PearlwhiteS2k

Well, I'm a longterm investor but will take profits when I have a chance to

cthree

As a short term investor I make minimum returns of 100%/qtr. I've doubled my portfolio since mid-July. Stick that in your calculator and smoke it.

I restarted my discretionary portfolio in April, after buying a house with my last one, with $2000 and I now have $8000 give or take. I'm right on target.

sleeper_s2k

http://seekingalpha.com/article/91641-inte...opular_articles

interesting interview with Jim Rogers

cthree should start charging for advice and let us in on the ride!

Penforhire

I'm a long term investor with my retirement money. I let funds like the Janus 20 take care of me there, plus my rebalancing (sector rotation) a few times a year, and I'm darn happy with my 9% average return for the past decade.

When I talk about active investing I'm ONLY talking about my loose change. I want to grow those funds for my XKE restoration project but it will have no real life impact if I lose every penny. Mutual funds are boring. I want more entertainment from my mad money. And the possibility exists to get Cthree's returns of better. AND I want to kick som e@ss in my fantasy league at work.

But, ouch, turn down the heat, oil is too hot today!

PearlwhiteS2k

I'm happy with my 40% return I had some far. This YTD I'm up 15% =)

cthree

Good time to get out.

lOOkatme

really...100% a qtr.

thats nice.....then you can turn

$10K into 1 million after taxes in just 8 qtrs or two years?

WOW...please show me

lOOkatme

Whats more interesting....and he also falls in the same thinking as rogers is Peter Schiff.


he basically called every shot thats happened a few years before it happened.

the housing crisis....fannie freddie going under...the fed even bailing them out, etc.


Search on youtube.com for him. I think he is pretty legit and a straight shooter....tells it like he sees it.


He is bearish on US economy, housing, dollar, etc....Bullish on commodities, foriegn assets....likes dividend paying stocks.

tpc0531

I have been looking at a short term (3 month) period to buy these stocks:

Walmart
Target
Best Buy
Circuit City

Over the last 4 years, all four have been at near yearly lows the end of September / beginning of October. From there they all climb through the christmas season, topping out at the end of December / beginning of January.

Over 4 years, the return over that period of time has been around 10% (sometimes better).

Do you think that the 4 years of data that I have is enough to go on for this season?

lOOkatme

I would stay away from those companies.

Rather than looking at past performance to try to seasonally time something doesn't always work that great.


The reason I say to stay away are these.

- housing market is falling.
- people are not pulling equity from their homes to buy "crap"
- debt is high for individuals
- employers are cutting back jobs...because the decrease in spending from people not being able to pull equity from their house because house prices are falling and they can't.
- interest rates will remain low putting strain on the dollar
- Most of those companies listed are items that a person does not NEED, but rather want and will be the first cut off the list when it comes to shortages of cash on their budgets.



I would look for other oppotunities in this type of environment....commodities do fine when the dollar declines, food, staples, etc.


I would avoid housing, financials, consumer disc..

Places I would speculate on. Cobalt, Coal, Underpriced energy service companies, Alt. energy, maybe a Mastercard or Visa

I think these will do well regardless of a slowdown or speed up in an economy.


But remember.....opinions are like assholes...everyones got one....and thats my opinion