We are changing our brokerdealer. We hope this will lead to further clarity and communication with our clients. Please excuse the lack of postings. We will resume shortly.
Tuesday, May 19, 2009
Friday, May 1, 2009
What does the Chrysler bankruptcy do for you?
I think that the Chrysler bankruptcy makes people reevaluate their beliefs regarding the U.S. auto industry People are receiving a wake up call about the Obama administration. The bankruptcy will make investors change the belief that "government will not let these companies fail".
I heard a similar grumbles when Countrywide, Lehman, Wachovia, and Washington Mutual were in trouble. Investors were still in disbelief that their investments were wiped out. The "shell shock" caused people to "hold & hope". That means that investors were hesitant to cut their losses and regroup. We have all been in a similar situation but the difference today is that there is no Bush administration to save the executives from legal liability. I believe the Obama admisitration is making it very clear that if the government must interfere in the regular market movements such actions will come at a very high cost to all involved. This will lead more executives and union leaders to become competitive on a global scale in order to make up for the domestic constaints of the government. Thought this may not bold well for the domestic labor force it may be the jolt that drives American companies into the global market place once more.
There are many U.S. companies that will grow and become the new "legacy" companies of the future. Buy and hold will not work for companies who have a broken business model.
I heard a similar grumbles when Countrywide, Lehman, Wachovia, and Washington Mutual were in trouble. Investors were still in disbelief that their investments were wiped out. The "shell shock" caused people to "hold & hope". That means that investors were hesitant to cut their losses and regroup. We have all been in a similar situation but the difference today is that there is no Bush administration to save the executives from legal liability. I believe the Obama admisitration is making it very clear that if the government must interfere in the regular market movements such actions will come at a very high cost to all involved. This will lead more executives and union leaders to become competitive on a global scale in order to make up for the domestic constaints of the government. Thought this may not bold well for the domestic labor force it may be the jolt that drives American companies into the global market place once more.
There are many U.S. companies that will grow and become the new "legacy" companies of the future. Buy and hold will not work for companies who have a broken business model.
Wednesday, April 29, 2009
It's another famulous day on Wall Street!
I think any of my schooling can prepare me for all the mental tennis this market has caused! What is next today.
Monday, April 20, 2009
Another down day in the stock market
The market fell today after concerns about the banking sector. Did you think it was going to go up forever? I think today will shake out the investors who were not serious about the recent move up. I believe the market will move further down, but will not reach previously established troughs.
Banks are making money, real estate inventory has continued to decline, and prices are affordable again. It will not be a quick and painless recovery, but a recovery nonetheless. Choose investments that will generate cash in a slow economy. I can tell from the recent mergers that there is optimism in the market, however few.
Where have you found bargains?
Banks are making money, real estate inventory has continued to decline, and prices are affordable again. It will not be a quick and painless recovery, but a recovery nonetheless. Choose investments that will generate cash in a slow economy. I can tell from the recent mergers that there is optimism in the market, however few.
Where have you found bargains?
Friday, April 17, 2009
Does anyone know what companies are selling products to baseball stadiums?
I would like to know what companies are selling plastic, food, clothing, and other products to baseball teams? I want publicly traded companies.
If the yankees can drop that kind of coin on a stadium, then someone is on the recieving end. I know the banks lent the funds, but who is selling cups, and hats?
If the yankees can drop that kind of coin on a stadium, then someone is on the recieving end. I know the banks lent the funds, but who is selling cups, and hats?
Wednesday, April 15, 2009
MIA: DILLON RADIGAN
Have you seen Dillon Radigan? Where did he go? Was he fired for flirting with Maria?
Fast Money is not as funny without Dillon. I think we need to send a search party and get him back on T.V. He was definetly better than some of the current commentators.
Dillon Radigan MIA.
Fast Money is not as funny without Dillon. I think we need to send a search party and get him back on T.V. He was definetly better than some of the current commentators.
Dillon Radigan MIA.
What are you doing to improve your returns?
What are you doing to improve your investment returns? Are you using options? Do you buy commodities, etf's, or other derivatives? I would like to know what people are doing to help their investment portfolio.
If people don't share the investment decisions and strategies then we all suffer. What are you doing to day to make your tomorrow's better?
If people don't share the investment decisions and strategies then we all suffer. What are you doing to day to make your tomorrow's better?
Friday, April 3, 2009
Is globalization a bad word?
I think globalization is a good thing. I may be nieve but isn't it better to have a larger client base? It is just bad when you have nothing to offer the world except for sub-prime mortgages.
Globalization is good! Corporate irresponsibility is bad. Stupidity is bad, but globalization is good. I want to make a product that can be developed in America, made in Mexico and sold through out the world. I want my products to be of the highest standards in the world. I want them to improve the lives of each person who they touch. I want to be a global supplier of all that is krisvaca.com. Is that bad? Narcasist, maybe, but not bad.
Globalization is good! Corporate irresponsibility is bad. Stupidity is bad, but globalization is good. I want to make a product that can be developed in America, made in Mexico and sold through out the world. I want my products to be of the highest standards in the world. I want them to improve the lives of each person who they touch. I want to be a global supplier of all that is krisvaca.com. Is that bad? Narcasist, maybe, but not bad.
