Join Early Retirement Today
Showing results 1 to 25 of 227
Search took 0.04 seconds.
Search: Posts Made By: poyet
Forum: FIRE and Money 06-28-2008, 10:07 AM
Replies: 277
Views: 30,780
Posted 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...
Forum: FIRE and Money 06-28-2008, 09:44 AM
Replies: 277
Views: 30,780
Posted By poyet
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...
Forum: FIRE and Money 01-07-2008, 02:29 AM
Replies: 103
Views: 10,133
Posted By poyet
Fortunately I've made enough money with TA to ER...

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...
Forum: FIRE and Money 01-06-2008, 03:00 AM
Replies: 103
Views: 10,133
Posted By poyet
Well, I do not worry about the markets, I just...

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...
Forum: FIRE and Money 01-05-2008, 01:02 PM
Replies: 103
Views: 10,133
Posted By poyet
You know, nobody never ever takes advantage of...

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,...
Forum: FIRE and Money 01-05-2008, 04:55 AM
Replies: 39
Views: 3,953
Posted By poyet
OK then (I just hinted that rolling 5 years bonds...

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 ;...
Forum: Active Investing, Market Strategies & Alternative Assets 01-05-2008, 04:42 AM
Replies: 19
Views: 2,297
Posted By poyet
I 100% agree with what haha and terminator have...

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...
Forum: FIRE and Money 01-05-2008, 04:00 AM
Replies: 103
Views: 10,133
Posted By poyet
I also loose on the Yen as I am in the Euro zone...

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...
Forum: FIRE and Money 01-05-2008, 03:57 AM
Replies: 39
Views: 3,953
Posted By poyet
They don't change in facial value but change in...

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...
Forum: FIRE and Money 01-05-2008, 03:04 AM
Replies: 8
Views: 1,987
Posted By poyet
A friend of mine who's been living (and working...

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...
Forum: FIRE and Money 01-05-2008, 02:56 AM
Replies: 103
Views: 10,133
Posted By poyet
I'm afraid that small value start a bear trend...

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....
Forum: Active Investing, Market Strategies & Alternative Assets 01-04-2008, 01:19 PM
Replies: 469
Views: 62,704
Posted By poyet
TA is very... technical ! so running the same TA...

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...
Forum: FIRE and Money 01-04-2008, 12:28 PM
Replies: 103
Views: 10,133
Posted By poyet
I've been timing the market for more than a...

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...
Forum: Active Investing, Market Strategies & Alternative Assets 01-04-2008, 11:58 AM
Replies: 469
Views: 62,704
Posted By poyet
I sincerely hope you'll make money. I does not...

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...
Forum: Active Investing, Market Strategies & Alternative Assets 01-04-2008, 02:44 AM
Replies: 469
Views: 62,704
Posted By poyet
My understanding of a good investment is one that...

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...
Forum: Active Investing, Market Strategies & Alternative Assets 12-30-2007, 11:54 AM
Replies: 47
Views: 6,774
Posted By poyet
Shorting Google ?

GOOG would certainly be the last one I would go short on. C since suggested by Running_Man has lost 21%. That was a good short and probably still is ! It was much easier to make 700% on GOOG going...
Forum: FIRE and Money 12-23-2007, 12:01 PM
Replies: 46
Views: 5,783
Posted By poyet
Nords, you talk of US small-caps I guess ? I...

Nords, you talk of US small-caps I guess ? I mentioned european small & mid caps. So far I've kept my US small and mid caps.
Forum: Other topics 12-23-2007, 06:59 AM
Replies: 3
Views: 1,477
Posted By poyet
From what I know and what I've seen you are 100%...

From what I know and what I've seen you are 100% correct. Furthermore you cannot get rid of that citizenship. I've read unbelievable stories about that, including the case of an American who had...
Forum: Young Dreamers 12-23-2007, 03:08 AM
Replies: 85
Views: 13,141
Posted By poyet
If you were a shop worker perhaps you would find...

If you were a shop worker perhaps you would find that positive for some time (they only have 4/5 weeks off) until companies move abroad and you have no longer a job & then the country is stiffling...
Forum: FIRE and Money 12-23-2007, 02:37 AM
Replies: 46
Views: 5,783
Posted By poyet
Things are fine Nords

Everything's fine Nords, good to spend some time with you again. Things have been pretty hectic, my elder daughter has left France and works in DC after earning her MBA @ URI, I'm building a new 26...
Forum: Travel Information 12-22-2007, 10:28 AM
Replies: 10
Views: 1,791
Posted By poyet
Schengen space

The idea behind Schengen is that we've tried to let people travel through states having "roughly" the same GNP / habitant (it's obviously a bit more sophisticated but putting things in simple terms)....
Forum: Active Investing, Market Strategies & Alternative Assets 12-22-2007, 02:19 AM
Replies: 469
Views: 62,704
Posted By poyet
BCS over 20 years lies in a channel when...

BCS over 20 years lies in a channel when displayed with a semilog scale. This demonstrates (among other things) that apart from accidents the company is well managed and matches the 3 1st Buffet's...
Forum: Active Investing, Market Strategies & Alternative Assets 12-21-2007, 12:18 PM
Replies: 23
Views: 3,967
Posted By poyet
Ald & Acas

ACAS looks cheaper to me than ALD with better operational margins.
But both go SOUTH so far, no need to buy yet :-)
They'll be good div payers and good picks when they'll go NORTH.
Wait and see,...
Forum: FIRE and Money 12-21-2007, 11:52 AM
Replies: 46
Views: 5,783
Posted By poyet
2008 adjustments

I've sold off today 90% of my small & mid european caps, guess the ride which started in July 2003 is over. The CAC40 has also already started to take the dive, though still the first to do so as...
Forum: Active Investing, Market Strategies & Alternative Assets 12-21-2007, 11:28 AM
Replies: 5
Views: 1,983
Posted By poyet
Such a good SHORT so far :-)

Such a good SHORT so far :-)
Showing results 1 to 25 of 227

 
Forum Jump

 
All times are GMT -6. The time now is 10:20 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2022, vBulletin Solutions, Inc.