[Duck]

They lost me as a subscriber about 3 months ago. The business section was reduced to usually 3 pages of which 1 1/2 of those pages are stock charts or ads and most of the rest is AP articles. The Sports section is one of the worst in the country for a city as large as San Diego.

[Duck]

They lost me as a subscriber about 3 months ago. The business section was reduced to usually 3 pages of which 1 1/2 of those pages are stock charts or ads and most of the rest is AP articles. The Sports section is one of the worst in the country for a city as large as San Diego.

[Duck]

They lost me as a subscriber about 3 months ago. The business section was reduced to usually 3 pages of which 1 1/2 of those pages are stock charts or ads and most of the rest is AP articles. The Sports section is one of the worst in the country for a city as large as San Diego.

[Duck]

They lost me as a subscriber about 3 months ago. The business section was reduced to usually 3 pages of which 1 1/2 of those pages are stock charts or ads and most of the rest is AP articles. The Sports section is one of the worst in the country for a city as large as San Diego.

[Duck]

They lost me as a subscriber about 3 months ago. The business section was reduced to usually 3 pages of which 1 1/2 of those pages are stock charts or ads and most of the rest is AP articles. The Sports section is one of the worst in the country for a city as large as San Diego.

[Duck]

It sounds like you’re asking which beaten down stock to buy versus some of the standouts which I continue to hold including BRK and DE. I could see adding to BRK-b at this point as it’s currently oversold. Buffet has bet on the increase in commodity prices (specifically corn and wheat which needs to be tranported by rail) by buying railroads and his recent purchase of Marmon reinforces that long term trend so those kinds of companies are intriguing.

At some point homebuilders and financials are going to be enticing as well as retailers like HD, but it’s still too early IMO unless you have some insight into which homebuilders will survive and which financial has really fessed up in terms of their CDO exposure. I’m concerned that just about all the big financials except GS seem to be looking for more capital which leads me to believe they are worse off than anyone thinks. The only reason to raise funds when your stock is so depressed is because you must be desperate. Citi reports tomorrow and the rumor is that they are going to write down ANOTHER $24 Billion. The good thing about these guys having new CEO’s is that they should quickly write off everything so they can start from scratch. If C has a huge write off and the stock doesn’t budge then maybe financials are near bottom. I’ll still wait and catch the rise versus looking for an absolute bottom.

One thing that I haven’t seen discussed here is that the 10 year yield and LIBOR are both plummeting which at some point should translate into lower mortgage rates and easier resets for those with adjustables. Jumbos haven’t really budged, but I expect that to change once the credit crunch eases. Bill Gross says the FF rate is going to 3%.

[Duck]

It sounds like you’re asking which beaten down stock to buy versus some of the standouts which I continue to hold including BRK and DE. I could see adding to BRK-b at this point as it’s currently oversold. Buffet has bet on the increase in commodity prices (specifically corn and wheat which needs to be tranported by rail) by buying railroads and his recent purchase of Marmon reinforces that long term trend so those kinds of companies are intriguing.

At some point homebuilders and financials are going to be enticing as well as retailers like HD, but it’s still too early IMO unless you have some insight into which homebuilders will survive and which financial has really fessed up in terms of their CDO exposure. I’m concerned that just about all the big financials except GS seem to be looking for more capital which leads me to believe they are worse off than anyone thinks. The only reason to raise funds when your stock is so depressed is because you must be desperate. Citi reports tomorrow and the rumor is that they are going to write down ANOTHER $24 Billion. The good thing about these guys having new CEO’s is that they should quickly write off everything so they can start from scratch. If C has a huge write off and the stock doesn’t budge then maybe financials are near bottom. I’ll still wait and catch the rise versus looking for an absolute bottom.

One thing that I haven’t seen discussed here is that the 10 year yield and LIBOR are both plummeting which at some point should translate into lower mortgage rates and easier resets for those with adjustables. Jumbos haven’t really budged, but I expect that to change once the credit crunch eases. Bill Gross says the FF rate is going to 3%.

[Duck]

It sounds like you’re asking which beaten down stock to buy versus some of the standouts which I continue to hold including BRK and DE. I could see adding to BRK-b at this point as it’s currently oversold. Buffet has bet on the increase in commodity prices (specifically corn and wheat which needs to be tranported by rail) by buying railroads and his recent purchase of Marmon reinforces that long term trend so those kinds of companies are intriguing.