Is the rally for real?
Does anyone know? The economy is doing very bad, but is it getting better? There are companies that are still making money, but is it just a head fake? If you don't know then stop guessing. If you are an investor with a long out look, then suck it up and make a diversified portfolio.
Yes, that is right, the same old story! Diversify, diversify, diversity! It really does work and trying to time the market is for people who like to pain. If you made consistent investments over the past two years then your in a negative position, but if you have been diversifying your portfolio and allocating cash for opportunities, then you just might be able to make it through these markets. Always have some cash! Always!
If you haven't learned that opportunities come when you least expect it, then you have been under a rock over the past four weeks. Some stocks on the S&P are up over 100%. How, you ask? If a $10 stock goes to a $1 then you lost 90%, but if that same stock is purchased at $1 and it goes to $2, then you just make 10%. Wow, sounds simple right, wrong. It is very difficult to know when there is a buying opportunity. Diversify, wait for good companies to have a bad year and make it your entry point. Keep cash.
Who cares if the rally is real? That question is for the history books, you just keep making sense of what is happening today, tomorrow is another ball of bonuses and bailouts. Notice both those words have the letters "b" and "s" in them.
Yes, that is right, the same old story! Diversify, diversify, diversity! It really does work and trying to time the market is for people who like to pain. If you made consistent investments over the past two years then your in a negative position, but if you have been diversifying your portfolio and allocating cash for opportunities, then you just might be able to make it through these markets. Always have some cash! Always!
If you haven't learned that opportunities come when you least expect it, then you have been under a rock over the past four weeks. Some stocks on the S&P are up over 100%. How, you ask? If a $10 stock goes to a $1 then you lost 90%, but if that same stock is purchased at $1 and it goes to $2, then you just make 10%. Wow, sounds simple right, wrong. It is very difficult to know when there is a buying opportunity. Diversify, wait for good companies to have a bad year and make it your entry point. Keep cash.
Who cares if the rally is real? That question is for the history books, you just keep making sense of what is happening today, tomorrow is another ball of bonuses and bailouts. Notice both those words have the letters "b" and "s" in them.
Monday, March 30, 2009
UAW: good or bad for the free market?
The question is posed in a very specific way. Unions are not a free market component, but in America they are a neccesary evil. They protect against corrupt corporate tycoons. They make sure that bonuses are not AS extreme as those of non-union shops. But, are Unions being used by the Obama administration as leverage to get nationalized healthcare. That's a conspiracy theory!
If you say that the auto industry is a cornerstone of the fabric of America then it's a small leap to say that if the auto industry is to survive then the cost of the labor must go down. If the a large of labor cost is health care then it stands to reason that the largest advocates for national health care will be the unions. The large desire to keep the car industry afloat, without the use of bankruptcy courts, and with consessions from unions will require the removal of health care earmarks on the auto industries balance sheets. If national health care is provided at a pivital time when all the "moons are aligned" then there may be chance to see the national health care at the the forefront of the administrations "bailout" campaign. A democratic president, house, congress, plus public momentum, a failing economy, and an industry in distress from foreign labor costs, what more can you ask for? It reminds me of the Patriot Act and 9/11. We could very well see national health care in our life time.
The UAW may be good for the free market. It may cause corporations and the public to increase support for national health care, thus removing large liabilities from corporate ledgers and into the hands of those with a more user check book(the U.S. government). This may lead to a consolidation of government sponsored programs, an increase in oversight and fraud provention, and preventative measures for individuals. What if we tax "Octomom" 14x the standard rate and remove trillions from corporate balance sheets. Unions around the country would have a larger coffer to support retirees. Corporations could grow faster. Labor costs would be reduced. Both sides of the aisle would get to make money.
If you say that the auto industry is a cornerstone of the fabric of America then it's a small leap to say that if the auto industry is to survive then the cost of the labor must go down. If the a large of labor cost is health care then it stands to reason that the largest advocates for national health care will be the unions. The large desire to keep the car industry afloat, without the use of bankruptcy courts, and with consessions from unions will require the removal of health care earmarks on the auto industries balance sheets. If national health care is provided at a pivital time when all the "moons are aligned" then there may be chance to see the national health care at the the forefront of the administrations "bailout" campaign. A democratic president, house, congress, plus public momentum, a failing economy, and an industry in distress from foreign labor costs, what more can you ask for? It reminds me of the Patriot Act and 9/11. We could very well see national health care in our life time.
The UAW may be good for the free market. It may cause corporations and the public to increase support for national health care, thus removing large liabilities from corporate ledgers and into the hands of those with a more user check book(the U.S. government). This may lead to a consolidation of government sponsored programs, an increase in oversight and fraud provention, and preventative measures for individuals. What if we tax "Octomom" 14x the standard rate and remove trillions from corporate balance sheets. Unions around the country would have a larger coffer to support retirees. Corporations could grow faster. Labor costs would be reduced. Both sides of the aisle would get to make money.
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