My Investments
Another Day Another Trade
And, another health care provider. I don’t know why these insurers are all popping up on my radar these days. But, who am I say to say no to beautiful charts, solid cash flow, and P/E ratios so reasonable? Today’s trading finishes my planned reallocation within Portfolio A, at least for the time being. As [...]
New Positions for Portfolio B
Well, it seems that with so much fun to be had in the stock markets, my friend has decided to add funds to portfolio B. Just to review, the strategy in Portfolio B is equally weighted and stock selection is done on a more fundamental basis than in Portfolio A. Buy points are made on [...]
Trading Lot
Well, with markets relatively stable and opportunities aplenty, I have injected cash into Portfolio A so as to take advantage of the current market climate. I have yet to pare down my trading lot in Piper Jaffray, but am trading like I have given that I have my finger on the sell button.
So, what did [...]
Curious Investments Update
With the Fed rate cut yesterday, it seems that the market has received just the catalyst that I’ve been waiting for. I’ve always felt that, at worst, the subprime crisis would result in a soft landing for the economy but not a recession and surely not a depression. Now, with the added impetus of lower [...]
Curious Investments: Buying Google
I decided to commit more capital to Portfolio A this month and added what was supposed to be a “full position” worth of cash. I’ve had a few stocks on my watch list over the last few days including those five which I listed as part of the hypothetical Curious Investor Equity Income [...]
Curious Investments Update
After a summer unable to touch my investments, I’m finally out from the oppression of a douchey compliance guy and I’m back! Portfolio B is going to return, while I was out of commission, my friend did not touch any of the positions so it’s still holding what it held at the beginning of the [...]