At some point homebuilders and financials are going to be enticing as well as retailers like HD, but it’s still too early IMO unless you have some insight into which homebuilders will survive and which financial has really fessed up in terms of their CDO exposure. I’m concerned that just about all the big financials except GS seem to be looking for more capital which leads me to believe they are worse off than anyone thinks. The only reason to raise funds when your stock is so depressed is because you must be desperate. Citi reports tomorrow and the rumor is that they are going to write down ANOTHER $24 Billion. The good thing about these guys having new CEO’s is that they should quickly write off everything so they can start from scratch. If C has a huge write off and the stock doesn’t budge then maybe financials are near bottom. I’ll still wait and catch the rise versus looking for an absolute bottom.

One thing that I haven’t seen discussed here is that the 10 year yield and LIBOR are both plummeting which at some point should translate into lower mortgage rates and easier resets for those with adjustables. Jumbos haven’t really budged, but I expect that to change once the credit crunch eases. Bill Gross says the FF rate is going to 3%.

[Duck]

It sounds like you’re asking which beaten down stock to buy versus some of the standouts which I continue to hold including BRK and DE. I could see adding to BRK-b at this point as it’s currently oversold. Buffet has bet on the increase in commodity prices (specifically corn and wheat which needs to be tranported by rail) by buying railroads and his recent purchase of Marmon reinforces that long term trend so those kinds of companies are intriguing.

At some point homebuilders and financials are going to be enticing as well as retailers like HD, but it’s still too early IMO unless you have some insight into which homebuilders will survive and which financial has really fessed up in terms of their CDO exposure. I’m concerned that just about all the big financials except GS seem to be looking for more capital which leads me to believe they are worse off than anyone thinks. The only reason to raise funds when your stock is so depressed is because you must be desperate. Citi reports tomorrow and the rumor is that they are going to write down ANOTHER $24 Billion. The good thing about these guys having new CEO’s is that they should quickly write off everything so they can start from scratch. If C has a huge write off and the stock doesn’t budge then maybe financials are near bottom. I’ll still wait and catch the rise versus looking for an absolute bottom.

One thing that I haven’t seen discussed here is that the 10 year yield and LIBOR are both plummeting which at some point should translate into lower mortgage rates and easier resets for those with adjustables. Jumbos haven’t really budged, but I expect that to change once the credit crunch eases. Bill Gross says the FF rate is going to 3%.

[Duck]

It sounds like you’re asking which beaten down stock to buy versus some of the standouts which I continue to hold including BRK and DE. I could see adding to BRK-b at this point as it’s currently oversold. Buffet has bet on the increase in commodity prices (specifically corn and wheat which needs to be tranported by rail) by buying railroads and his recent purchase of Marmon reinforces that long term trend so those kinds of companies are intriguing.

At some point homebuilders and financials are going to be enticing as well as retailers like HD, but it’s still too early IMO unless you have some insight into which homebuilders will survive and which financial has really fessed up in terms of their CDO exposure. I’m concerned that just about all the big financials except GS seem to be looking for more capital which leads me to believe they are worse off than anyone thinks. The only reason to raise funds when your stock is so depressed is because you must be desperate. Citi reports tomorrow and the rumor is that they are going to write down ANOTHER $24 Billion. The good thing about these guys having new CEO’s is that they should quickly write off everything so they can start from scratch. If C has a huge write off and the stock doesn’t budge then maybe financials are near bottom. I’ll still wait and catch the rise versus looking for an absolute bottom.

One thing that I haven’t seen discussed here is that the 10 year yield and LIBOR are both plummeting which at some point should translate into lower mortgage rates and easier resets for those with adjustables. Jumbos haven’t really budged, but I expect that to change once the credit crunch eases. Bill Gross says the FF rate is going to 3%.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Duck]

I’m still stickng with my original plan (posted in Oct. aove) with a few adjustments. I got out of CAT and a couple mutual funds in my trading account and only hold DE and BRK alng with some international mutual funds. Lots of cash on the sidelines and hopefully more once a few RE deals close later in 2008. It seems like a good long term (5-10 years) trade will be the companies that benefit from emerging middle class in India, China, etc. Should mean higher corn, wheat, meat prices as they inprove their diets. Railroads should benefit, fertilizer companies, DE, etc. I’m looking for some ETF’s that might fit that model. Anyone have any ideas?

Financials were actually th best performing sector last week despite the bad news which could signal something close to a bottom for them, but I doubt it. I think the BA buyout of CFC may lend some transparency to the entire financial sector over the next 6-9 months. They aren’t expected to close until the 3rd qtr. so BA will have time to uncover every blemish on Angelo’s arse during that time (sorry for the visual). Meanwhile I expect the write offs to continue for at least the first 2 qtr’s of ’08.

A good trade might be the bonds of some these financials and hombuilders although many have already rallied.

My cash earning 5% is now earning about 3.5% so that’s dead money. Need to put it to work.

[Author]

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