picks (oddly enough) on my TC2005. And yes it was 61 trading days. Sorry about that.
Quote:
Originally Posted by terminator
I just assumed the original post was a joke. Who looks at performance over two months to determine whether someone knows what they are talking about?
Joke? No just watching stocks and trying to determine whether I should buy, sell or hold. I'm quite aware the DOW is up etc. Sometimes I wait too long. Usually the job gets in the way of really tracking on a daily basis. I looked at brewer's picks a few days ago and realized I might have missed another opportunity. Although I'm usually a silent lurker, I do make note of comments on this board regarding investments, cds etc.
Why not track people's recommendations?
__________________

__________________
mountaintosea is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Forum Picks lswswein FIRE and Money 72 05-29-2007 08:51 PM
Getting brave again - stock picks laurence FIRE and Money 11 12-10-2005 09:23 AM

 

 
All times are GMT -6. The time now is 06:51 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.