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Re: So what are you buying?
Old 03-14-2007, 02:35 PM   #21
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Re: So what are you buying?

Quote:
Originally Posted by wab
Brewski, are you betting on short-term rates dropping? All of the "cheap" banks I looked at without potentially serious problems are being squeezed by low margins.
I think the Fed's next move is clearly a rate cut, especially if the RE market starts to come unglued. But I wouldn't want to put a big bet on it happening or try to pick the time and extent.

So take AF, which has been badly squeezed by the inverted yield curve. If the Fed lowers rates, it'll be happy times for them. If the pain goes on for too long or the Fed actually starts raising rates, they have a very obvious out: with a 68 YO CEO and no obvious successor, a sale is likely and this is one of the last great franchises left in a very attractive market. In the meantime, they will keep paying dividends and buying back stock.
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Re: So what are you buying?
Old 03-14-2007, 04:30 PM   #22
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Re: So what are you buying?

Rusty,

FIREX and FRESX both look like they're following the same trend. They're both up quite a bit. I'd wait before getting in just because they've run up so much in the lasst few years.

Dan
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Re: So what are you buying?
Old 03-14-2007, 06:43 PM   #23
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Re: So what are you buying?

Bought IWN at end of yesterday. I decided I was insane. Sold it at end of today. Profit will pay for going out to eat for the rest of March.
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Re: So what are you buying?
Old 03-14-2007, 06:45 PM   #24
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Re: So what are you buying?

These are the times when DCA shines.

Im sticking to all the same MFs as before.... stocks soar: i buy the same stuff... stocks plumment i buy the same stuff (and wish I had more to plug into them)

Not a very exciting answer... but its what Im buying!
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Re: So what are you buying?
Old 03-14-2007, 07:10 PM   #25
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Re: So what are you buying?

Let see, just bought SNDK and OIS.
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Re: So what are you buying?
Old 03-14-2007, 07:17 PM   #26
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Re: So what are you buying?

FIREX has been on fire so to speak. Look at RWX, if you want an ETF, might be an alternative. They have different holdings so I have a little of each.
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