Recent content by poyet

Take care, none of them is to buy yet Hi, My favorite REITs CE income funds (with their current yields) are RIT (14,7%), IGR (9,8%), JRS (12,9%), NRO (19,4%). I will NOT buy basically until (ROC(MM200) > 0 and Close > MM200). Doing this avoids to have an opinion and let you stick with a...

Stick with your plan I think this time is no different. You need a plan and need to stick with it. I had decided more than a year ago that I would go for listed commercial real estate at the end of this great market cycle, when this bear episode will be finished. I'm now up to 32% in cash, as I...

Fortunately I've made enough money with TA to ER and keep my pile growing with fun. Good that Sir 2B knows all what works and doesn not. It is so comforting. BTW, thanks for providing such a timely confirmation of what I started with, you can't help people...

Well, I do not worry about the markets, I just enjoy the playground. The better you get the better you play the more fun you have. Sometimes you are frustrated as you did not play well the game (as for any game), but in the end it is something you like and you would miss if not in (short &/or...

You know, nobody never ever takes advantage of your own experience and everybody needs to pay to make its own. When you see people catching falling knives and you try to deter them from doing so, they claim that for whatever reason they know what they do and they are confident that they'll make...

OK then (I just hinted that rolling 5 years bonds over a 30 years period is identical to holding a 30y bond in the end or not very different), why not: 1) reducing market expo while cash is king ; 2) load on lightly on an a bear index fund ; 3) make some shorts ? Holding fixed bonds if you...

I 100% agree with what haha and terminator have said. It looks like a good stock with respect to its fundamentals (I like the 33%ROE 1 PEG and 6,11 EV/EBITDA). But it is still -4,4% cheaper now that it was yesterday. Next support is 15$ (and will probably go through before you read this...

I also loose on the Yen as I am in the Euro zone (FR) and the Yen has also gone down against the Euro.... So I have two bear markets compounding there, the N225 and the Yen/Euro... Beuh...

They don't change in facial value but change in real value as 100 bucks ten years later is certainly not worth the 100$ of ten years before (rate power minus number-of-years to compute the present value of 100$ given back in ten years). So the big bet is inflation and studies show that long...

A friend of mine who's been living (and working before ER @ 50) for a decade in HK thinks that things will settle down a bit after the Olympics are finished but that the momentum will remain. He's more invested in India (35%) than China (15%) and has 10% in europe and 0% in the US...

I'm afraid that small value start a bear trend (at least I see it on the chart) and I would be very cautious. Would small growth have done the same I would already have sold my entire US small caps. I've already sold most of my european small caps (early bear market) and Japan (early bear as...

TA is very... technical ! so running the same TA system will always provide the same signals and same results (and can be backtested). So it not as reading tea leaves :-) much less emotional :-) much more formal. I've bought some RIT yielding 15% (which is a mere TA non-sense and keep blaming...

I've been timing the market for more than a decade now. I know that it is not a very welcome idea on this forum and everyone does whatever he/she wishes with his/her money, so there is no judgement with respect to what other people think or do here or anywhere else. But if I have any regret for...

I sincerely hope you'll make money. I does not take anything away from me :-) As far as MCD is concerned I would have done the last short on the 31/10/2002 @ 18,40, covered @ 15,2 on 31/03/03 then gone long on 7/07/03 @ 21,76. On USB I would be short since the 27/12/2007 @ 32,20 and remain. On...

My understanding of a good investment is one that goes up when I'm LONG or one that goes down when I'm SHORT. It seems that you decided to go LONG on a stock that goes south ? You might succeed (which I hope for you as I'm not SHORT at the same time ;-) but my humble feeling is that it is not...