2008 Trades Gone Bad #3: Buying non-durables
Filed under: Coca-Cola (KO), PepsiCo (PEP), Berkshire Hathaway (BRK.A), Newsletters, Johnson and Johnson (JNJ), Campbell Soup (CPB), Colgate-Palmolive (CL), General Mills (GIS), Procter and Gamble...
View Article2008 Trades Gone Bad #4: Betting on the financials
Filed under: Newsletters, Citigroup Inc. (C), Bank of America (BAC), Goldman Sachs Group (GS), Stocks to SellBuying the financials while the Fed was aggressively cutting interest rates was supposed to...
View Article2008 Trades Gone Bad #5: The peak oil trade
Filed under: Newsletters, Chesapeake Energy (CHK), Stocks to SellThis oil trade takes the cake. At the zenith of the speculative bubble in the oil patch -- when crude hit $147 per barrel in July -- you...
View Article2008 Trades Gone Bad: 5 moves that hurt this year
Filed under: China, OilWhether a novice or a pro, we all may mistakes investing. Sadly, for many of us, 2008 proved to be a year rich with bad options and negative results -- or, as I prefer to call...
View ArticleBest Trades of 2008: 5 moves that could have made you rich
Filed under: India, ChinaFor most investors and traders, 2008 was a tough year. But while many people saw their portfolio take a merciless beating and watched their retirement vanish into thin air,...
View ArticleBest Trades of 2008: #1 Shorting 'Chindia' the day after New Year's
Filed under: India, China, Newsletters, PetroChina Co Ltd ADR (PTR), Huaneng Power Intl ADS (HNP), China Life Insurance ADS (LFC), China Mobile Limited (CHL)With all the media buildup leading up to the...
View ArticleBest Trades of 2008: #2 Getting long and staying long the 30-year Treasury bond
Filed under: NewslettersThis strategy went from being a modestly successful trade through October to a hero-sized trade in the past 45 days. The Fed funds rate, the most widely followed interest rate...
View ArticleBest Trades of 2008: #3 Shorting oil on the Fourth of July
Filed under: NewslettersFor those that had the fortitude to pull the trigger, shorting crude back in early July when all the perfect storm conditions for $200 per barrel oil were on the horizon ... and...
View ArticleBest Trades of 2008: #5 Shorting 'too big to fail' Fannie and Freddie
Filed under: Bad News, NewslettersThis shorting strategy defied all odds and pretty much defined the year for the stock market. I don't know anyone who truly thought Fannie Mae (NYSE: FNM) and Freddie...
View ArticleBest Trades of 2008: #4 Buying DryShips (DRYS) at the November low
Filed under: Newsletters, Bargain Stocks, Stocks to BuyDuring the bull market in commodities that peaked midway through 2008, shipping companies that transfer base commodities across the oceans enjoyed...
View ArticleFive winning Super Bowl trades: IV. Buy Denny's Corp. (DENN)
Filed under: Bargain Stocks, Stocks to BuyWhen shares of Denny's Corp. (NASDAQ: DENN) are trading at half the price of a Grand Slam Breakfast, yet it was one of the companies willing to drop big bucks...
View ArticleSeven Deadly Sins of High-Yield Investing
Filed under: Getting Started, Mutual FundsIn the world of high-yield securities, investors on a quest for the biggest yields are often lured into securities that either they don't understand or are...
View ArticleHigh-Yield Sin #1: Buying Open-Ended Mutual Funds
Filed under: Getting Started, Mutual FundsThis statement may come as a shock to most investors, but if there is a choice to buy a certain index or sector closed-end fund instead of an open-end fund,...
View ArticleHigh-Yield Sin #2: Paying Big Premiums over Net Asset Value
Filed under: Getting Started, Mutual FundsMost closed-end funds trade at a premium or discount to their net asset value (NAV) for various reasons and can offer excellent investment opportunities....
View ArticleHigh-Yield Sin #3: Receiving a Return of Capital
Filed under: Getting Started, Mutual FundsThis is one of those areas that should be treated like poison. When a big, fat, juicy dividend yield is composed in whole or in part by what is termed a return...
View ArticleHigh-Yield Sin #4: Buying into Managed Distributions
Filed under: Getting Started, Mutual FundsSome closed-end funds pay out what is known as managed distributions as a template for their dividend policy. What happens here is that the fund, in its...
View ArticleHigh-Yield Sin #5: Owning Securities with High Payout Ratios
Filed under: Getting Started, Mutual FundsAll common stocks, income trusts, master limited partnerships, REITS and other pass-through entities have what is called a payout ratio. It's a number that...
View ArticleHigh-Yield Sin #6: Getting Paid in Special Dividends
Filed under: Getting Started, Mutual FundsA common method for paying dividends from funds that invest outside the U.S. is to pay special dividends composed of short-term and long-term capital gains....
View ArticleHigh-Yield Sin #7: Buying Domestic Energy Trusts
Filed under: Getting StartedMost high-yield income investors want an energy component within their portfolio as a long-term cornerstone against inflation. That makes perfect sense, but only if that...
View ArticleWhich Tech Buyouts Are Next After 3Par?
Filed under: Dell (DELL), Hewlett-Packard (HPQ)Just when the American consumer is about to throw in the proverbial towel on the economic recovery, Dell Inc. (DELL) and Hewlett-Packard Company (HPQ)...
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